Using Microsoft Dynamics 365 for Finance and Operations: Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps
Gespeichert in:
| 1. Verfasser: | |
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| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Wiesbaden
Springer Vieweg. in Springer Fachmedien Wiesbaden GmbH
2023
|
| Ausgabe: | 2nd ed |
| Schlagworte: | |
| Online-Zugang: | DE-2070s |
| Beschreibung: | Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 Online-Ressource (503 Seiten) |
| ISBN: | 9783658404536 |
Internformat
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| 041 | 0 | |a eng | |
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| 082 | 0 | |a 658.05 | |
| 100 | 1 | |a Luszczak, Andreas |e Verfasser |4 aut | |
| 245 | 1 | 0 | |a Using Microsoft Dynamics 365 for Finance and Operations |b Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps |
| 250 | |a 2nd ed | ||
| 264 | 1 | |a Wiesbaden |b Springer Vieweg. in Springer Fachmedien Wiesbaden GmbH |c 2023 | |
| 264 | 4 | |c ©2023 | |
| 300 | |a 1 Online-Ressource (503 Seiten) | ||
| 336 | |b txt |2 rdacontent | ||
| 337 | |b c |2 rdamedia | ||
| 338 | |b cr |2 rdacarrier | ||
| 500 | |a Description based on publisher supplied metadata and other sources | ||
| 505 | 8 | |a Intro -- Preface -- Reading this Book -- Microsoft Dynamics 365 Product Version -- New in This Edition -- Applicable Settings -- Available Support -- Acknowledgments -- Table of Contents -- 1 What is Microsoft Dynamics 365? -- 1.1 Dynamics 365, Dynamics AX and Axapta -- 1.2 Dynamics 365 for Finance and Operations at a Glance -- 1.2.1 Functional Capabilities -- 1.2.2 Implementation -- 1.2.3 Data Structure -- 1.2.4 Voucher Principle -- 2 Getting Started: Navigation and General Options -- 2.1 User Interface and Common Tasks -- 2.1.1 Login and Authentication -- 2.1.2 Navigation -- 2.1.2.1 Navigation Pane -- 2.1.2.2 Modules and Menu Structure -- 2.1.2.3 Recent Pages -- 2.1.2.4 Navigation Search -- 2.1.2.5 Favorites and Shared Links -- 2.1.2.6 Switching the Current Company -- 2.1.3 Elements of the User Interface -- 2.1.3.1 Dashboard -- 2.1.3.2 Navigation Bar -- 2.1.3.3 Workspaces -- 2.1.3.4 List Pages -- 2.1.3.5 Action Pane and Action Search -- 2.1.3.6 Detail Forms for Master Data -- 2.1.3.7 Detail Forms for Transaction Data -- 2.1.3.8 Inquiries and Setup Forms -- 2.1.3.9 Connected Browser Windows -- 2.1.4 Working with Records -- 2.1.4.1 Structure of Pages and Forms -- 2.1.4.2 Edit Mode and Read Mode -- 2.1.4.3 Inserting Records -- 2.1.4.4 Editing Data -- 2.1.4.5 Deleting Data -- 2.1.4.6 Elements in List Pages and Detail Forms -- 2.1.4.7 Lookup Fields and Table Reference -- 2.1.4.8 Product Information Dialog -- 2.1.4.9 Segmented Entry Control -- 2.1.4.10 Message Bar and Action Center -- 2.1.5 Filtering and Sorting -- 2.1.5.1 Quick Filter -- 2.1.5.2 Filter Pane -- 2.1.5.3 Grid Column Filter -- 2.1.5.4 Advanced Filter -- 2.1.5.5 Saving a Filter -- 2.1.5.6 Sorting -- 2.1.5.7 Drop-down menu -- 2.1.5.8 Filter Expressions -- 2.1.6 Help System -- 2.1.6.1 Accessing Help -- 2.1.6.2 Custom Help with Task Guides -- 2.1.7 Case Study Exercises | |
| 505 | 8 | |a 2.2 Printing and Reporting -- 2.2.1 Printing Documents -- 2.2.1.1 Network Printer Setup -- 2.2.1.2 Printing Standard Reports -- 2.2.1.3 Print Preview -- 2.2.1.4 Print Archive -- 2.2.1.5 Post and Print -- 2.2.1.6 Reprinting and Batch Processing -- 2.2.2 Microsoft Office Integration -- 2.2.2.1 Static Export to Excel -- 2.2.2.2 Opening Data in Excel -- 2.2.2.3 Document Templates for Excel Integration -- 2.2.3 Case Study Exercise -- 2.3 Advanced Options -- 2.3.1 User Options -- 2.3.1.1 Settings in the User Options -- 2.3.1.2 Usage Data -- 2.3.2 Personalization and Saved Views -- 2.3.2.1 Restricted Personalization and Advanced Grid Capabilities -- 2.3.2.2 Full Personalization -- 2.3.2.3 Custom Fields -- 2.3.2.4 Saved Views -- 2.3.2.5 Personalization Setup and Management -- 2.3.3 Record Information and Templates -- 2.3.3.1 Options in the Record Information Dialog -- 2.3.3.2 Renaming -- 2.3.3.3 Show All Fields and the Database Log -- 2.3.3.4 Record Templates -- 2.3.4 Case Study Exercises -- 2.4 Global Address Book -- 2.4.1 Parties and Addresses -- 2.4.1.1 Creating Parties in the Global Address Book -- 2.4.1.2 Indirectly Creating Parties -- 2.4.1.3 Internal Organizations -- 2.4.2 Address Books -- 2.4.2.1 Party Roles -- 2.4.2.2 Address Book Parameters -- 2.4.3 Case Study Exercise -- 3 Purchase Management -- 3.1 Business Processes in Purchasing -- 3.1.1 Basic Approach -- 3.1.1.1 Master Data and Transactions in Purchasing -- 3.1.1.2 Material Requirement, Purchase Requisition, and Request for Quotation -- 3.1.1.3 Purchase Order -- 3.1.1.4 Product Receipt, Vendor Invoice, and Vendor Payment -- 3.1.1.5 Ledger Integration and Voucher Principle -- 3.1.2 At a Glance: Purchase Order Processing -- 3.2 Vendor Management -- 3.2.1 Vendor Records -- 3.2.1.1 Entering New Vendors -- 3.2.1.2 Global Address Book Integration -- 3.2.1.3 General Data -- 3.2.1.4 Input Tax | |
| 505 | 8 | |a 3.2.1.5 Settings for Delivery and Payment -- 3.2.1.6 Postal Addresses -- 3.2.1.7 Contact Information -- 3.2.1.8 Features in the Vendor Page -- 3.2.1.9 Vendor Approval -- 3.2.1.10 One-time Vendors -- 3.2.1.11 Sharing Vendors across Companies -- 3.2.1.12 Vendor Collaboration -- 3.2.2 Payment Terms and Cash Discounts -- 3.2.2.1 Terms of Payment -- 3.2.2.2 Cash on Delivery -- 3.2.2.3 Cash Discounts -- 3.2.3 Ledger Integration -- 3.2.3.1 Subledger and General Ledger -- 3.2.3.2 Settings for Vendor Transactions -- 3.2.4 Case Study Exercises -- 3.3 Product Management in Purchasing -- 3.3.1 Product Categories and Procurement Categories -- 3.3.1.1 Category Hierarchies and Product Categories -- 3.3.1.2 Procurement Categories -- 3.3.2 Basic Product Data -- 3.3.2.1 Shared Products -- 3.3.2.2 Releasing a Product -- 3.3.2.3 Managing Released Products -- 3.3.2.4 Purchasing Related Data and Default Order Settings -- 3.3.3 Purchase Price Setup -- 3.3.3.1 Base Purchase Price -- 3.3.3.2 Automatic Price Update -- 3.3.3.3 Price Charges -- 3.3.4 Case Study Exercises -- 3.4 Purchase Order Management -- 3.4.1 Basics of Purchase Order Processing -- 3.4.1.1 Approving and Confirming Purchase Orders -- 3.4.1.2 Receipts List and Inventory Registration -- 3.4.1.3 Product Receipts -- 3.4.1.4 Vendor Invoices -- 3.4.1.5 Physical and Financial Transactions -- 3.4.2 Purchase Order Registration -- 3.4.2.1 Entering a Purchase Order -- 3.4.2.2 Purchase Order Lines -- 3.4.2.3 Inventory Transactions -- 3.4.2.4 Intangible Items and Procurement Categories -- 3.4.2.5 Delivery Addresses -- 3.4.2.6 Input Tax (Sales Tax) -- 3.4.2.7 Charges -- 3.4.2.8 Delivery Schedule -- 3.4.2.9 Header View and Lines View -- 3.4.2.10 Copying a Purchase Order -- 3.4.2.11 Purchase Journal Orders -- 3.4.3 Change Management and Purchase Order Approval -- 3.4.3.1 Change Management Settings -- 3.4.3.2 Approval Status | |
