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

£40.00

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 Category:

Description

Delivery: Blended learning
OR On-site (Private delivery)
Minimum number of delegates: 1:1
Maximum class size: 20
Delivery date: (as requested by customer)
Offers: contact for details however 20% consecutive discount on all group bookings.
Next availability: Immediate
Applicable for: Application Developer, Data Analyst, Programmer
Offers: contact for details

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