Microsoft Business Solutions–Navision Inventory Management

Successfully passed the Attain Overview test, or have equivalent experience with Navision Attain (Financials) application.

Successfully passed the Attain Essentials test.

A background in distribution or logistics.

Inventory Availability

Reservations

Order Tracking

Reserving items on a purchase order

Tracking to a planned purchase order

Determine item availability and projected availability.

Reserve items from inventory or from a purchase order.

Track purchase and sales orders using order tracking functionality.

Setting Up a Company with Multiple Locations

Selling and Purchasing in a Company with Multiple Locations

Controlling Inventory at Multiple Locations

Create and set up a new location

Create and set up a responsibility center

Set up a multi-site company

Create purchase orders in a company with multiple locations

Create sales orders in a company with multiple locations

Create and set up stockkeeping units

Set up a company with multiple locations.

Link customers and vendors to locations.

Set up responsibility centers.

Link users, customers, and vendors to responsibility centers.

Create sales and purchase orders for multiple locations.

Create and set up stockkeeping units.

Setting up Transfers

Transferring Items between Locations

Viewing Items in Transit

Setting up a transfer route

Transfer items between locations

Viewing items in transit

Set up the program to handle transfers.

Create and post manual transfers.

Adjust transfer quantities.

Identify the locations and quantities of items in transit.

Setting up Warehousing

Receiving and Putting Away

Picking and Shipping

Movements and Adjustments

Physical Inventory

Setting up a warehouse location

Receiving and putting away from the purchase document

Receiving with a warehouse receipt

Picking and shipping with inventory pick documents

Shipping with warehouse pick and ship documents

Moving and adjusting bin contents

Performing the physical inventory with bins

Set up locations for warehousing, including bin set up.

Receive and put away items using the purchase order, inventory put-away, or warehouse receipt documents.

Pick and ship items using the sales order, inventory pick, or warehouse shipment documents.

Move items between bins.

Adjust item quantities in bins.

Conduct a physical inventory count in a location with bins.

Setting up Item Tracking

Handling Items with Serial and Lot Numbers

Tracking Items with Serial and Lot Numbers

Handling and Tracking Items with Warranty and Expiration

Transferring Items with Serial and Lot Numbers

Handling items with serial and lot numbers

Tracking the items

Transferring Items with Lot Numbers

Set up item tracking in Microsoft Navision.

Set up items to be tracked by serial or lot number.

Assign serial or lot numbers to items on transactions, including purchases, sales, BOM journals, and transfers.

Track transactions with serial or lot numbers using item entries.