| 505 | 8 | |a 3.4.3.3 Approval Workflow for Purchase Orders -- 3.4.3.4 Request Changes -- 3.4.4 Canceling and Deleting Purchase Orders -- 3.4.4.1 Canceling an Order or Order Line -- 3.4.4.2 Deleting Purchase Orders and Order Lines -- 3.4.5 Purchase Inquiries and Order Confirmations -- 3.4.5.1 Purchase Inquiries -- 3.4.5.2 Purchase Order Confirmations -- 3.4.5.3 Posting Dialog for Order Updates -- 3.4.5.4 Pro Forma Documents -- 3.4.5.5 Summary Updates -- 3.4.5.6 Inquiries and Document Reprint -- 3.4.6 Case Study Exercises -- 3.5 Item Receipt -- 3.5.1 Basics of Item Receipts -- 3.5.2 Receipts Lists -- 3.5.3 Inventory Registration -- 3.5.3.1 Registration in a Purchase Order Line -- 3.5.3.2 Registration Status -- 3.5.3.3 Item Arrival Journals -- 3.5.3.4 Arrival Overview -- 3.5.3.5 Reversing an Inventory Registration -- 3.5.4 Product Receipts -- 3.5.4.1 Posting Dialog for Product Receipts -- 3.5.4.2 Product Receipts in Summary Updates and Item Arrival Journals -- 3.5.4.3 Canceling a Product Receipt -- 3.5.4.4 Ledger Integration and Settings for Product Receipt Posting -- 3.5.5 Partial Delivery, Underdelivery, and Overdelivery -- 3.5.5.1 Inventory Registration of Partial Deliveries -- 3.5.5.2 Product Receipt of Partial Deliveries -- 3.5.5.3 Underdelivery and Overdelivery -- 3.5.6 Order Status and Inquiries -- 3.5.6.1 Purchase Order Status -- 3.5.6.2 Inventory Transaction Status -- 3.5.6.3 Product Receipt Inquiry -- 3.5.6.4 Ledger Transactions and Transaction Origin -- 3.5.7 Case Study Exercises -- 3.6 Vendor Invoice -- 3.6.1 Processing Vendor Invoices -- 3.6.1.1 Registering a Vendor Invoice -- 3.6.1.2 Collective Vendor Invoices -- 3.6.1.3 Invoice Matching -- 3.6.1.4 Posting a Vendor Invoice -- 3.6.1.5 Invoices without Order Reference -- 3.6.2 Order Status and Inquiries -- 3.6.2.1 Purchase Order Status and Transaction Status -- 3.6.2.2 Invoice Inquiry | |
| 505 | 8 | |a 3.6.2.3 Ledger Transactions and Transaction Origin -- 3.6.3 Case Study Exercises -- 3.7 Vendor Credit Note and Item Return -- 3.7.1 Crediting and Returning -- 3.7.1.1 Credit Note in the Original Purchase Order -- 3.7.1.2 Credit Note in a New Order -- 3.7.1.3 Inventory Marking -- 3.7.1.4 Transaction Settlement -- 3.7.2 Credit Notes without Item Return -- 3.7.2.1 Crediting and Re-Invoicing -- 3.7.2.2 Crediting and Allocating Charges -- 3.7.3 Case Study Exercise -- 3.8 Purchase Agreement, Requisition, and Quotation Request -- 3.8.1 Purchase Agreements -- 3.8.1.1 Managing Purchase Agreements -- 3.8.1.2 Release Orders -- 3.8.2 Purchase Requisitions -- 3.8.2.1 Prerequisites for Processing Purchase Requisitions -- 3.8.2.2 Entering Purchase Requisitions -- 3.8.2.3 Approval Workflow -- 3.8.2.4 Creating a Purchase Order -- 3.8.3 Requests for Quotation -- 3.8.3.1 Entering Requests for Quotation -- 3.8.3.2 Sending Requests to Vendors -- 3.8.3.3 Request for Quotation Replies -- 3.8.3.4 Approving and Rejecting Replies -- 3.8.4 Case Study Exercise -- 4 Sales and Distribution -- 4.1 Business Processes in Sales and Distribution -- 4.1.1 Basic Approach -- 4.1.1.1 Master Data and Transactions in Sales -- 4.1.1.2 Sales Quotation -- 4.1.1.3 Sales Order -- 4.1.1.4 Picking and Shipment -- 4.1.1.5 Invoicing -- 4.1.1.6 Customer Payment -- 4.1.1.7 Ledger Integration and Voucher Principle -- 4.1.2 At a Glance: Sales Order Processing -- 4.2 Customer Management -- 4.2.1 Core Data in the Customer Records -- 4.2.1.1 Create Customer Dialog -- 4.2.1.2 Customer Detail Form -- 4.2.1.3 Invoice Account -- 4.2.1.4 Alternative Addresses and Global Address Book Integration -- 4.2.1.5 Credit Limit -- 4.2.1.6 Print Management -- 4.2.1.7 Advanced Notes -- 4.2.2 Case Study Exercise -- 4.3 Product Management in Sales -- 4.3.1 Product Data and Sales Categories -- 4.3.1.1 Sales Categories | |
| 505 | 8 | |a 4.3.1.2 Entering New Products | |
| 650 | 4 | |a Business logistics-Decision making | |
| 776 | 0 | 8 | |i Erscheint auch als |n Druck-Ausgabe |a Luszczak, Andreas |t Using Microsoft Dynamics 365 for Finance and Operations |d Wiesbaden : Springer Vieweg. in Springer Fachmedien Wiesbaden GmbH,c2023 |z 9783658404529 |
| 912 | |a ZDB-30-PQE | ||
| 943 | 1 | |a oai:aleph.bib-bvb.de:BVB01-035212344 | |
| 966 | e | |u https://ebookcentral.proquest.com/lib/hwr/detail.action?docID=7188574 |l DE-2070s |p ZDB-30-PQE |q HWR_PDA_PQE |x Aggregator |3 Volltext | |
Datensatz im Suchindex
| _version_ | 1810600618258071552 |
|---|---|
| adam_text | |
| any_adam_object | |
| author | Luszczak, Andreas |
| author_facet | Luszczak, Andreas |
| author_role | aut |
| author_sort | Luszczak, Andreas |
| author_variant | a l al |
| building | Verbundindex |
| bvnumber | BV049872886 |
| collection | ZDB-30-PQE |
| contents | Intro -- Preface -- Reading this Book -- Microsoft Dynamics 365 Product Version -- New in This Edition -- Applicable Settings -- Available Support -- Acknowledgments -- Table of Contents -- 1 What is Microsoft Dynamics 365? -- 1.1 Dynamics 365, Dynamics AX and Axapta -- 1.2 Dynamics 365 for Finance and Operations at a Glance -- 1.2.1 Functional Capabilities -- 1.2.2 Implementation -- 1.2.3 Data Structure -- 1.2.4 Voucher Principle -- 2 Getting Started: Navigation and General Options -- 2.1 User Interface and Common Tasks -- 2.1.1 Login and Authentication -- 2.1.2 Navigation -- 2.1.2.1 Navigation Pane -- 2.1.2.2 Modules and Menu Structure -- 2.1.2.3 Recent Pages -- 2.1.2.4 Navigation Search -- 2.1.2.5 Favorites and Shared Links -- 2.1.2.6 Switching the Current Company -- 2.1.3 Elements of the User Interface -- 2.1.3.1 Dashboard -- 2.1.3.2 Navigation Bar -- 2.1.3.3 Workspaces -- 2.1.3.4 List Pages -- 2.1.3.5 Action Pane and Action Search -- 2.1.3.6 Detail Forms for Master Data -- 2.1.3.7 Detail Forms for Transaction Data -- 2.1.3.8 Inquiries and Setup Forms -- 2.1.3.9 Connected Browser Windows -- 2.1.4 Working with Records -- 2.1.4.1 Structure of Pages and Forms -- 2.1.4.2 Edit Mode and Read Mode -- 2.1.4.3 Inserting Records -- 2.1.4.4 Editing Data -- 2.1.4.5 Deleting Data -- 2.1.4.6 Elements in List Pages and Detail Forms -- 2.1.4.7 Lookup Fields and Table Reference -- 2.1.4.8 Product Information Dialog -- 2.1.4.9 Segmented Entry Control -- 2.1.4.10 Message Bar and Action Center -- 2.1.5 Filtering and Sorting -- 2.1.5.1 Quick Filter -- 2.1.5.2 Filter Pane -- 2.1.5.3 Grid Column Filter -- 2.1.5.4 Advanced Filter -- 2.1.5.5 Saving a Filter -- 2.1.5.6 Sorting -- 2.1.5.7 Drop-down menu -- 2.1.5.8 Filter Expressions -- 2.1.6 Help System -- 2.1.6.1 Accessing Help -- 2.1.6.2 Custom Help with Task Guides -- 2.1.7 Case Study