Duration: 1 Day
This course explores the processes that are required to enter and ship sales orders. You will learn how to easily manage the life cycle of your customers' orders-from the initial quote to the shipment documentation and final invoicing. You will also learn how to perform additional sales functions, such as setting up process holds for quality assurance and linking order documents to purchase orders.
What You Will Learn
- Module setup options that allow you to customize the system to fit 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
- How the Sales Order Processing module interacts with the Inventory Control and Purchase Order Processing modules
Audience
- Anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics GP
- Data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of purchasing and gain foundational knowledge of the application functionality
Prerequistes
- General knowledge of Microsoft Windows
- Knowledge of basic navigation functions in Microsoft Dynamics GP
Course Outline
1. Overview and Setup
- 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
2. Entering Quotes, Orders, Back Orders, and Returns
- Sales Batch Entry
- Sales Document Fields
- Line Item Entry for each document type
- Sales Distribution Entry
- Sales Commission Entry
3. Using Special Item Types
- Non-Inventories Items
- Drop-Ship Items
- Serial Numbered Items
- Lot Numbered Items
- Sales Kit Options
4. Printing, Posting, and Transferring Documents
- Printing Sales Documents
- Printing Multiple Documents
- Posting Process
- Transfer Sales Documents
- Sales Quantity Status
5. Fulfilling, Allocating, and Committing Documents
- 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
6. Editing and Removing Records
- 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
Course Labs
Lab 1: Overview and Setup
Lab 2: Entering Quotes, Orders, Back Orders, and Returns
Lab 3: Printing, Posting, and Transferring Documents
Lab 4: Fulfilling, Allocating, and Committing Documents
Lab 5: Editing and Removing Records
