Document Type
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BL
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Record Number
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871512
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Main Entry
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Luszczak, Andreas
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Title & Author
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Using Microsoft Dynamics 365 for finance and operations : : learn and understand the functionality of Microsoft's enterprise solution /\ Andreas Luszczak.
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Publication Statement
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Wiesbaden, Germany :: Springer Vieweg,, [2019]
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Page. NO
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1 online resource
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ISBN
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3658241071
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: 9783658241070
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3658241063
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9783658241063
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Contents
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Intro; Preface; Table of Contents; 1 What is Microsoft Dynamics 365/AX?; 1.1 Dynamics 365, Dynamics AX and Axapta; 1.2 Dynamics 365 for Finance and Operations at a Glance; 1.2.1 Functional Capabilities; 1.2.2 Implementation; 1.2.3 Data Structure; 1.2.4 Voucher Principle; 2 Getting Started: Navigation and General Options; 2.1 User Interface and Common Tasks; 2.1.1 Login and Authentication; 2.1.2 Navigation; 2.1.3 Elements of the User Interface; 2.1.4 Working with Records; 2.1.5 Filtering and Sorting; 2.1.6 Help System; 2.1.7 Case Study Exercises; 2.2 Printing and Reporting
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2.2.1 Printing Documents2.2.2 Microsoft Office Integration; 2.2.3 Case Study Exercise; 2.3 Advanced Options; 2.3.1 User Options and Personalization; 2.3.2 Record Information and Templates; 2.3.3 Case Study Exercises; 2.4 Global Address Book; 2.4.1 Parties and Addresses; 2.4.2 Address Books; 2.4.3 Case Study Exercise; 3 Purchase Management; 3.1 Business Processes in Purchasing; 3.1.1 Basic Approach; 3.1.2 At a Glance: Purchase Order Processing; 3.2 Vendor Management; 3.2.1 Vendor Records; 3.2.2 Payment Terms and Cash Discounts; 3.2.3 Ledger Integration; 3.2.4 Case Study Exercises
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3.3 Product Management in Purchasing3.3.1 Product Categories and Procurement Categories; 3.3.2 Basic Product Data; 3.3.3 Purchase Price Setup; 3.3.4 Case Study Exercises; 3.4 Purchase Order Management; 3.4.1 Basics of Purchase Order Processing; 3.4.2 Purchase Order Registration; 3.4.3 Change Management and Purchase Order Approval; 3.4.4 Canceling and Deleting Purchase Orders; 3.4.5 Purchase Inquiries and Order Confirmations; 3.4.6 Case Study Exercises; 3.5 Item Receipts; 3.5.1 Basics of Item Receipts; 3.5.2 Receipts Lists; 3.5.3 Inventory Registration; 3.5.4 Product Receipts
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3.5.5 Partial Delivery, Underdelivery, and Overdelivery3.5.6 Order Status and Inquiries; 3.5.7 Case Study Exercises; 3.6 Invoice Receipts; 3.6.1 Processing Vendor Invoices; 3.6.2 Order Status and Inquiries; 3.6.3 Case Study Exercises; 3.7 Vendor Credit Notes and Item Returns; 3.7.1 Crediting and Returning; 3.7.2 Credit Notes without Item Return; 3.7.3 Case Study Exercise; 3.8 Purchase Agreements, Requisitions, and Quotation Requests; 3.8.1 Purchase Agreements; 3.8.2 Purchase Requisitions; 3.8.3 Requests for Quotation; 3.8.4 Case Study Exercise; 4 Sales and Distribution
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4.1 Business Processes in Sales and Distribution4.1.1 Basic Approach; 4.1.2 At a Glance: Sales Order Processing; 4.2 Customer Management; 4.2.1 Core Data in the Customer Records; 4.2.2 Case Study Exercise; 4.3 Product Management in Sales; 4.3.1 Product Data and Sales Categories; 4.3.2 Sales Price and Discount Setup; 4.3.3 Case Study Exercises; 4.4 Sales Order Management; 4.4.1 Basics of Sales Order Processing; 4.4.2 Sales Quotations; 4.4.3 Sales Order Registration; 4.4.4 Order Prices and Discounts; 4.4.5 Surcharge Management; 4.4.6 Sales Order Confirmations; 4.4.7 Case Study Exercises
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Abstract
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Precise instructions and descriptions in this book enable users, consultants, IT managers, and students to understand Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX) rapidly. Dynamics 365 for Finance and Operations, the premium ERP solution of Microsoft, is a comprehensive, nevertheless user-friendly business management solution for large and mid-sized organizations. This book provides the required knowledge to handle all basic business processes in Dynamics 365. The exercises in the book also make it a good choice for self-study.
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Subject
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Business logistics-- Data processing.
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Subject
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Business logistics-- Data processing.
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Subject
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Microsoft Dynamics AX.
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Microsoft Dynamics AX.
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Dewey Classification
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658.4038
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LC Classification
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HD38.5.L87 2019
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