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所在平台: Udemy |
课程主页: https://www.udemy.com/course/ms-dynamics-365-finance-operations-mb300-330-310-part2/
课程评论：没有评论
## Coursera 课程摘要：Microsoft Dynamics 365 Finance & Operations - Part 2 本课程是 Microsoft Dynamics 365 Finance and Operations 应用大师课程的第二部分，旨在通过模拟实际实施项目的方式，循序渐进地教授学员如何从零开始掌握该系统的财务和运营功能。课程涵盖了创建新法人实体、总账、产品信息管理、采购与寻源、销售与市场营销、应付账款、应收账款等核心模块，并通过真实案例进行讲解。完成所有八部分课程后，学员将能够独立搭建一个功能完善的法人实体，并自信快速地启动实际的实施项目。 **Part 2 课程内容概览：** 1. **供应商管理 (Vendor Management)** * 详细讲解供应商管理的前提条件与课程概述。 * 如何在新的法人实体中创建首个供应商。 * 理解“方” (Party)、“供应商” (Vendor) 及其关联关系。 * 探索供应商主数据中的信用评级、信用额度、供应商冻结、原因代码等设置。 * 了解供应商主数据中的币种、发票账号、交货条款、交货方式等信息。 * 介绍变更管理、付款条款、付款方式的设置。 2. **贸易协议 (Trade Agreements) 分步指南** * 学习如何进行贸易协议的设置。 * 创建首个贸易协议日志。 * 在采购订单中查看贸易协议价格。 * 编辑贸易协议并修改价格。 3. **价格与折扣协议 (Prices & Discount Agreements) 分步指南** * 深入讲解行折扣 (Line Discounts) 的设置。 * 在采购订单中应用行折扣。 * 使用百分比折扣设置行折扣。 * 探索使用折扣百分比 1 和 2。 * 通过实际案例演示基于数量的行折扣。 * 介绍使用行折扣的其他功能。 4. **折扣协议 (Discount Agreements) 深度探讨** * 讲解如何在价格协议中使用折扣组。 * 在价格协议中使用供应商折扣组。 * 在采购协议中添加供应商附加费。 * 对比行折扣与多行折扣。 * 探索 Dynamics 365 中的总折扣 (Total Discounts)。 5. **Dynamics 365 中的费用代码 (Charge Codes) 全面解析** * 手动设置费用代码。 * 在采购订单中探索手动费用代码的不同场景。 * 在抬头级别设置自动费用代码。 * 在采购订单中探索自动费用。 * 在行级别设置和探索自动费用代码。 * 通过费用代码实现供应商返利 (Vendor Rebates)。
I hope you have enjoyed watching Part 1. Welcome to the Part 2 of this ultimate masterclass for Microsoft Dynamics 365 Finance and Operations Application. This multi-part series is like a mini-implementation project, carefully tailored to provide the audience with incremental knowledge on Microsoft Dynamics 365 Finance and Operations. The motive of this series is to ensure that the audience learns everything about finance and operations from scratch, with real-life examples, starting from the creation of a new legal entity/company to all essential modules such as general ledger, product information management, procurement sourcing, sales and marketing, accounts payable, accounts receivable, and more. By the completion of all eight parts, you will have a fully functioning legal entity with all the key transactions needed to start your implementation projects with confidence and speed.Below is the content for part two: 1. Vendor Management - Deep-dive discussion1.1 Prerequisites & course overview1.2 Getting started with the creation of the first vendor in a new legal entity.1.3 learning about parties, vendors, and party associations. 1.4 Exploring Credit rating, Credit limit, Vendor hold, Reason codes in vendor master1.5 Exploring Currency, Invoice account, Delivery terms, Mode of delivery in a vendor1.6 Introduction to Change management, Terms of payment, Method of payment setup2. Trade agreements step by step guide2.1 Getting started with trade agreement set-up 2.2 Creation of first trade agreement journal 2.3 Viewing the trade agreement price in the Purchase order2.4 Editing the trade agreements and making changes to the price3. Prices & discount agreements step by step guide3.1 Deep dive into line discounts set-up 3.2 Application of line discounts within a Purchase order3.3 Setting-up line discounts using percentage discounts3.4 Exploring line discounts using discount percentages 1 & 2 3.5 Real-time examples using line discounts by quantity. 3.6 Additional features using line discounts. 4. Discount agreement deep-dive sessions:4.1 Application of discount groups for price agreements 4.2 Using vendor discount groups in price agreements 4.3 Adding vendor surcharges using purchase agreements 4.4 Line discounts Vs Multiline discounts 4.5 Exploring total discounts in D365 5. Everything about charge codes in Dynamics 365:5.1 Manual Charge code set-up 5.2 Exploring different scenarios using manual charge codes in PO 5.3 Setting up automatic charge code at header level 5.4 exploring auto charges within a PO 5.5 Setting up and exploring automation charge code at line level 5.6 Vendor rebates using charge codes.
