MB-800: Microsoft Dynamics 365 Business Central Functional Consultant → MB-800 Microsoft Dynamics 365 Business Central Functional Consultant Part 2

MB-800 Microsoft Dynamics 365 Business Central Functional Consultant Part 2

Question #: 44
Topic #: 4
Case study –

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.

To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.

At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.

To start the case study –
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.

Background –

Northwind Traders is an independent, family-owned business. The company distributes natural pet products in the Northwest region of the country/region. Products are purchased directly from manufacturers and distributed by using its own fleet of trucks.

When the company started, deliveries were within a three-hour radius of the warehouse. Due to regional growth, current deliveries require drivers to stay overnight on some routes. The company plans to open a second warehouse to expand the region and eliminate overnights for route drivers. The company also plans to hire a second group of employees to run operations in this new location. The finance and accounting teams will remain in the original location.

The company uses a third-party system for financials and order management. The finance department stated that the company’s fiscal year begins on July 1 and ends on June 30. The mm/dd/yyyy date format is used.

As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.

Current environment –

Orders –
• Orders are emailed to customer service and manually keyed into the inventory system.

Pricing and discounts –
• Customer pricing is determined by the customer market type. Customer market types are Retail, Veterinarian, and Breeder. Each customer is associated with only one market type.
• Vendors offer monthly promotions to customers by item, brand, or item category.
• Invoices should show each customer’s base price, the discount amount, and the net price.

Accounts payable –
• The company wants to expand vendor payment options in the new system.

Requirement –

Customers –
• The sales team must be able to do the following:
o Quickly set up new customers with the proper settings based on customer type. o Identify customers by market type. Customer posting groups will be used to identify which market the customer belongs to.
• Base price is determined by the customer market type.
• The sales department should receive a warning when entering the order if a customer is over their credit limit.

Sales –
• Customer discounts are offered for specific time frames by item, brand, or product category. Discounts should be added to sales lines automatically.
• Discounts must post to a unique general ledger (G/L) account.
• The business needs to be able to track revenue by location, market, and product category dimensions. Locations 100 and 200 will be set as default dimensions on the two warehouse locations. Food, treats, toys, and supplies are the required product categories, which will be set as default dimensions on the item cards. Each customer card will have a default market dimension.
• The sales manager wants to delete canceled orders and automatically archive them.

Warehouse –
• Orders will be fulfilled from two possible warehouse locations.
• Product will be transferred between locations by using transfer orders.

Sales invoices –
• Invoices will be posted after delivery.
• Invoices will be emailed to the customer.
• The sales department must be able to quickly correct posted invoices for the following scenarios: o Posted invoices that have not been paid. o Posted invoices that have been paid. o Posted invoices created from sales orders. o Posted invoices not created from sales orders.

Accounting –
• The finance department requires that the company has 12 monthly accounting periods per fiscal year.
• Finance department users must be able to reconcile the accounts receivable (AR) subledger to the G/L account at month end.
• AR department users need the ability to settle and close invoices when customers take payment discounts after the payment discount date has passed. AR users should be allowed to accept or reject the payment tolerance.
• Accounts payable (AP) department users must be able to pay vendors by electronic funds transfer (EFT) and use a payment journal batch named EFT to process payments.
• When viewing G/L entries, the finance and accounting teams must be able to see debits and credits instead of a positive or negative amount.
• The company needs to be able to track expenses by department and location. The departments are sales, operations, and administration.
• AR must be able to correct cash application entries.

Issues –

Payment application –
• Customers may have several stores that are responsible for their own orders and payments.
• Occasionally, AR clerks mistakenly apply payments to the incorrect customer invoice.

Invoicing –
• When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
• After the invoices are posted, they must be corrected, which is time-consuming.

Warehouse –
• The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.

Accounts –
• Customer accounts are difficult to view by market type.
• The finance team does not have the ability to report revenue by customer type.

Accounting –
• AR users often find variances between the AR subledger and G/L account.
• Customers often take the payment discount after the payment discount date has passed, leaving open invoices for small amounts.
• The AP department is unable to pay vendors by EFT in the current system.
• Finance and accounting team members have trouble validating postings when they use only the amounts field on G/L entries.
• The finance department is unable to run financial reports by market. All revenue postings must reference a market.

You need to configure a third location to allow transfer orders to be posted between the two warehouses.

What should you configure?

A. Default Dimensions
B. Use as In-Transit
C. Cross-Dock Bin Code
D. Bins

Selected Answer: B

Question #: 9
Topic #: 4
You have a Microsoft Excel file that includes journal entry data that must be imported into Dynamics 365 Business Central. This file was previously imported into a
General Journal batch.
You receive an updated version of the file that includes corrections, deletions, and new journal entries.
Which two actions can you perform by using the Edit in Excel feature? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Modify an existing line in a General Journal batch
B. Insert a new line in a General Journal batch
C. Post one or more lines in a General Journal batch
D. Request Approval for one or more lines in a General Journal batch
E. Delete an existing line from a General Journal batch

Selected Answer: AB

Question #: 42
Topic #: 3
A company uses Dynamics 365 Business Central.