Exercises 2.2 Printing and Reporting -- 2.2.1 Printing Documents -- 2.2.1.1 Network Printer Setup -- 2.2.1.2 Printing Standard Reports -- 2.2.1.3 Print Preview -- 2.2.1.4 Print Archive -- 2.2.1.5 Post and Print -- 2.2.1.6 Reprinting and Batch Processing -- 2.2.2 Microsoft Office Integration -- 2.2.2.1 Static Export to Excel -- 2.2.2.2 Opening Data in Excel -- 2.2.2.3 Document Templates for Excel Integration -- 2.2.3 Case Study Exercise -- 2.3 Advanced Options -- 2.3.1 User Options -- 2.3.1.1 Settings in the User Options -- 2.3.1.2 Usage Data -- 2.3.2 Personalization and Saved Views -- 2.3.2.1 Restricted Personalization and Advanced Grid Capabilities -- 2.3.2.2 Full Personalization -- 2.3.2.3 Custom Fields -- 2.3.2.4 Saved Views -- 2.3.2.5 Personalization Setup and Management -- 2.3.3 Record Information and Templates -- 2.3.3.1 Options in the Record Information Dialog -- 2.3.3.2 Renaming -- 2.3.3.3 Show All Fields and the Database Log -- 2.3.3.4 Record Templates -- 2.3.4 Case Study Exercises -- 2.4 Global Address Book -- 2.4.1 Parties and Addresses -- 2.4.1.1 Creating Parties in the Global Address Book -- 2.4.1.2 Indirectly Creating Parties -- 2.4.1.3 Internal Organizations -- 2.4.2 Address Books -- 2.4.2.1 Party Roles -- 2.4.2.2 Address Book Parameters -- 2.4.3 Case Study Exercise -- 3 Purchase Management -- 3.1 Business Processes in Purchasing -- 3.1.1 Basic Approach -- 3.1.1.1 Master Data and Transactions in Purchasing -- 3.1.1.2 Material Requirement, Purchase Requisition, and Request for Quotation -- 3.1.1.3 Purchase Order -- 3.1.1.4 Product Receipt, Vendor Invoice, and Vendor Payment -- 3.1.1.5 Ledger Integration and Voucher Principle -- 3.1.2 At a Glance: Purchase Order Processing -- 3.2 Vendor Management -- 3.2.1 Vendor Records -- 3.2.1.1 Entering New Vendors -- 3.2.1.2 Global Address Book Integration -- 3.2.1.3 General Data -- 3.2.1.4 Input Tax 3.2.1.5 Settings for Delivery and Payment -- 3.2.1.6 Postal Addresses -- 3.2.1.7 Contact Information -- 3.2.1.8 Features in the Vendor Page -- 3.2.1.9 Vendor Approval -- 3.2.1.10 One-time Vendors -- 3.2.1.11 Sharing Vendors across Companies -- 3.2.1.12 Vendor Collaboration -- 3.2.2 Payment Terms and Cash Discounts -- 3.2.2.1 Terms of Payment -- 3.2.2.2 Cash on Delivery -- 3.2.2.3 Cash Discounts -- 3.2.3 Ledger Integration -- 3.2.3.1 Subledger and General Ledger -- 3.2.3.2 Settings for Vendor Transactions -- 3.2.4 Case Study Exercises -- 3.3 Product Management in Purchasing -- 3.3.1 Product Categories and Procurement Categories -- 3.3.1.1 Category Hierarchies and Product Categories -- 3.3.1.2 Procurement Categories -- 3.3.2 Basic Product Data -- 3.3.2.1 Shared Products -- 3.3.2.2 Releasing a Product -- 3.3.2.3 Managing Released Products -- 3.3.2.4 Purchasing Related Data and Default Order Settings -- 3.3.3 Purchase Price Setup -- 3.3.3.1 Base Purchase Price -- 3.3.3.2 Automatic Price Update -- 3.3.3.3 Price Charges -- 3.3.4 Case Study Exercises -- 3.4 Purchase Order Management -- 3.4.1 Basics of Purchase Order Processing -- 3.4.1.1 Approving and Confirming Purchase Orders -- 3.4.1.2 Receipts List and Inventory Registration -- 3.4.1.3 Product Receipts -- 3.4.1.4 Vendor Invoices -- 3.4.1.5 Physical and Financial Transactions -- 3.4.2 Purchase Order Registration -- 3.4.2.1 Entering a Purchase Order -- 3.4.2.2 Purchase Order Lines -- 3.4.2.3 Inventory Transactions -- 3.4.2.4 Intangible Items and Procurement Categories -- 3.4.2.5 Delivery Addresses -- 3.4.2.6 Input Tax (Sales Tax) -- 3.4.2.7 Charges -- 3.4.2.8 Delivery Schedule -- 3.4.2.9 Header View and Lines View -- 3.4.2.10 Copying a Purchase Order -- 3.4.2.11 Purchase Journal Orders -- 3.4.3 Change Management and Purchase Order Approval -- 3.4.3.1 Change Management Settings -- 3.4.3.2 Approval Status 3.4.3.3 Approval Workflow for Purchase Orders -- 3.4.3.4 Request Changes -- 3.4.4 Canceling and Deleting Purchase Orders -- 3.4.4.1 Canceling an Order or Order Line -- 3.4.4.2 Deleting Purchase Orders and Order Lines -- 3.4.5 Purchase Inquiries and Order Confirmations -- 3.4.5.1 Purchase Inquiries -- 3.4.5.2 Purchase Order Confirmations -- 3.4.5.3 Posting Dialog for Order Updates -- 3.4.5.4 Pro Forma Documents -- 3.4.5.5 Summary Updates -- 3.4.5.6 Inquiries and Document Reprint -- 3.4.6 Case Study Exercises -- 3.5 Item Receipt -- 3.5.1 Basics of Item Receipts -- 3.5.2 Receipts Lists -- 3.5.3 Inventory Registration -- 3.5.3.1 Registration in a Purchase Order Line -- 3.5.3.2 Registration Status -- 3.5.3.3 Item Arrival Journals -- 3.5.3.4 Arrival Overview -- 3.5.3.5 Reversing an Inventory Registration -- 3.5.4 Product Receipts -- 3.5.4.1 Posting Dialog for Product Receipts -- 3.5.4.2 Product Receipts in Summary Updates and Item Arrival Journals -- 3.5.4.3 Canceling a Product Receipt -- 3.5.4.4 Ledger Integration and Settings for Product Receipt Posting -- 3.5.5 Partial Delivery, Underdelivery, and Overdelivery -- 3.5.5.1 Inventory Registration of Partial Deliveries -- 3.5.5.2 Product Receipt of Partial Deliveries -- 3.5.5.3 Underdelivery and Overdelivery -- 3.5.6 Order Status and Inquiries -- 3.5.6.1 Purchase Order Status -- 3.5.6.2 Inventory Transaction Status -- 3.5.6.3 Product Receipt Inquiry -- 3.5.6.4 Ledger Transactions and Transaction Origin -- 3.5.7 Case Study Exercises -- 3.6 Vendor Invoice -- 3.6.1 Processing Vendor Invoices -- 3.6.1.1 Registering a Vendor Invoice -- 3.6.1.2 Collective Vendor Invoices -- 3.6.1.3 Invoice Matching -- 3.6.1.4 Posting a Vendor Invoice -- 3.6.1.5 Invoices without Order Reference -- 3.6.2 Order Status and Inquiries -- 3.6.2.1 Purchase Order Status and Transaction Status -- 3.6.2.2 Invoice Inquiry 3.6.2.3 Ledger Transactions and Transaction Origin -- 3.6.3 Case Study Exercises -- 3.7 Vendor Credit Note and Item Return -- 3.7.1 Crediting and Returning -- 3.7.1.1 Credit Note in the Original Purchase Order -- 3.7.1.2 Credit Note in a New Order -- 3.7.1.3 Inventory Marking -- 3.7.1.4 Transaction Settlement -- 3.7.2 Credit Notes without Item Return -- 3.7.2.1 Crediting and Re-Invoicing -- 3.7.2.2 Crediting and Allocating Charges -- 3.7.3 Case Study Exercise -- 3.8 Purchase Agreement, Requisition, and Quotation Request -- 3.8.1 Purchase Agreements -- 3.8.1.1 Managing Purchase Agreements -- 3.8.1.2 Release Orders -- 3.8.2 Purchase Requisitions -- 3.8.2.1 Prerequisites for Processing Purchase Requisitions -- 3.8.2.2 Entering Purchase Requisitions -- 3.8.2.3 Approval Workflow -- 3.8.2.4 Creating a Purchase Order -- 3.8.3 Requests for Quotation -- 3.8.3.1 Entering Requests for Quotation -- 3.8.3.2 Sending Requests to Vendors -- 3.8.3.3 Request for Quotation Replies -- 3.8.3.4 Approving and Rejecting Replies -- 3.8.4 Case Study Exercise -- 4 Sales and Distribution -- 4.1 Business Processes in Sales and Distribution -- 4.1.1 Basic Approach -- 4.1.1.1 Master Data and Transactions in Sales -- 4.1.1.2 Sales Quotation -- 4.1.1.3 Sales Order -- 4.1.1.4 Picking and Shipment -- 4.1.1.5 Invoicing -- 4.1.1.6 Customer Payment -- 4.1.1.7 Ledger Integration and Voucher Principle -- 4.1.2 At a Glance: Sales Order Processing -- 4.2 Customer Management -- 4.2.1 Core Data in the Customer Records -- 4.2.1.1 Create Customer Dialog -- 4.2.1.2 Customer Detail Form -- 4.2.1.3 Invoice Account -- 4.2.1.4 Alternative Addresses and Global Address Book Integration -- 4.2.1.5 Credit Limit -- 4.2.1.6 Print Management -- 4.2.1.7 Advanced Notes -- 4.2.2 Case Study Exercise -- 4.3 Product Management in Sales -- 4.3.1 Product Data and Sales Categories -- 4.3.1.1 Sales Categories 4.3.1.2 Entering New Products |
