COURSE DESCRIPTION
The Microsoft Dynamics GP Sales Order Processing course explores the processes required to enter and ship sales orders. This course shows you how to easily manage the life-cycle of your customers’ orders, from the initial quote to the shipment documentation and final invoicing. This course also examines how to perform additional sales functions, such as setting up process holds for quality assurance and linking order documents to purchase orders.
WHO SHOULD ATTEND
Sales Order Processing is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics GP. The class is targeted toward administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Sales Order Processing and gain foundational knowledge of the application functionality.
WHAT YOU’LL LEARN
After completing this course, students will be able to:
- Define module setup options that allow you to customize the system to satisfy your organization’s unique requirements
- Create Quotes, Sales Orders, Back Orders, Invoices, and Returns
- Link sales orders to purchase orders
- Allocate and fulfill item quantities automatically and manually
- Execute comprehensive reports and use inquiry screens to obtain information that can be used to analyze and improve business processes
- Understand how the Sales Order Processing module interacts with the Inventory Control and Purchase Order Processing modules
Module 1: Overview and Setup
After reviewing the purpose and primary features of Microsoft Dynamics GP Sales Order Processing, this module examines in detail each of the Sales Order Processing setup options, along with each of the pricing structures available. Each of the available order document types are reviewed, including their affect on automated work flow in the life-cycle of an order. This module examines how the behavior of each order document type determines the steps and processes that must take place in the Sales Order Processing cycle. It also explains how to set up process holds, which provide greater control over document flow.
Lessons
- Primary features of Sales Order Processing
- Sales Order Processing Setup
- Master Documents
- Sales Quote Setup
- Sales Order Setup
- Sales Back Order Setup
- Sales Invoice Setup
- Sales Return Setup
- Sales Process Holds Setup
- Prospect Setup
- User-Defined Fields Setup
- Prospect Maintenance
- Customer Item Setup
Module 2: Entering Quotes, Orders, Back Orders, and Returns
This module focuses on the Sales Transaction Entry window, which is the central location for entering customer orders. This module identifies the minimum required information to enter an order and the other important fields and options available for tracking, managing and handling orders. The data entry process involved in entering quotes, orders, back orders, invoices, and returns is also reviewed.
Lessons
- Sales Batch Entry
- Sales Document Fields
- Line Item Entry for each document type
- Sales Distribution Entry
- Sales Commission Entry
Module 3: Using Special Item Types
This module examines the unique characteristics of “special type” items in Sales Order Processing. This includes entering non-inventoried items, drop-ship items, lot and serial numbered items, and sales kits.
Lessons
- Non-Inventories Items
- Drop-Ship Items
- Serial Numbered Items
- Lot Numbered Items
- Sales Kit Options
Module 4: Printing, Posting, and Transferring Documents
This module examines the day-to-day printing and posting operations in Sale Order Processing. The various printing and posting options for individual and multiple documents are discussed. This module also focuses on which documents can be transferred to other document types and how the document information is affected.
Lessons
- Printing Sales Documents
- Printing Multiple Documents
- Posting Process
- Transfer Sales Documents
- Sales Quantity Status
Module 5: Fulfilling, Allocating, and Committing Documents
This module discusses the terms “allocation” and “fulfillment” and determines how these processes can be tailored for a business. This module also examines the Sales Order Commitment process, which allows linking sales order documents to purchase orders in the Purchase Order Processing module.
Lessons
- Allocating Item Quantities
- Allocating by Line Item
- Allocating by Document or Batch
- Sales Order Fulfillment
- Sales Hold Processing
- Creating Purchase Order Commitments
- Automatic Purchase Order Commitments
Module 6: Editing and Removing Records
This module examines the options available for editing, deleting, and voiding sales order documents existing in the system. The inquiry screens and reports are reviewed to assist you in making informed sales decisions and tracking sales data.
Lessons
- Copying Line Items
- Creating and Posting Sales Returns
- Deleting Documents
- Voiding Sales Documents
- Removing Sales History
- Reconciling Sales Information
- Sales Inquiries and Reports
- Report Lists
Labs
Lab: Overview and Setup
Lab: Entering Quotes, Orders, Back Orders, and Returns
Lab: Printing, Posting, and Transferring Documents
Lab: Fulfilling, Allocating, and Committing Documents
Lab: Editing and Removing Records