Managed Business & IT Training Solutions

MBIT Training Ltd

Rebates for Process Manufacturing in Microsoft Dynamics 365 for Operations (81102)

This course reviews the concepts related to customer rebates in Microsoft Dynamics 365 for Operations. It discusses the basics of rebates in a process manufacturing environment including the different types of rebates available for use. It reviews the parameter setup required, along with creating item and customer rebate groups. A rebate agreement is then be created and processed through the entire rebate lifecycle.
SKU: 81102
GTIN: 81102
Manufacturer: Microsoft
£500.00 (GBP)

This course reviews the concepts related to customer rebates in Microsoft Dynamics 365 for Operations. It discusses the basics of rebates in a process manufacturing environment including the different types of rebates available for use. It reviews the parameter setup required, along with creating item and customer rebate groups. A rebate agreement is then be created and processed through the entire rebate lifecycle.

Learning Objectives

  • Review the available rebate types
  • Complete the parameter setup to use rebates
  • Create rebate item and customer groups
  • Create a rebate agreement
  • Review the rebate process flow
  • Complete the rebate process including calculation, accumulation, approval and posting
  • Review posted rebates

Prerequisites

  • Have a basic understanding of purchasing processes
  • General knowledge of Microsoft Windows
  • Completed the Introduction to Microsoft Dynamics 365 for Operations courses
  • The ability to use Microsoft Dynamics 365 for Operations for basic processing
  • The ability to create, ship and invoice a sales order in Microsoft Dynamics 365 for Operations
  • General knowledge of Accounts Payable and Accounts Receivable Journals in Microsoft Dynamics 365 for Operations
  • General knowledge of Credit Note processing
  • General understanding of table/group/all concept within Microsoft Dynamics 365 for Operations
  • General knowledge of released products within Microsoft Dynamics 365 for Operations
  • General knowledge of customer setup within Microsoft Dynamics 365 for Operations
  • General knowledge of basic navigation within Microsoft Dynamics 365 for Operations
  • 80838AE: Perform the Sales Process in Microsoft Dynamics AX