| ctrlnum | (ZDB-30-PQE)EBC7188574 (ZDB-30-PAD)EBC7188574 (ZDB-89-EBL)EBL7188574 (OCoLC)1373989183 (DE-599)BVBBV049872886 |
| dewey-full | 658.05 |
| dewey-hundreds | 600 - Technology (Applied sciences) |
| dewey-ones | 658 - General management |
| dewey-raw | 658.05 |
| dewey-search | 658.05 |
| dewey-sort | 3658.05 |
| dewey-tens | 650 - Management and auxiliary services |
| discipline | Wirtschaftswissenschaften |
| edition | 2nd ed |
| format | Electronic eBook |
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code="a">(DE-599)BVBBV049872886</subfield></datafield><datafield tag="040" ind1=" " ind2=" "><subfield code="a">DE-604</subfield><subfield code="b">ger</subfield><subfield code="e">rda</subfield></datafield><datafield tag="041" ind1="0" ind2=" "><subfield code="a">eng</subfield></datafield><datafield tag="049" ind1=" " ind2=" "><subfield code="a">DE-2070s</subfield></datafield><datafield tag="082" ind1="0" ind2=" "><subfield code="a">658.05</subfield></datafield><datafield tag="100" ind1="1" ind2=" "><subfield code="a">Luszczak, Andreas</subfield><subfield code="e">Verfasser</subfield><subfield code="4">aut</subfield></datafield><datafield tag="245" ind1="1" ind2="0"><subfield code="a">Using Microsoft Dynamics 365 for Finance and Operations</subfield><subfield code="b">Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps</subfield></datafield><datafield tag="250" ind1=" " ind2=" "><subfield code="a">2nd ed</subfield></datafield><datafield tag="264" ind1=" " ind2="1"><subfield code="a">Wiesbaden</subfield><subfield code="b">Springer Vieweg. in Springer Fachmedien Wiesbaden GmbH</subfield><subfield code="c">2023</subfield></datafield><datafield tag="264" ind1=" " ind2="4"><subfield code="c">©2023</subfield></datafield><datafield tag="300" ind1=" " ind2=" "><subfield code="a">1 Online-Ressource (503 Seiten)</subfield></datafield><datafield tag="336" ind1=" " ind2=" "><subfield code="b">txt</subfield><subfield code="2">rdacontent</subfield></datafield><datafield tag="337" ind1=" " ind2=" "><subfield code="b">c</subfield><subfield code="2">rdamedia</subfield></datafield><datafield tag="338" ind1=" " ind2=" "><subfield code="b">cr</subfield><subfield code="2">rdacarrier</subfield></datafield><datafield tag="500" ind1=" " ind2=" "><subfield code="a">Description based on publisher supplied metadata and other sources</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Intro -- Preface -- Reading this Book -- Microsoft Dynamics 365 Product Version -- New in This Edition -- Applicable Settings -- Available Support -- Acknowledgments -- Table of Contents -- 1 What is Microsoft Dynamics 365? -- 1.1 Dynamics 365, Dynamics AX and Axapta -- 1.2 Dynamics 365 for Finance and Operations at a Glance -- 1.2.1 Functional Capabilities -- 1.2.2 Implementation -- 1.2.3 Data Structure -- 1.2.4 Voucher Principle -- 2 Getting Started: Navigation and General Options -- 2.1 User Interface and Common Tasks -- 2.1.1 Login and Authentication -- 2.1.2 Navigation -- 2.1.2.1 Navigation Pane -- 2.1.2.2 Modules and Menu Structure -- 2.1.2.3 Recent Pages -- 2.1.2.4 Navigation Search -- 2.1.2.5 Favorites and Shared Links -- 2.1.2.6 Switching the Current Company -- 2.1.3 Elements of the User Interface -- 2.1.3.1 Dashboard -- 2.1.3.2 Navigation Bar -- 2.1.3.3 Workspaces -- 2.1.3.4 List Pages -- 2.1.3.5 Action Pane and Action Search -- 2.1.3.6 Detail Forms for Master Data -- 2.1.3.7 Detail Forms for Transaction Data -- 2.1.3.8 Inquiries and Setup Forms -- 2.1.3.9 Connected Browser Windows -- 2.1.4 Working with Records -- 2.1.4.1 Structure of Pages and Forms -- 2.1.4.2 Edit Mode and Read Mode -- 2.1.4.3 Inserting Records -- 2.1.4.4 Editing Data -- 2.1.4.5 Deleting Data -- 2.1.4.6 Elements in List Pages and Detail Forms -- 2.1.4.7 Lookup Fields and Table Reference -- 2.1.4.8 Product Information Dialog -- 2.1.4.9 Segmented Entry Control -- 2.1.4.10 Message Bar and Action Center -- 2.1.5 Filtering and Sorting -- 2.1.5.1 Quick Filter -- 2.1.5.2 Filter Pane -- 2.1.5.3 Grid Column Filter -- 2.1.5.4 Advanced Filter -- 2.1.5.5 Saving a Filter -- 2.1.5.6 Sorting -- 2.1.5.7 Drop-down menu -- 2.1.5.8 Filter Expressions -- 2.1.6 Help System -- 2.1.6.1 Accessing Help -- 2.1.6.2 Custom Help with Task Guides -- 2.1.7 Case Study Exercises</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">2.2 Printing and Reporting -- 2.2.1 Printing Documents -- 2.2.1.1 Network Printer Setup -- 2.2.1.2 Printing Standard Reports -- 2.2.1.3 Print Preview -- 2.2.1.4 Print Archive -- 2.2.1.5 Post and Print -- 2.2.1.6 Reprinting and Batch Processing -- 2.2.2 Microsoft Office Integration -- 2.2.2.1 Static Export to Excel -- 2.2.2.2 Opening Data in Excel -- 2.2.2.3 Document Templates for Excel Integration -- 2.2.3 Case Study Exercise -- 2.3 Advanced Options -- 2.3.1 User Options -- 2.3.1.1 Settings in the User Options -- 2.3.1.2 Usage Data -- 2.3.2 Personalization and Saved Views -- 2.3.2.1 Restricted Personalization and Advanced Grid Capabilities -- 2.3.2.2 Full Personalization -- 2.3.2.3 Custom Fields -- 2.3.2.4 Saved Views -- 2.3.2.5 Personalization Setup and Management -- 2.3.3 Record Information and Templates -- 2.3.3.1 Options in the Record Information Dialog -- 2.3.3.2 Renaming -- 2.3.3.3 Show All Fields and the Database Log -- 2.3.3.4 Record Templates -- 2.3.4 Case Study Exercises -- 2.4 Global Address Book -- 2.4.1 Parties and Addresses -- 2.4.1.1 Creating Parties in the Global Address Book -- 2.4.1.2 Indirectly Creating Parties -- 2.4.1.3 Internal Organizations -- 2.4.2 Address Books -- 2.4.2.1 Party Roles -- 2.4.2.2 Address Book Parameters -- 2.4.3 Case Study Exercise -- 3 Purchase Management -- 3.1 Business Processes in Purchasing -- 3.1.1 Basic Approach -- 3.1.1.1 Master Data and Transactions in Purchasing -- 3.1.1.2 Material Requirement, Purchase Requisition, and Request for Quotation -- 3.1.1.3 Purchase Order -- 3.1.1.4 Product Receipt, Vendor Invoice, and Vendor Payment -- 3.1.1.5 