Business Process Walkthroughs
This selection of walkthroughs provides step-by-step, end-to-end business processes that you can perform using the CRONUS International Ltd. demonstration company. The walkthroughs consist of multiple procedures, some of which would normally be performed by one user, while others incorporate several different user roles. In order to simulate the working environment, some of the walkthroughs contain setup steps necessary to complete the exercises as described. These steps can provide insight into the kind of information users need to share with their company's IT professionals.
The walkthroughs are complete scenarios, and should be performed from beginning to end for the greatest benefit. Many are based on Business Central demonstrations, and enable you to try those procedures yourself, at your own pace.
Note
Some of the walkthroughs require sample data that is not available in the default demonstration company in Business Central. For more information, see To create a company with complete sample data in a sandbox.
| To | See |
|---|---|
| Set up a marketing campaign. | Walkthrough: Conducting a Sales Campaign |
| Use prepayments to manage part payments for sales and purchases. Requires complete sample data | Walkthrough: Setting Up and Invoicing Sales Prepayments |
| Set up approval users, when and how the users receive notification about approval workflows, and then modify and enable the relevant approval workflow. | Walkthrough: Setting Up and Using a Purchase Approval Workflow |
| Put received items away in basic warehouse configurations. Requires complete sample data | Walkthrough: Receiving and Putting Away in Basic Warehouse Configurations |
| Put received items away in advanced warehouse configurations. Requires complete sample data | Walkthrough: Receiving and Putting Away in advanced warehouse configurations |
| Plan supply orders to fulfill demand manually. Requires complete sample data | Walkthrough: Planning Supplies Manually |
| Plan supply orders to fulfill demand automatically. Requires complete sample data | Walkthrough: Planning Supplies Automatically |
| Assemble and ship items that are customized on the sales order. Requires complete sample data | Walkthrough: Selling, Assembling, and Shipping Kits |
| Plan a project, from start to finish. Requires complete sample data | Walkthrough: Managing Projects with Jobs |
| Report on the costs of a project. Requires complete sample data | Walkthrough: Calculating Work in Process for a Job |
| Pick items for shipment in basic warehouse configurations. Requires complete sample data | Walkthrough: Picking and Shipping in Basic Warehouse Configurations |
| Perform defects management. Requires complete sample data | Walkthrough: Tracing Serial-Lot Numbers |