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所在平台: Udemy |
课程主页: https://www.udemy.com/course/part-8-ms-dynamics-365-finance-operations-mb300-330-310/
课程评论：没有评论
**课程总结：Microsoft Dynamics 365 Finance & Operations - 强化销售和退货流程 (Part 8)** 本课程是Microsoft Dynamics 365 Finance & Operations 终极大师课程的第八部分，重点深入探讨了销售订单的完整生命周期和客户退货流程。通过模拟真实的实施项目，本系列课程旨在帮助学员从零开始全面掌握D365 F&O的财务和运营知识。 **本部分（Part 8）的主要内容包括：** 1. **销售订单处理：** * 销售订单和费用代码的深入解析。 * 理解销售订单中的汇总更新功能。 2. **客户关系和组织结构：** * 客户联系人、组织关联的设置与管理。 * 利用组织信息探索客户的层级结构。 3. **销售订单交付时间控制：** * ATP（可用性预测）时间围栏对交付日期的影响。 * 运输提前期、日历设置以及订单录入截止日期的应用。 4. **销售佣金：** * D365 F&O中销售佣金的处理流程。 5. **直接发货：** * 手动执行的项目直接发货流程。 * 自动化场景下的直接发货处理。 6. **退货销售订单：** * 理解客户退货的基本流程。 * 客户退单、处理代码和重新入库费用的管理。 * 退货订单、供应商退货和替换订单的创建与处理。 * 通过销售贷项处理退货。 * 对销售和退货流程进行总结。 完成此系列课程（包括Part 8）后，学员将能够建立一个功能齐全的法律实体，熟悉关键交易的处理，从而有信心和效率地启动和执行D365 F&O的实施项目。
I hope you have enjoyed watching Part 1 ,2 ,3, 4 ,5 ,6 & 7. Welcome to the Part 8 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 eight: 1. Sales order processing 1.1 Introduction1.2 Mastering sales order and charge codes 1.3 What are summary updates in sales orders?1.4 Summary update continued 2. Party and Customer Associations · 2.1 Customer contacts and party links · 2.1 Exploring customer divisions using party 3. Discussion on sales order lead time · 3.1 Delivery date controls with ATP time fence · 3.2 Transport lead time, Calendars, and Order entry deadlines 4. Sales commissions · 4.1 Sales commissions process in D365 5. Direct Delivery · 5.1 Direct Delivery process ( manual ) · 5.2 Direct Delivery process in automation 6. Return Sales Orders · 6.1 Understanding the customer return process · 6.2 Customer returns, disposition codes and re-stocking fee· 6.3 Return Orders , Vendor return and replacement order.· 6.4 Returns using sales credits.· 6.5 Conclusion