Ledger Integration and Voucher Principle -- 3.1.2 At a Glance: Purchase Order Processing -- 3.2 Vendor Management -- 3.2.1 Vendor Records -- 3.2.1.1 Entering New Vendors -- 3.2.1.2 Global Address Book Integration -- 3.2.1.3 General Data -- 3.2.1.4 Input Tax</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">3.2.1.5 Settings for Delivery and Payment -- 3.2.1.6 Postal Addresses -- 3.2.1.7 Contact Information -- 3.2.1.8 Features in the Vendor Page -- 3.2.1.9 Vendor Approval -- 3.2.1.10 One-time Vendors -- 3.2.1.11 Sharing Vendors across Companies -- 3.2.1.12 Vendor Collaboration -- 3.2.2 Payment Terms and Cash Discounts -- 3.2.2.1 Terms of Payment -- 3.2.2.2 Cash on Delivery -- 3.2.2.3 Cash Discounts -- 3.2.3 Ledger Integration -- 3.2.3.1 Subledger and General Ledger -- 3.2.3.2 Settings for Vendor Transactions -- 3.2.4 Case Study Exercises -- 3.3 Product Management in Purchasing -- 3.3.1 Product Categories and Procurement Categories -- 3.3.1.1 Category Hierarchies and Product Categories -- 3.3.1.2 Procurement Categories -- 3.3.2 Basic Product Data -- 3.3.2.1 Shared Products -- 3.3.2.2 Releasing a Product -- 3.3.2.3 Managing Released Products -- 3.3.2.4 Purchasing Related Data and Default Order Settings -- 3.3.3 Purchase Price Setup -- 3.3.3.1 Base Purchase Price -- 3.3.3.2 Automatic Price Update -- 3.3.3.3 Price Charges -- 3.3.4 Case Study Exercises -- 3.4 Purchase Order Management -- 3.4.1 Basics of Purchase Order Processing -- 3.4.1.1 Approving and Confirming Purchase Orders -- 3.4.1.2 Receipts List and Inventory Registration -- 3.4.1.3 Product Receipts -- 3.4.1.4 Vendor Invoices -- 3.4.1.5 Physical and Financial Transactions -- 3.4.2 Purchase Order Registration -- 3.4.2.1 Entering a Purchase Order -- 3.4.2.2 Purchase Order Lines -- 3.4.2.3 Inventory Transactions -- 3.4.2.4 Intangible Items and Procurement Categories -- 3.4.2.5 Delivery Addresses -- 3.4.2.6 Input Tax (Sales Tax) -- 3.4.2.7 Charges -- 3.4.2.8 Delivery Schedule -- 3.4.2.9 Header View and Lines View -- 3.4.2.10 Copying a Purchase Order -- 3.4.2.11 Purchase Journal Orders -- 3.4.3 Change Management and Purchase Order Approval -- 3.4.3.1 Change Management Settings -- 3.4.3.2 Approval Status</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">3.4.3.3 Approval Workflow for Purchase Orders -- 3.4.3.4 Request Changes -- 3.4.4 Canceling and Deleting Purchase Orders -- 3.4.4.1 Canceling an Order or Order Line -- 3.4.4.2 Deleting Purchase Orders and Order Lines -- 3.4.5 Purchase Inquiries and Order Confirmations -- 3.4.5.1 Purchase Inquiries -- 3.4.5.2 Purchase Order Confirmations -- 3.4.5.3 Posting Dialog for Order Updates -- 3.4.5.4 Pro Forma Documents -- 3.4.5.5 Summary Updates -- 3.4.5.6 Inquiries and Document Reprint -- 3.4.6 Case Study Exercises -- 3.5 Item Receipt -- 3.5.1 Basics of Item Receipts -- 3.5.2 Receipts Lists -- 3.5.3 Inventory Registration -- 3.5.3.1 Registration in a Purchase Order Line -- 3.5.3.2 Registration Status -- 3.5.3.3 Item Arrival Journals -- 3.5.3.4 Arrival Overview -- 3.5.3.5 Reversing an Inventory Registration -- 3.5.4 Product Receipts -- 3.5.4.1 Posting Dialog for Product Receipts -- 3.5.4.2 Product Receipts in Summary Updates and Item Arrival Journals -- 3.5.4.3 Canceling a Product Receipt -- 3.5.4.4 Ledger Integration and Settings for Product Receipt Posting -- 3.5.5 Partial Delivery, Underdelivery, and Overdelivery -- 3.5.5.1 Inventory Registration of Partial Deliveries -- 3.5.5.2 Product Receipt of Partial Deliveries -- 3.5.5.3 Underdelivery and Overdelivery -- 3.5.6 Order Status and Inquiries -- 3.5.6.1 Purchase Order Status -- 3.5.6.2 Inventory Transaction Status -- 3.5.6.3 Product Receipt Inquiry -- 3.5.6.4 Ledger Transactions and Transaction Origin -- 3.5.7 Case Study Exercises -- 3.6 Vendor Invoice -- 3.6.1 Processing Vendor Invoices -- 3.6.1.1 Registering a Vendor Invoice -- 3.6.1.2 Collective Vendor Invoices -- 3.6.1.3 Invoice Matching -- 3.6.1.4 Posting a Vendor Invoice -- 3.6.1.5 Invoices without Order Reference -- 3.6.2 Order Status and Inquiries -- 3.6.2.1 Purchase Order Status and Transaction Status -- 3.6.2.2 Invoice Inquiry</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">3.6.2.3 Ledger Transactions and Transaction Origin -- 3.6.3 Case Study Exercises -- 3.7 Vendor Credit Note and Item Return -- 3.7.1 Crediting and Returning -- 3.7.1.1 Credit Note in the Original Purchase Order -- 3.7.1.2 Credit Note in a New Order -- 3.7.1.3 Inventory Marking -- 3.7.1.4 Transaction Settlement -- 3.7.2 Credit Notes without Item Return -- 3.7.2.1 Crediting and Re-Invoicing -- 3.7.2.2 Crediting and Allocating Charges -- 3.7.3 Case Study Exercise -- 3.8 Purchase Agreement, Requisition, and Quotation Request -- 3.8.1 Purchase Agreements -- 3.8.1.1 Managing Purchase Agreements -- 3.8.1.2 Release Orders -- 3.8.2 Purchase Requisitions -- 3.8.2.1 Prerequisites for Processing Purchase Requisitions -- 3.8.2.2 Entering Purchase Requisitions -- 3.8.2.3 Approval Workflow -- 3.8.2.4 Creating a Purchase Order -- 3.8.3 Requests for Quotation -- 3.8.3.1 Entering Requests for Quotation -- 3.8.3.2 Sending Requests to Vendors -- 3.8.3.3 Request for Quotation Replies -- 3.8.3.4 Approving and Rejecting Replies -- 3.8.4 Case Study Exercise -- 4 Sales and Distribution -- 4.1 Business Processes in Sales and Distribution -- 4.1.1 Basic Approach -- 4.1.1.1 Master Data and Transactions in Sales -- 4.1.1.2 Sales Quotation -- 4.1.1.3 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| id | DE-604.BV049872886 |
| illustrated | Not Illustrated |
| indexdate | 2024-09-19T05:21:46Z |
| institution | BVB |
| isbn | 9783658404536 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-035212344 |
| oclc_num | 1373989183 |
| open_access_boolean | |
| owner | DE-2070s |
| owner_facet | DE-2070s |
| physical | 1 Online-Ressource (503 Seiten) |
| psigel | ZDB-30-PQE ZDB-30-PQE HWR_PDA_PQE |
| publishDate | 2023 |
| publishDateSearch | 2023 |
| publishDateSort | 2023 |
| publisher | Springer Vieweg. in Springer Fachmedien Wiesbaden GmbH |
| record_format | marc |
