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Training Course Outline

Software Development Courses Business Solutions Training Courses

M8349: Great Plains V8.0 Sales Order Processing

Course Duration: 1 day

Course Code: M8349

Course Description:

In this one information packed day, the Microsoft Business Solutions – Great Plains Sales Order Processing class explores the accounting cycle and the processes required to enter and ship sales orders. This course will show you how to easily manage the life-cycle of your customer’s order from the initial quote to the shipment documentation and final invoicing. You learn how to perform additional functions setting up process holds for quality assurance and linking order documents to purchase orders.

You will gain a thorough understanding of these topics which allows you to boost sales order processing productivity and help improve customer service by automating sales order workflow procedures. Great Plains Sales Order Processing gives you precise control over the flow of sales documents by defined quality insurance steps throughout the sales transaction life cycle. Unique ship to addresses per line item will allow you to enter multiple items on a single document and ship to multiple locations.

This course shows you how to eliminate unnecessary steps in the order process, and set up required steps according to your own business needs, and automate routine steps. You will learn how to manually change quantity, units of measure, and prices to existing sales documents. We will show you your options when orders exceed quantity on hand.

Sales Order Processing is recommended for anyone who plans to implement, use, maintain, consult, or support Solomon. The class is targeted toward administrators, office managers, CEO’s, and consultants who need to understand the technical aspects of Sales Order Processing and gain foundational knowledge of the application functionality.

Prerequisites:

Before attending this course, students must have:

- General knowledge of Microsoft Windows.
- Knowledge of basic navigation functions in Great Plains.
- Completion of any of the following: General Ledger, Payables Management, or Accounts Receivable training course required.

Prerequisite courses:

M8344: Great Plains V8.0 General Ledger I

M8345: Great Plains V8.0 Payables Management I

M8346: Great Plains V8.0 Receivables Management I

This course includes the following modules:

Introduction

Course Description
Module Overview
Process Flow
Other Features

Sales Order Processing Setup Procedures

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 Specific Setup

Daily Procedures

Sales Batch Entry
Sales Commission Entry
Sales Process Holds Entry
Printing Documents
Sales Transfers
Allocating Quantities
Sales Order Fulfillment
Creating Purchase Order Commitments
Drop Ship Items
Serial/Lot Numbered Items
Sales Kit Options

Maintaining Records

Returns
Deleting Documents
Voiding Documents
Removing History
Reconciling
Inquiries
Reports

Conclusion

Sale Quotes can be transferred into an invoice or an order without re-keying information.
Sales Orders can be transferred into an invoice or a back order without re-keying information
You can commit a backordered sales line item to an outstanding purchase order from the Sales Transaction Entry window.
You can set up a potential customer as a prospect from the Sales Transaction Entry. A Prospect can only be used on a quote; you must convert them to a customer before transferring the quote to an order.
Process holds can be applied to various stages of the sales fulfillment process to prohibit talking further action. Process holds can be password protected.

To make an enquiry for this course to be run ONSITE at your location, click here or call Sales on +44 (0) 20 7620 0033.

Perpetual Solutions are a global provider of onsite training solutions throughout London, UK and the rest of the world. For scheduled training our UK partner network provides an unrivalled choice of courses.

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