Purchasing in Microsoft Dynamics SL 7.0

Code: 8968
Course duration: 1 days

8968: Purchasing in Microsoft Dynamics SL 7.0 (1 Day)

About this Course

The Microsoft Dynamic SL Purchasing course explores the details for the Purchasing module from how to enter simple purchase orders with only three pieces of information: vendor ID, inventory item ID, and quantity to everything else including unit cost, unit of measure, and account/sub-account information, based on your business rules.

Course Outline

Module 1: Overview and Creating Purchase Orders

This chapter introduces you to the Purchasing module of the Microsoft Dynamics SL product and training course, and the windows and processes that are used to complete the accounting cycle in Purchasing. It also examines the core processes that are used in the Purchasing module. We introduce each step in the accounting cycle, briefly discuss its purpose and primary features, and focus on its function in the accounting cycle. Please note that this chapter is not intended to provide you with a detailed primer on each of these topics. This chapter also examines the process of entering purchase orders. We discuss the types of purchase orders available and the steps for processing each of the different types. You also print purchase orders in this chapter.


  • Course Description
  • Module Overview
  • Process Flow
  • Other Features
  • Procedures for Processing Purchase Orders
  • Processing Orders Step by Step
  • Procedures for Creating Regular Orders
  • Procedures for Creating Drop-Ship Orders
  • Procedures for Creating Blanket Orders
  • Procedures for Creating Standard Orders
  • Purchase Order Window

After completing this chapter, students will be able to:

  • Understand the goals of this course.
  • See how the Purchasing module fits into the suite of available modules for the Microsoft Dynamics SL system.
  • Follow the flow of transactions through Purchasing.
  • Understand the flow of Purchasing transactions.
  • Understand the process of entering Purchase Orders.
  • Receive goods.
  • Understand the various types of purchase orders and when purchase orders are used.
  • Understand the procedure used to enter purchase orders into the Purchasing module.
  • Understand purchase order header, detail, and shipping information.
  • Print Purchase Orders.

Module 2: Inventory and Receipts

This chapter discusses the concepts of entering receipts against purchase orders and returning goods to vendors. We discuss the updates made to the modules that integrate with Purchasing when receipts are entered and the process for creating automatic vouchers and adjustments for Accounts Payable.


  • Procedures for entering regular receipts
  • Procedures for entering returns

After completing this chapter, students will be able to:

  • Understand how to receive goods into inventory in part or in full.
  • Understand the procedures used to complete a drop-ship order.
  • Understand the procedure for entering returns.
  • Enter return transactions.

Module 3: Module Integration and Purchase Order Inquiry

In this chapter, we examine the interaction between the Purchasing module and the modules updated by purchasing transactions. You view the vouchers created by the receipt process in accounts payable, and the transactions in general ledger. You review the reports used to cross reference the accounts payable information back to purchasing and how to view receipts that have not been vouchered. We also discuss purchase price variances. This chapter also examines the inquiry windows that are provided to assist in making purchasing decisions and to track purchasing data.


  • General Ledger
  • Accounts Payable
  • Purchase Price Variance
  • Reports
  • Printing Purchase Orders
  • Reordering
  • Purchase Order Information

Lab : Lab:

  • Enter a receipt for a Purchase Order in the Accounts Payable Voucher and Adjustment window

After completing this chapter, students will be able to:

  • Understand the impact of Receipt/Invoice Entry transactions to General Ledger.
  • Understand the relationship between the Purchasing and Accounts Payable modules
  • Understand Purchase Price Variances.
  • View purchasing information using Inquiry windows.
  • Retrieve information from the purchasing module using reports.

Module 4: Landed Costs and Closing

The objective of this chapter is to examine the windows used to set up the Landed Cost function. We discuss the integration of the landed cost module to the other Microsoft Dynamics SL modules and how landed costs are allocated to inventory items. We also discuss the points of entry for landed cost transactions. Learn to enter Landed Costs in Receipt Entry or Voucher and Adjustment Entry. We discuss how to process transactions in each of these scenarios. This chapter also teaches you to create a closing checklist to ensure all transactions and activities have been completed for the accounting period, correct an out of balance condition, and close only the Purchase Order and Accounts Payable modules or all modules for the period. We also discuss the detail retention and deletion options.


  • Module Integration Diagram
  • Module Implementation Worksheet
  • Landed Cost Categories
  • IN Setup
  • Reason Codes
  • Landed Cost Codes
  • Vendor Maintenance
  • Landed Cost Process Flow
  • Receipt/Invoice Entry
  • Landed Cost Receipt Entry
  • Process PO Landed Cost Batches
  • Voucher and Adjustment Entry
  • Landed Cost Allocation Entry
  • Process AP Landed Cost Batches
  • Balance to the General Ledger
  • Close for the Month or Year
  • Delete Purchasing Detail
  • Perform PO Integrity Check

Lab : Lab:

  • Enter and allocate a landed cost for sales tax

After completing this chapter, students will be able to:

  • Understand the transaction flow for Landed Costs.
  • Complete the Setup process for landed costs.
  • Enter Landed Costs in Receipt/Invoice Entry.
  • Enter Landed Costs in Voucher and Adjustments.
  • Process Landed Cost batches.
  • Understand the timing of closing the Purchasing module with the other Distribution modules.
  • Determine the possible cause of out-of-balance conditions between Purchasing and Accounts Payable.
  • Use the module integrity check.

Module 5: Appendix: Case Study

2008 Microsoft Corporation. All rights reserved.

Before attending this course, students must have:

  • General knowledge of Microsoft Windows.
  • Knowledge of basic navigation functions in Microsoft Dynamics SL

Completion of General Ledger and/or Accounts Payable, training course required

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2018-02-12 09:00 to 2018-02-16 17:00
Attend Online
2018-02-12 09:00 to 2018-02-16 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
09:00 to 17:00
Newark, New Jersey (Virtual Instructor-Led)
2018-01-29 09:00 to 2018-02-02 17:00
Attend Online
2018-01-25 09:00 to 2018-01-26 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)

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