| spelling | Luszczak, Andreas Verfasser aut Using Microsoft Dynamics 365 for Finance and Operations Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps 2nd ed Wiesbaden Springer Vieweg. in Springer Fachmedien Wiesbaden GmbH 2023 ©2023 1 Online-Ressource (503 Seiten) txt rdacontent c rdamedia cr rdacarrier Description based on publisher supplied metadata and other sources Intro -- Preface -- Reading this Book -- Microsoft Dynamics 365 Product Version -- New in This Edition -- Applicable Settings -- Available Support -- Acknowledgments -- Table of Contents -- 1 What is Microsoft Dynamics 365? -- 1.1 Dynamics 365, Dynamics AX and Axapta -- 1.2 Dynamics 365 for Finance and Operations at a Glance -- 1.2.1 Functional Capabilities -- 1.2.2 Implementation -- 1.2.3 Data Structure -- 1.2.4 Voucher Principle -- 2 Getting Started: Navigation and General Options -- 2.1 User Interface and Common Tasks -- 2.1.1 Login and Authentication -- 2.1.2 Navigation -- 2.1.2.1 Navigation Pane -- 2.1.2.2 Modules and Menu Structure -- 2.1.2.3 Recent Pages -- 2.1.2.4 Navigation Search -- 2.1.2.5 Favorites and Shared Links -- 2.1.2.6 Switching the Current Company -- 2.1.3 Elements of the User Interface -- 2.1.3.1 Dashboard -- 2.1.3.2 Navigation Bar -- 2.1.3.3 Workspaces -- 2.1.3.4 List Pages -- 2.1.3.5 Action Pane and Action Search -- 2.1.3.6 Detail Forms for Master Data -- 2.1.3.7 Detail Forms for Transaction Data -- 2.1.3.8 Inquiries and Setup Forms -- 2.1.3.9 Connected Browser Windows -- 2.1.4 Working with Records -- 2.1.4.1 Structure of Pages and Forms -- 2.1.4.2 Edit Mode and Read Mode -- 2.1.4.3 Inserting Records -- 2.1.4.4 Editing Data -- 2.1.4.5 Deleting Data -- 2.1.4.6 Elements in List Pages and Detail Forms -- 2.1.4.7 Lookup Fields and Table Reference -- 2.1.4.8 Product Information Dialog -- 2.1.4.9 Segmented Entry Control -- 2.1.4.10 Message Bar and Action Center -- 2.1.5 Filtering and Sorting -- 2.1.5.1 Quick Filter -- 2.1.5.2 Filter Pane -- 2.1.5.3 Grid Column Filter -- 2.1.5.4 Advanced Filter -- 2.1.5.5 Saving a Filter -- 2.1.5.6 Sorting -- 2.1.5.7 Drop-down menu -- 2.1.5.8 Filter Expressions -- 2.1.6 Help System -- 2.1.6.1 Accessing Help -- 2.1.6.2 Custom Help with Task Guides -- 2.1.7 Case Study Exercises 2.2 Printing and Reporting -- 2.2.1 Printing Documents -- 2.2.1.1 Network Printer Setup -- 2.2.1.2 Printing Standard Reports -- 2.2.1.3 Print Preview -- 2.2.1.4 Print Archive -- 2.2.1.5 Post and Print -- 2.2.1.6 Reprinting and Batch Processing -- 2.2.2 Microsoft Office Integration -- 2.2.2.1 Static Export to Excel -- 2.2.2.2 Opening Data in Excel -- 2.2.2.3 Document Templates for Excel Integration -- 2.2.3 Case Study Exercise -- 2.3 Advanced Options -- 2.3.1 User Options -- 2.3.1.1 Settings in the User Options -- 2.3.1.2 Usage Data -- 2.3.2 Personalization and Saved Views -- 2.3.2.1 Restricted Personalization and Advanced Grid Capabilities -- 2.3.2.2 Full Personalization -- 2.3.2.3 Custom Fields -- 2.3.2.4 Saved Views -- 2.3.2.5 Personalization Setup and Management -- 2.3.3 Record Information and Templates -- 2.3.3.1 Options in the Record Information Dialog -- 2.3.3.2 Renaming -- 2.3.3.3 Show All Fields and the Database Log -- 2.3.3.4 Record Templates -- 2.3.4 Case Study Exercises -- 2.4 Global Address Book -- 2.4.1 Parties and Addresses -- 2.4.1.1 Creating Parties in the Global Address Book -- 2.4.1.2 Indirectly Creating Parties -- 2.4.1.3 Internal Organizations -- 2.4.2 Address Books -- 2.4.2.1 Party Roles -- 2.4.2.2 Address Book Parameters -- 2.4.3 Case Study Exercise -- 3 Purchase Management -- 3.1 Business Processes in Purchasing -- 3.1.1 Basic Approach -- 3.1.1.1 Master Data and Transactions in Purchasing -- 3.1.1.2 Material Requirement, Purchase Requisition, and Request for Quotation -- 3.1.1.3 Purchase Order -- 3.1.1.4 Product Receipt, Vendor Invoice, and Vendor Payment -- 3.1.1.5 Ledger Integration and Voucher Principle -- 3.1.2 At a Glance: Purchase Order Processing -- 3.2 Vendor Management -- 3.2.1 Vendor Records -- 3.2.1.1 Entering New Vendors -- 3.2.1.2 Global Address Book Integration -- 3.2.1.3 General Data -- 3.2.1.4 Input Tax 3.2.1.5 Settings for Delivery and Payment -- 3.2.1.6 Postal Addresses -- 3.2.1.7 Contact Information -- 3.2.1.8 Features in the Vendor Page -- 3.2.1.9 Vendor Approval -- 3.2.1.10 One-time Vendors -- 3.2.1.11 Sharing Vendors across Companies -- 3.2.1.12 Vendor Collaboration -- 3.2.2 Payment Terms and Cash Discounts -- 3.2.2.1 Terms of Payment -- 3.2.2.2 Cash on Delivery -- 3.2.2.3 Cash Discounts -- 3.2.3 Ledger Integration -- 3.2.3.1 Subledger and General Ledger -- 3.2.3.2 Settings for Vendor Transactions -- 3.2.4 Case Study Exercises -- 3.3 Product Management in Purchasing -- 3.3.1 Product Categories and Procurement Categories -- 3.3.1.1 Category Hierarchies and Product Categories -- 3.3.1.2 Procurement Categories -- 3.3.2 Basic Product Data -- 3.3.2.1 Shared Products -- 3.3.2.2 Releasing a Product -- 3.3.2.3 Managing Released Products -- 3.3.2.4 Purchasing Related Data and Default Order Settings -- 3.3.3 Purchase Price Setup -- 3.3.3.1 Base Purchase Price -- 3.3.3.2 Automatic Price Update -- 3.3.3.3 Price Charges -- 3.3.4 Case Study Exercises -- 3.4 Purchase Order Management -- 3.4.1 Basics of Purchase Order Processing -- 3.4.1.1 Approving and Confirming Purchase Orders -- 3.4.1.2 Receipts List and Inventory Registration -- 3.4.1.3 Product Receipts -- 3.4.1.4 Vendor Invoices -- 3.4.1.5 Physical and Financial Transactions -- 3.4.2 Purchase Order Registration -- 3.4.2.1 Entering a Purchase Order -- 3.4.2.2 Purchase Order Lines -- 3.4.2.3 Inventory Transactions -- 3.4.2.4 Intangible Items and Procurement Categories -- 3.4.2.5 Delivery Addresses -- 3.4.2.6 Input Tax (Sales Tax) -- 3.4.2.7 Charges -- 3.4.2.8 Delivery Schedule -- 3.4.2.9 Header View and Lines View -- 3.4.2.10 Copying a Purchase Order -- 3.4.2.11 Purchase Journal Orders -- 3.4.3 Change Management and Purchase Order Approval -- 3.4.3.1 Change Management Settings -- 3.4.3.2 Approval Status 3.4.3.3 Approval Workflow for Purchase Orders -- 3.4.3.4 Request Changes -- 3.4.4 Canceling and Deleting Purchase Orders -- 3.4.4.1 Canceling an Order or Order Line -- 3.4.4.2 Deleting Purchase Orders and Order Lines -- 3.4.5 Purchase Inquiries and Order Confirmations -- 3.4.5.1 Purchase Inquiries -- 3.4.5.2 Purchase Order Confirmations -- 3.4.5.3 Posting Dialog for Order Updates -- 3.4.5.4 Pro Forma Documents -- 3.4.5.5 Summary Updates -- 3.4.5.6 Inquiries and Document Reprint -- 3.4.6 Case Study Exercises -- 3.5 Item Receipt -- 3.5.1 Basics of Item Receipts -- 3.5.2 Receipts Lists -- 3.5.3 Inventory Registration -- 3.5.3.1 Registration in a Purchase Order Line -- 3.5.3.2 Registration Status -- 3.5.3.3 Item Arrival Journals -- 3.5.3.4 Arrival Overview -- 3.5.3.5 Reversing an Inventory Registration -- 3.5.4 Product Receipts -- 3.5.4.1 Posting Dialog for Product Receipts -- 3.5.4.2 Product Receipts in Summary Updates and Item Arrival Journals -- 3.5.4.3 Canceling a Product Receipt -- 3.5.4.4 Ledger Integration and Settings for Product Receipt Posting -- 3.5.5 Partial Delivery, Underdelivery, and Overdelivery -- 3.5.5.1 Inventory Registration of Partial Deliveries -- 3.5.5.2 Product Receipt of Partial Deliveries -- 3.5.5.3 Underdelivery and Overdelivery -- 3.5.6 Order Status and Inquiries -- 3.5.6.1 Purchase Order Status -- 3.5.6.2 Inventory Transaction Status -- 3.5.6.3 Product Receipt Inquiry -- 3.5.6.4 Ledger Transactions