The company performs an annual review of customer prices and determines that sales prices must rise by 10% for the coming year.

You need to adjust the prices.

What should you do?

A. Use the action Copy Prices.
B. Use the action Suggest Item Price on Worksheet.
C. Implement price changes to the sales price worksheet.
D. Manually add new lines to the Sales Lines Discount page.

Selected Answer: B

Question #: 28
Topic #: 3
A company implements Dynamics 365 Business Central.

The company plans to automatically post inventory-related documents simultaneously when posting sales transactions.

You need to configure sales and receivables.

Which two settings should you use? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

A. Return Receipt on Credit Memo
B. Stock warning
C. Document Default Line Type
D. Shipment on Invoice

Selected Answer: AD

Question #: 4
Topic #: 1
You are implementing Dynamics 365 Business Central Online.
Users must be added to Business Central for the first time.
You need to add the users.
Which action should you use?

A. Get New Users from Microsoft 365
B. Create a new entry on the User Setup page
C. Update Users from Microsoft 365
D. Import User Groups

Selected Answer: C

Question #: 47
Topic #: 3
A manufacturer uses Dynamics 365 Business Central to procure items.

When the manufacturer deletes or changes purchase orders and blanket purchase orders, a record of these document changes must automatically be maintained. The configuration should not impact performance.

You need to configure Business Central to automatically record the changes.

Which three actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A. Enable archiving of orders.
B. Open the Sales & Receivables Setup page.
C. Open the Purchases & Payables Setup page.
D. Activate the change log.
E. Enable archiving of blanket orders.

Selected Answer: ACE

Question #: 44
Topic #: 3
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You must streamline monthly invoicing by automating repetitive entries for monthly charges when managing subscriptions.

You need to add default general ledger (GL) accounts to a Customer Card.

Solution: Configure a Standard Purchase Code Card and assign it to a Vendor Card.

Does the solution meet the goal?

A. Yes
B. No

Selected Answer: C

Question #: 39
Topic #: 3
Case study –

Background –

As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.

Current environment –

Orders –
• Orders are emailed to customer service and manually keyed into the inventory system.

Accounts payable –
• The company wants to expand vendor payment options in the new system.

Requirement –

Warehouse –
• Orders will be fulfilled from two possible warehouse locations.
• Product will be transferred between locations by using transfer orders.

Issues –

Invoicing –
• When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
• After the invoices are posted, they must be corrected, which is time-consuming.

Warehouse –
• The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.

Accounts –
• Customer accounts are difficult to view by market type.
• The finance team does not have the ability to report revenue by customer type.

You need to set up customer sales pricing based on the requirements.

Which three actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A. Create a Sales Price List for the customer by using the customer assign-to type.
B. Create a Sales Price List by using the assign-to type of Customer Price Group.
C. Create Customer Price Groups that allow line discounts.
D. Assign the Customer Price Group code on the customer card.
E. Create Customer Price Groups that exclude line discounts.

Selected Answer: BCD

Question #: 4
Topic #: 3
A company operates from India. The company procures materials from Sweden.
You need to set up invoice discount terms for a vendor based in Sweden.
Which three pieces of information should you enter? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

A. currency code
B. minimum amount
C. discount percentage
D. starting date
E. minimum quantity

Selected Answer: ABC

Question #: 45
Topic #: 2
Case study –

Background –

As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.

Current environment –

Orders –
• Orders are emailed to customer service and manually keyed into the inventory system.

Accounts payable –
• The company wants to expand vendor payment options in the new system.

Requirement –

Warehouse –
• Orders will be fulfilled from two possible warehouse locations.
• Product will be transferred between locations by using transfer orders.

Issues –

Invoicing –
• When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
• After the invoices are posted, they must be corrected, which is time-consuming.

Warehouse –
• The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.

Accounts –
• Customer accounts are difficult to view by market type.
• The finance team does not have the ability to report revenue by customer type.

You need to train the Accounts Receivable (AR) department how to correct customer payment application issues.

What are two possible ways to achieve this? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

A. Unapply entries from the customer ledger entries.
B. Unapply entries from the detailed customer ledger entries.
C. Unapply entries from the customer card.
D. Apply entries from the Detailed Customer Ledger Entries page.

Selected Answer: BC

Question #: 12
Topic #: 2
You copy a General Posting Setup from an instance of Dynamics 365 Business Central.
You must configure the General Posting Setup. You assign a category and subcategory to each account.
You need to complete the configuration as efficiently as possible.
What are three ways to complete the configuration? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Use the Copy action to create a new General Posting Setup Card
B. Import a configuration package that contains the General Posting Setup
C. Use the Suggest Accounts action to create all possible posting setup combinations
D. Create a new General Posting Setup Card, and then use the Suggest Accounts action
E. Create a new General Posting Setup Card, and then use the Copy action

Selected Answer: BDE

Question #: 9
Topic #: 2
The general ledger account for accounts receivable must match the sum of all balances on the customer cards.
You need to set up the general ledger account card for accounts receivable to meet this requirement.
What should you do?

