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Course Description

This Online Learning course provides you with the knowledge and skills to handle the use case of a Sales Quote to Invoice process flow. You will learn how to setup a new customer, process a Sales Quote to send to the customer and converting the quote to an order. The course will also cover shipping and invoicing the order from the system.

Course Learning Objectives

The Learning Objectives for this course are as follows:

  • Setup and maintain Customer records
  • Create a Sales Quote for the customer
  • Print a Sales Quote from the system
  • Convert the Quote to an Order
  • Print the Order Confirmation from the system
  • Process a Shipment for the Sales Order
  • Process an Invoice for the Sales Order
  • Review Customer history

Course Curriculum

Dynamics NAV Quote to Invoice – Customer Setup CPE Credits: 0.50 00:15:00
NAV Quote to Invoice – Customer Setup Quiz 00:10:00
Dynamics NAV Quote to Invoice – Create a Customer Quote CPE Credits: 0.50 00:12:00
NAV Quote to Invoice – Create a Customer Quote Quiz 00:10:00
Dynamics NAV Quote to Invoice – Convert a Sales Quote to a Sales Order CPE Credits: 0.50 00:10:00
NAV Quote to Invoice – Convert a Sales Quote to a Sales Order Quiz 00:10:00
Dynamics NAV Quote to Invoice – Process Sales Order Shipment CPE Credits: 0.50 00:10:00
NAV Quote to Invoice – Process Sales Order Shipment Quiz 00:10:00
Dynamics NAV Quote to Invoice – Process Sales Order Invoice CPE Credits: 0.50 00:16:00
NAV Quote to Invoice – Process Sales Order Invoice Quiz 00:10:00
Dynamics NAV Quote to Invoice – Review Customer History CPE Credits: 0.50 00:17:00
NAV Quote to Invoice – Review Customer History Quiz 00:10:00
NAV Quote to Invoice – Final Exam 00:30:00
TAKE THIS COURSE
  • FREE
  • TOTAL CPE Credits: 3
  • 12 months
  • Course Certificate
13 STUDENTS ENROLLED
  • Rand Group

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Questions?

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