Waterdeep Trading Company Project - Module 5: Configuring Vendors and Purchasing Products

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Dynamics Companions BARE BONES CONFIGURATION GUIDES

WATERDEEP TRADING COMPANY PROJECT DIARY

Waterdeep Trading Company Project Diary MODULE 1: Configuring Vendors and Purchasing Products

TABLE OF CONTENTS Configuring the Purchasing Controls and Profiles ................................................ 4 Updating the Item Groups with default Posting Accounts .............................. 5 Opening the Item Groups form ...................................................................... 6 Updating the default posting accounts .......................................................... 9 Creating a Posting Profile............................................................................... 18 Opening the Vendor posting profiles form................................................... 19

MODULE 5

Creating a General Vendor Posting Profile ................................................... 22

Configuring Vendors and Purchasing Products

Configuring the default Posting Profile .......................................................... 33 Opening the Accounts payable parameters form ........................................ 34 Updating the Receiving Posting profiles ....................................................... 37 Creating Vendor Profiles .................................................................................... 44 Creating a New Vendor Groups ..................................................................... 45 Opening the Vendor Groups maintenance form .......................................... 46

Now that we have our inventory configured and we have set up our products, we can start stocking our inventory in the Waterdeep Trading Company Store. These products don’t fall off the back of a cart and magically appear for free though (not usually), so we will need to start procuring our new stock the old fashioned way by buying it from the dealers and traders within Waterdeep. In this module, we will show you how to set up the procurement system and start buying and receiving products into the store.

Creating new Vendor Groups ....................................................................... 49 Creating a New Vendor .................................................................................. 70 Opening the Vendor maintenance form ...................................................... 71 Adding a new Vendor ................................................................................... 74 Updating the Vendor Purchasing Defaults ................................................... 80 Purchasing Products ........................................................................................... 87 Creating a Purchase Order ............................................................................. 88 Opening the Purchase Order Preparation workspace .................................. 89 Creating a new Purchase Order .................................................................... 92 Adding lines to the Purchase order ............................................................ 102 Specifying the default receiving location ................................................... 110 Confirming the Purchase Order .................................................................. 114 Receiving Purchase Orders Into Inventory .................................................. 119 Creating a Purchase Order receipt ............................................................. 120 Viewing the Product receipt journals ......................................................... 127 Viewing the Inventory On Hand................................................................... 132 Opening the Inventory On-Hand list inquiry .............................................. 133

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-1Viewing the on-hand inventory .................................................................. 136 Š 2017 Blind Squirrel Publishing, LLC , All Rights Reserved


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