and Transaction Origin -- 3.5.7 Case Study Exercises -- 3.6 Vendor Invoice -- 3.6.1 Processing Vendor Invoices -- 3.6.1.1 Registering a Vendor Invoice -- 3.6.1.2 Collective Vendor Invoices -- 3.6.1.3 Invoice Matching -- 3.6.1.4 Posting a Vendor Invoice -- 3.6.1.5 Invoices without Order Reference -- 3.6.2 Order Status and Inquiries -- 3.6.2.1 Purchase Order Status and Transaction Status -- 3.6.2.2 Invoice Inquiry 3.6.2.3 Ledger Transactions and Transaction Origin -- 3.6.3 Case Study Exercises -- 3.7 Vendor Credit Note and Item Return -- 3.7.1 Crediting and Returning -- 3.7.1.1 Credit Note in the Original Purchase Order -- 3.7.1.2 Credit Note in a New Order -- 3.7.1.3 Inventory Marking -- 3.7.1.4 Transaction Settlement -- 3.7.2 Credit Notes without Item Return -- 3.7.2.1 Crediting and Re-Invoicing -- 3.7.2.2 Crediting and Allocating Charges -- 3.7.3 Case Study Exercise -- 3.8 Purchase Agreement, Requisition, and Quotation Request -- 3.8.1 Purchase Agreements -- 3.8.1.1 Managing Purchase Agreements -- 3.8.1.2 Release Orders -- 3.8.2 Purchase Requisitions -- 3.8.2.1 Prerequisites for Processing Purchase Requisitions -- 3.8.2.2 Entering Purchase Requisitions -- 3.8.2.3 Approval Workflow -- 3.8.2.4 Creating a Purchase Order -- 3.8.3 Requests for Quotation -- 3.8.3.1 Entering Requests for Quotation -- 3.8.3.2 Sending Requests to Vendors -- 3.8.3.3 Request for Quotation Replies -- 3.8.3.4 Approving and Rejecting Replies -- 3.8.4 Case Study Exercise -- 4 Sales and Distribution -- 4.1 Business Processes in Sales and Distribution -- 4.1.1 Basic Approach -- 4.1.1.1 Master Data and Transactions in Sales -- 4.1.1.2 Sales Quotation -- 4.1.1.3 Sales Order -- 4.1.1.4 Picking and Shipment -- 4.1.1.5 Invoicing -- 4.1.1.6 Customer Payment -- 4.1.1.7 Ledger Integration and Voucher Principle -- 4.1.2 At a Glance: Sales Order Processing -- 4.2 Customer Management -- 4.2.1 Core Data in the Customer Records -- 4.2.1.1 Create Customer Dialog -- 4.2.1.2 Customer Detail Form -- 4.2.1.3 Invoice Account -- 4.2.1.4 Alternative Addresses and Global Address Book Integration -- 4.2.1.5 Credit Limit -- 4.2.1.6 Print Management -- 4.2.1.7 Advanced Notes -- 4.2.2 Case Study Exercise -- 4.3 Product Management in Sales -- 4.3.1 Product Data and Sales Categories -- 4.3.1.1 Sales Categories 4.3.1.2 Entering New Products Business logistics-Decision making Erscheint auch als Druck-Ausgabe Luszczak, Andreas Using Microsoft Dynamics 365 for Finance and Operations Wiesbaden : Springer Vieweg. in Springer Fachmedien Wiesbaden GmbH,c2023 9783658404529 |
| spellingShingle | Luszczak, Andreas Using Microsoft Dynamics 365 for Finance and Operations Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps Intro -- Preface -- Reading this Book -- Microsoft Dynamics 365 Product Version -- New in This Edition -- Applicable Settings -- Available Support -- Acknowledgments -- Table of Contents -- 1 What is Microsoft Dynamics 365? -- 1.1 Dynamics 365, Dynamics AX and Axapta -- 1.2 Dynamics 365 for Finance and Operations at a Glance -- 1.2.1 Functional Capabilities -- 1.2.2 Implementation -- 1.2.3 Data Structure -- 1.2.4 Voucher Principle -- 2 Getting Started: Navigation and General Options -- 2.1 User Interface and Common Tasks -- 2.1.1 Login and Authentication -- 2.1.2 Navigation -- 2.1.2.1 Navigation Pane -- 2.1.2.2 Modules and Menu Structure -- 2.1.2.3 Recent Pages -- 2.1.2.4 Navigation Search -- 2.1.2.5 Favorites and Shared Links -- 2.1.2.6 Switching the Current Company -- 2.1.3 Elements of the User Interface -- 2.1.3.1 Dashboard -- 2.1.3.2 Navigation Bar -- 2.1.3.3 Workspaces -- 2.1.3.4 List Pages -- 2.1.3.5 Action Pane and Action Search -- 2.1.3.6 Detail Forms for Master Data -- 2.1.3.7 Detail Forms for Transaction Data -- 2.1.3.8 Inquiries and Setup Forms -- 2.1.3.9 Connected Browser Windows -- 2.1.4 Working with Records -- 2.1.4.1 Structure of Pages and Forms -- 2.1.4.2 Edit Mode and Read Mode -- 2.1.4.3 Inserting Records -- 2.1.4.4 Editing Data -- 2.1.4.5 Deleting Data -- 2.1.4.6 Elements in List Pages and Detail Forms -- 2.1.4.7 Lookup Fields and Table Reference -- 2.1.4.8 Product Information Dialog -- 2.1.4.9 Segmented Entry Control -- 2.1.4.10 Message Bar and Action Center -- 2.1.5 Filtering and Sorting -- 2.1.5.1 Quick Filter -- 2.1.5.2 Filter Pane -- 2.1.5.3 Grid Column Filter -- 2.1.5.4 Advanced Filter -- 2.1.5.5 Saving a Filter -- 2.1.5.6 Sorting -- 2.1.5.7 Drop-down menu -- 2.1.5.8 Filter Expressions -- 2.1.6 Help System -- 2.1.6.1 Accessing Help -- 2.1.6.2 Custom Help with Task Guides -- 2.1.7 Case Study Exercises 2.2 Printing and Reporting -- 2.2.1 Printing Documents -- 2.2.1.1 Network Printer Setup -- 2.2.1.2 Printing Standard Reports -- 2.2.1.3 Print Preview -- 2.2.1.4 Print Archive -- 2.2.1.5 Post and Print -- 2.2.1.6 Reprinting and Batch Processing -- 2.2.2 Microsoft Office Integration -- 2.2.2.1 Static Export to Excel -- 2.2.2.2 Opening Data in Excel -- 2.2.2.3 Document Templates for Excel Integration -- 2.2.3 Case Study Exercise -- 2.3 Advanced Options -- 2.3.1 User Options -- 2.3.1.1 Settings in the User Options -- 2.3.1.2 Usage Data -- 2.3.2 Personalization and Saved Views -- 2.3.2.1 Restricted Personalization and Advanced Grid Capabilities -- 2.3.2.2 Full Personalization -- 2.3.2.3 Custom Fields -- 2.3.2.4 Saved Views -- 2.3.2.5 Personalization Setup and Management -- 2.3.3 Record Information and Templates -- 2.3.3.1 Options in the Record Information Dialog -- 2.3.3.2 Renaming -- 2.3.3.3 Show All Fields and the Database Log -- 2.3.3.4 Record Templates -- 2.3.4 Case Study Exercises -- 2.4 Global Address Book -- 2.4.1 Parties and Addresses -- 2.4.1.1 Creating Parties in the Global Address Book -- 2.4.1.2 Indirectly Creating Parties -- 2.4.1.3 Internal Organizations -- 2.4.2 Address Books -- 2.4.2.1 Party Roles -- 2.4.2.2 Address Book Parameters -- 2.4.3 Case Study Exercise -- 3 Purchase Management -- 3.1 Business Processes in Purchasing -- 3.1.1 Basic Approach -- 3.1.1.1 Master Data and Transactions in Purchasing -- 3.1.1.2 Material Requirement, Purchase Requisition, and Request for Quotation -- 3.1.1.3 Purchase Order -- 3.1.1.4 Product Receipt, Vendor Invoice, and Vendor Payment -- 3.1.1.5 Ledger Integration and Voucher Principle -- 3.1.2 At a Glance: Purchase Order Processing -- 3.2 Vendor Management -- 3.2.1 Vendor Records -- 3.2.1.1 Entering New Vendors -- 3.2.1.2 Global Address Book Integration -- 3.2.1.3 General Data -- 3.2.1.4 Input Tax 3.2.1.5 Settings for Delivery and Payment -- 3.2.1.6 Postal Addresses -- 3.2.1.7 Contact Information -- 3.2.1.8 Features in the Vendor Page -- 3.2.1.9 Vendor Approval -- 3.2.1.10 One-time Vendors -- 3.2.1.11 Sharing Vendors across Companies -- 3.2.1.12 Vendor Collaboration -- 3.2.2 Payment Terms and Cash