Dynamics Companions
Waterdeep Trading Company Project Diary
BARE BONES CONFIGURATION GUIDES
WATERDEEP TRADING COMPANY PROJECT DIARY
MODULE 1: Configuring Customers and Selling Products
TABLE OF CONTENTS Configuring the Sales 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............................................................................................ 20 Opening the Customer posting profiles form ............................................................ 21
MODULE 6
Creating a General Customer Posting Profile ............................................................. 24 Configuring the default Posting Profile ....................................................................... 35
Configuring Customers and Selling Products
Opening the Accounts payable parameters form ...................................................... 36 Updating the Default order type................................................................................ 39 Updating the Sales Posting profiles ........................................................................... 41 Creating Customer Profiles .............................................................................................. 47
Now that the Waterdeep Trading Company is getting some inventory into the Waterdeep Store we can start selling it and tracking all our customers and orders. In this module we will configure the ordering profiles, create customers and best of all we will sell the products to the Waterdeep clientele. Before long we will be making so much coinage that we won’t know what to do with it.
Creating a New Customer Groups .............................................................................. 48 Opening the Customer Groups maintenance form.................................................... 49 Creating new Customer Groups ................................................................................. 52 Creating a New Customer ........................................................................................... 71 Opening the Customer maintenance form ................................................................ 72 Adding a new Customer ............................................................................................. 75 Updating the Customer Order Defaults ..................................................................... 87 Selling Products ............................................................................................................... 94 Creating a Sales Order ................................................................................................ 95 Opening the Sales Order Processing and Inquiry workspace ..................................... 96 Creating a new Sales Order ........................................................................................ 99 Adding lines to the Sales order ................................................................................ 109 Specifying the default picking location .................................................................... 117 Confirming the Sales Order ...................................................................................... 121 Picking Sales Orders From Inventory ........................................................................ 129 Creating a Sales Order pick list................................................................................. 130 Activating the Pick List ............................................................................................. 137 Posting the Packing Slip ........................................................................................... 141 Viewing the shipment journals ................................................................................ 148 Viewing the Inventory On Hand................................................................................ 152
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Opening the Inventory On-Hand list inquiry ............................................................ 153 -1-
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Viewing the on-hand inventory ............................................................................... 156