Exercise 1: Work with an operational workspace

Scenario: In USMF you are acting as a sales representative to sell item A0001 to your customers. You need to check the available on-hand quantity of the items, find out if there is any default sales price for the item, or trade agreement price per customer.

If the item quantity is not enough, you need to create a purchase order for the customer to fulfill the demand.

1. Login to your Virtual Machine with credentials provided.

2. Navigate to the Dynamics home page on the browser, and the default Dashboard by selecting the Finance and Operations button on the top left or selecting the Home button on the left menu.

3. Select the Sales order processing and inquiry workspace.

4. Select New and then select Sales order from the drop-down.

5. In the Customer account field, enter or select customer US-004 Cave Wholesales and select OK.

6. In the Item number field, enter or select item A0001

7. In the Warehouse field, enter or select 11. The Site is automatically populated.

8. Select the Inventory menu in the Sales order lines section and then select On-hand inventory. Note that there is not enough quantity of this item in this warehouse and select Close.

9. In the Site field, enter or select site 2 and in the Warehouse field, enter or select warehouse 21

10. In the Lead time date change, recalculate ship and receipt dates? dialog, select Yes.

11. Select the Inventory menu in the Sales order lines section and then select On-hand inventory. Note that there is not enough quantity of this item in this warehouse.

12. Select Close.

13. From the Sales order tab in Action pane, select Purchase order.

14. In the Vendor account field, enter or select US-108 City Power & Light.

15. Select the Include checkbox and then select Validate. Select OK after the validation is successful.

16. Select the General tab from the Action pane, select Purchase order.

17. Select the Inventory menu in the Purchase order lines section and then select On-hand.

18. Verify the quantity of 1.00 for A0001 in the Ordered Reserved field and select Close.

19. Select Close.

20. Close the Sales order page.

21. In the Sales order processing and inquiry workspace and select the Unconfirmed tab.

22. Find the sales order you have just created in this exercise. Note this sales order status is Unconfirmed. Select the line in the grid you have just created in this exercise and select the Confirm button.

23. Select the OK button on Confirm sales order window.

24. In the You are about to post the document without printing it. Select OK to continue. dialog, select OK.

25. Select the Confirmed tile in the Sales order processing and inquiry workspace.

26. Find the sales order you have just created in this exercise. Select the sales order number link to open the details page.

27. Close the sales order page.

28. Navigate back to the default Dashboard.