A. Configure the account type.
B. Block the account.
C. Configure totaling.
D. Disallow direct posting.

Selected Answer: D

Question #: 8
Topic #: 2
A company has been using Dynamics 365 Business Central for many years.
A new accounting manager for the company reviews the chart of accounts. The manager wants to remove some general ledger accounts.
The Check G/L Account Usage field is selected in the General Ledger Setup.
You need to assist with the account deletions.
What is one requirement that enables deletion of a general ledger account?

A. The account cannot be used in any posting groups or posting setup
B. The account cannot be used in any account schedule.
C. The general ledger account cannot allow for direct posting.
D. The account must have ledger entries.

Selected Answer: A

Question #: 1
Topic #: 2
A company uses Dynamics 365 Business Central to manage receivables.
You must import a series of payments from a bank account and automatically match the payments against similar ledger entries already entered in Business
Central.
You need to import and apply the payments to the ledger entries that are automatically matched by the system.
Which form should you use?

A. Payment services
B. Payment Application Rules
C. Payment Reconciliation Journal
D. Payment Registration

Selected Answer: C

Question #: 55
Topic #: 1
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You need to transfer opening balances data into the system.

Solution: Import the data by using comma-separated values (CSV) files.

Does the solution meet the goal?

A. Yes
B. No

Selected Answer: A

Question #: 11
Topic #: 1
You are setting up and testing a workflow with approval hierarchy in Dynamics 365 Business Central.
In Approval User Setup, you configure the following users:

You create and enable an approval workflow. You configure the workflow to use the approver limit type Approver Chain.
To test the workflow, User1 creates a purchase order for $1,100 and runs the Send Approval Request function.
You need to identify the actions that occur when the workflow runs.
Which set of actions occurs?

A. User4 will receive an approval request. Once approved, the purchase order is released.
B. User3 receives an approval request. Once User3 approves the request, the purchase order is released.
C. User2 will receive an approval request. Once User2 approves the request, User3 will receive an approval request. Once User2 and User3 approve the request, the purchase order is released.
D. User1 will receive an approval request. Once User1 approves the request, User2 must approve the request. Once User2 approves the request, User3 must approve the request. Once User3 approves the request, the purchase order is released.
E. User3 will receive an approval request. Once User3 approves the request, the request is routed to User4 for approval. Once User4 approves the request, the purchase order is released.

Selected Answer: C

Question #: 47
Topic #: 2
A company has been using Dynamics 365 Business Central for many years.

A new accounting manager for the company reviews the chart of accounts. The manager wants to remove some general ledger accounts.

The Check G/L Account Usage field is selected in the General Ledger Setup.

You need to assist with the account deletions.

What is one requirement that enables deletion of a general ledger account?

A. The account cannot be used in any posting groups or posting setup.
B. The general ledger account is configured to allow for deletion.
C. The general ledger account cannot allow for direct posting.
D. The general ledger account must be of the type Balance Sheet.

Selected Answer: A

Question #: 40
Topic #: 4
A company uses Dynamics 365 Business Central.

The finance manager requires a rule that prevents application of the payment to the sales invoice if a user sells to a customer in one currency but receives payment in a different currency.

You need to set up the rule for the currency application.

Which page should you configure?

A. Sales & Receivables Setup
B. General Ledger Setup
C. Customer Card
D. Bank Account Card
E. Currencies

Selected Answer: A

Question #: 43
Topic #: 3
Case study –

Background –

As part of the expansion, the owner plans to upgrade to an ERP system and use Business Central to fulfill the company requirements and manage growth.

Current environment –

Orders –
• Orders are emailed to customer service and manually keyed into the inventory system.

Accounts payable –
• The company wants to expand vendor payment options in the new system.

Requirement –

Warehouse –
• Orders will be fulfilled from two possible warehouse locations.
• Product will be transferred between locations by using transfer orders.

Issues –

Invoicing –
• When items are delivered, customers refuse the items for reasons such as damaged or wrong item.
• After the invoices are posted, they must be corrected, which is time-consuming.

Warehouse –
• The sales department and warehouse managers must have visibility into products that are in the process of being transferred between locations.

Accounts –
• Customer accounts are difficult to view by market type.
• The finance team does not have the ability to report revenue by customer type.

You need to configure payment discounts to resolve the issue reported by the AR users.

Which two options should you configure? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A. Sales & Receivables Setup
B. Payment Discount Grace Period
C. Payment Tolerance Warning
D. Pmt. Disc. Tolerance Warning

Selected Answer: BD

Question #: 41
Topic #: 3
You are setting up a new company for a customer.

The customer wants to sell items in boxes and pallets, but refer to the items as pieces. Each box contains 12 pieces. Each pallet contains 144 pieces.

You need to assign the unit of measures to items.

How should you assign the unit of measures?

A. Create Pieces as a base unit of measure. Add Pallet as an item unit of measure with the quantity per unit set to 144.
B. Create Pieces as an item unit of measure with a quantity per unit of measure set to 1.
C. Create Box as a base unit of measure. Add Pallet as an item unit of measure with the quantity per unit set to 12.
D. Create Pallet as a base unit of measure. Add Box as an item unit of measure with the quantity per unit set to 0.08333.

Selected Answer: A

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