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
Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Preface I have been reviving an old project that started a while ago and has started up a new project blog to track the progress. Being a lifelong fan of Dungeons & Dragons, with the unfortunate problem that I cannot find anyone to play with I have decided to create a test implementation Dynamics 365 in the AD&D format just to see how it would work and if I can find some creative ways to use Dynamics 365 and chose to implement the Waterdeep Trading Company as an example where I can track their many legal (and not so legal) entities within FaerĂťn.
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Introduction Now that the Waterdeep Trading Company is getting some inventory into the Waterdeep Store we can start selling it and tracking all of 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.
Topics Covered •
Configuring the Sales Controls and Profiles
•
Creating Customer Profiles
•
Selling Products
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Configuring the Sales Controls and Profiles Before we start selling any products though, there are some small configurations that we need to make to the sales system that we will need to do to ensure that the inventory is tracked correctly within the system and that all of the postings to the ledger are correct.
Topics Covered •
Updating the Item Groups with default Posting Accounts
•
Creating a Posting Profile
•
Configuring the default Posting Profile
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Updating the Item Groups with default Posting Accounts Just like we did within the Purchasing module, we will want to update the Item Groups that we configured earlier to have some default accounts that we will post to when we ship and invoice our inventory through the sales system. If we don’t have these configured, then the system will balk a little. So let’s set these up now and save a little heartburn later on.
Topics Covered •
Opening the Item Groups form
•
Updating the default posting accounts
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Opening the Item Groups form To do this we will need to return to the Item groups maintenance form.
How to do it‌ Step 1: Open the Item groups form through the menu search
Then you will be able to select the Item groups form from the dropdown list.
We can find the Item groups form through the menu search feature.
This will open up the Item groups maintenance form with the item groups that we have already configured and linked to the products in the system, and we will also see all of the purchasing defaults that we set up in the prior module.
We can do this by clicking on the search icon in the header of the form (or by pressing ALT+G) and then type in item gr into the search box.
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Opening the Item Groups form How to do it‌
Step 1: Open the Item groups form through the menu search We can find the Item groups form through the menu search feature. We can do this by clicking on the search icon in the header of the form (or by pressing ALT+G) and then type in item gr into the search box. Then you will be able to select the Item groups form from the dropdown list.
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Opening the Item Groups form How to do it‌
Step 1: Open the Item groups form through the menu search This will open up the Item groups maintenance form with the item groups that we have already configured and linked to the products in the system, and we will also see all of the purchasing defaults that we set up in the prior module.
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Updating the default posting accounts Now we will want to update a few of the default sales order posting accounts in the Item groups.
How to do it‌ Step 1: Click on the Edit button
Step 4: Select the Cost of goods sold delivered
To start off, we will want to switch to the edit mode within the record view.
Next, we will want to assign a default account for the cost of goods sold of the shipped products.
To do this just click on the Edit button. This will allow us to change the default Main accounts associated with the account types. Step 2: Expand Sales order tab
To do this we will just need to pick the Cost of goods sold delivered option from the dropdown list.
We will want to change the Sales order accounts right now, so we will want to focus on those posting defaults.
This time, we will want to click on the Cost of goods sold delivered dropdown list and pick 5010 (COGS - PRODUCT 1).
To do this just expand the Sales order tab.
Step 5: Choose the Deferred revenue on delivery
Step 3: Choose the Cost of unit delivered
Next, we will want to specify the default account for the revenue deferral on the shipped products.
We will start by assigning a main account to the Cost of the products that we ship to the customer main account.
To do this just select the Deferred revenue on delivery value from the dropdown list.
To do this we will just need to pick the Cost of unit delivered value from the dropdown list.
For this example, we will want to click on the Deferred revenue on delivery dropdown list and pick 4010 (REVENUE - PRODUCT 1).
For this example, we will want to click on the Cost of unit delivered dropdown list and pick 1130 (INV - Finished Goods).
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Step 6: Choose the Deferred revenue offset on delivery
For this example, we will want to click on the Deferred revenue offset on delivery dropdown list and select 1210 (A/REC Trade).
Finally, we will want to specify an offset account for the deferred revenue on the shipped products.
Step 7: Click on the Save button After we have done that we can save the Item group changes.
To do this just pick the Deferred revenue offset on delivery option from the dropdown list.
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To do this, all we need to do is click on the Save button.
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Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Updating the default posting accounts How to do it‌
Step 1: Click on the Edit button To start off, we will want to switch to the edit mode within the record view. To do this just click on the Edit button.
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www.blindsquirrelpublishing.com Š 2018 Blind Squirrel Publishing, LLC , All Rights Reserved
Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Updating the default posting accounts How to do it‌
Step 1: Click on the Edit button This will allow us to change the default Main accounts associated with the account types.
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www.blindsquirrelpublishing.com Š 2018 Blind Squirrel Publishing, LLC , All Rights Reserved
Dynamics Companions Waterdeep Trading Company Project Diary
Advanced Dungeons and Dynamics 365 Implementation Guide Module 6: Configuring Customers and Selling Products
Updating the default posting accounts How to do it‌
Step 2: Expand Sales order tab We will want to change the Sales order accounts right now, so we will want to focus on those posting defaults. To do this just expand the Sales order tab.
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