Discounts -- 3.2.2.1 Terms of Payment -- 3.2.2.2 Cash on Delivery -- 3.2.2.3 Cash Discounts -- 3.2.3 Ledger Integration -- 3.2.3.1 Subledger and General Ledger -- 3.2.3.2 Settings for Vendor Transactions -- 3.2.4 Case Study Exercises -- 3.3 Product Management in Purchasing -- 3.3.1 Product Categories and Procurement Categories -- 3.3.1.1 Category Hierarchies and Product Categories -- 3.3.1.2 Procurement Categories -- 3.3.2 Basic Product Data -- 3.3.2.1 Shared Products -- 3.3.2.2 Releasing a Product -- 3.3.2.3 Managing Released Products -- 3.3.2.4 Purchasing Related Data and Default Order Settings -- 3.3.3 Purchase Price Setup -- 3.3.3.1 Base Purchase Price -- 3.3.3.2 Automatic Price Update -- 3.3.3.3 Price Charges -- 3.3.4 Case Study Exercises -- 3.4 Purchase Order Management -- 3.4.1 Basics of Purchase Order Processing -- 3.4.1.1 Approving and Confirming Purchase Orders -- 3.4.1.2 Receipts List and Inventory Registration -- 3.4.1.3 Product Receipts -- 3.4.1.4 Vendor Invoices -- 3.4.1.5 Physical and Financial Transactions -- 3.4.2 Purchase Order Registration -- 3.4.2.1 Entering a Purchase Order -- 3.4.2.2 Purchase Order Lines -- 3.4.2.3 Inventory Transactions -- 3.4.2.4 Intangible Items and Procurement Categories -- 3.4.2.5 Delivery Addresses -- 3.4.2.6 Input Tax (Sales Tax) -- 3.4.2.7 Charges -- 3.4.2.8 Delivery Schedule -- 3.4.2.9 Header View and Lines View -- 3.4.2.10 Copying a Purchase Order -- 3.4.2.11 Purchase Journal Orders -- 3.4.3 Change Management and Purchase Order Approval -- 3.4.3.1 Change Management Settings -- 3.4.3.2 Approval Status 3.4.3.3 Approval Workflow for Purchase Orders -- 3.4.3.4 Request Changes -- 3.4.4 Canceling and Deleting Purchase Orders -- 3.4.4.1 Canceling an Order or Order Line -- 3.4.4.2 Deleting Purchase Orders and Order Lines -- 3.4.5 Purchase Inquiries and Order Confirmations -- 3.4.5.1 Purchase Inquiries -- 3.4.5.2 Purchase Order Confirmations -- 3.4.5.3 Posting Dialog for Order Updates -- 3.4.5.4 Pro Forma Documents -- 3.4.5.5 Summary Updates -- 3.4.5.6 Inquiries and Document Reprint -- 3.4.6 Case Study Exercises -- 3.5 Item Receipt -- 3.5.1 Basics of Item Receipts -- 3.5.2 Receipts Lists -- 3.5.3 Inventory Registration -- 3.5.3.1 Registration in a Purchase Order Line -- 3.5.3.2 Registration Status -- 3.5.3.3 Item Arrival Journals -- 3.5.3.4 Arrival Overview -- 3.5.3.5 Reversing an Inventory Registration -- 3.5.4 Product Receipts -- 3.5.4.1 Posting Dialog for Product Receipts -- 3.5.4.2 Product Receipts in Summary Updates and Item Arrival Journals -- 3.5.4.3 Canceling a Product Receipt -- 3.5.4.4 Ledger Integration and Settings for Product Receipt Posting -- 3.5.5 Partial Delivery, Underdelivery, and Overdelivery -- 3.5.5.1 Inventory Registration of Partial Deliveries -- 3.5.5.2 Product Receipt of Partial Deliveries -- 3.5.5.3 Underdelivery and Overdelivery -- 3.5.6 Order Status and Inquiries -- 3.5.6.1 Purchase Order Status -- 3.5.6.2 Inventory Transaction Status -- 3.5.6.3 Product Receipt Inquiry -- 3.5.6.4 Ledger Transactions and Transaction Origin -- 3.5.7 Case Study Exercises -- 3.6 Vendor Invoice -- 3.6.1 Processing Vendor Invoices -- 3.6.1.1 Registering a Vendor Invoice -- 3.6.1.2 Collective Vendor Invoices -- 3.6.1.3 Invoice Matching -- 3.6.1.4 Posting a Vendor Invoice -- 3.6.1.5 Invoices without Order Reference -- 3.6.2 Order Status and Inquiries -- 3.6.2.1 Purchase Order Status and Transaction Status -- 3.6.2.2 Invoice Inquiry 3.6.2.3 Ledger Transactions and Transaction Origin -- 3.6.3 Case Study Exercises -- 3.7 Vendor Credit Note and Item Return -- 3.7.1 Crediting and Returning -- 3.7.1.1 Credit Note in the Original Purchase Order -- 3.7.1.2 Credit Note in a New Order -- 3.7.1.3 Inventory Marking -- 3.7.1.4 Transaction Settlement -- 3.7.2 Credit Notes without Item Return -- 3.7.2.1 Crediting and Re-Invoicing -- 3.7.2.2 Crediting and Allocating Charges -- 3.7.3 Case Study Exercise -- 3.8 Purchase Agreement, Requisition, and Quotation Request -- 3.8.1 Purchase Agreements -- 3.8.1.1 Managing Purchase Agreements -- 3.8.1.2 Release Orders -- 3.8.2 Purchase Requisitions -- 3.8.2.1 Prerequisites for Processing Purchase Requisitions -- 3.8.2.2 Entering Purchase Requisitions -- 3.8.2.3 Approval Workflow -- 3.8.2.4 Creating a Purchase Order -- 3.8.3 Requests for Quotation -- 3.8.3.1 Entering Requests for Quotation -- 3.8.3.2 Sending Requests to Vendors -- 3.8.3.3 Request for Quotation Replies -- 3.8.3.4 Approving and Rejecting Replies -- 3.8.4 Case Study Exercise -- 4 Sales and Distribution -- 4.1 Business Processes in Sales and Distribution -- 4.1.1 Basic Approach -- 4.1.1.1 Master Data and Transactions in Sales -- 4.1.1.2 Sales Quotation -- 4.1.1.3 Sales Order -- 4.1.1.4 Picking and Shipment -- 4.1.1.5 Invoicing -- 4.1.1.6 Customer Payment -- 4.1.1.7 Ledger Integration and Voucher Principle -- 4.1.2 At a Glance: Sales Order Processing -- 4.2 Customer Management -- 4.2.1 Core Data in the Customer Records -- 4.2.1.1 Create Customer Dialog -- 4.2.1.2 Customer Detail Form -- 4.2.1.3 Invoice Account -- 4.2.1.4 Alternative Addresses and Global Address Book Integration -- 4.2.1.5 Credit Limit -- 4.2.1.6 Print Management -- 4.2.1.7 Advanced Notes -- 4.2.2 Case Study Exercise -- 4.3 Product Management in Sales -- 4.3.1 Product Data and Sales Categories -- 4.3.1.1 Sales Categories 4.3.1.2 Entering New Products Business logistics-Decision making |
| title | Using Microsoft Dynamics 365 for Finance and Operations Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps |
| title_auth | Using Microsoft Dynamics 365 for Finance and Operations Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps |
| title_exact_search | Using Microsoft Dynamics 365 for Finance and Operations Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps |
| title_full | Using Microsoft Dynamics 365 for Finance and Operations Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps |
| title_fullStr | Using Microsoft Dynamics 365 for Finance and Operations Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps |
| title_full_unstemmed | Using Microsoft Dynamics 365 for Finance and Operations Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps |
| title_short | Using Microsoft Dynamics 365 for Finance and Operations |
| title_sort | using microsoft dynamics 365 for finance and operations learn and understand the dynamics 365 supply chain management and finance apps |
| title_sub | Learn and Understand the Dynamics 365 Supply Chain Management and Finance Apps |
| topic | Business logistics-Decision making |
| topic_facet | Business logistics-Decision making |
| work_keys_str_mv | AT luszczakandreas usingmicrosoftdynamics365forfinanceandoperationslearnandunderstandthedynamics365supplychainmanagementandfinanceapps |