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M8514: Microsoft Dynamics GP 9.0 Sales Order Processing

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Course Duration: 1 day

Course Code: M8514

Course Description:

In this one information-packed day, the Microsoft DynamicsT GP Sales Order Processing class explores the accounting cycle and the processes required to enter and ship sales orders. This course shows 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.

A thorough understanding of these topics allows you to boost sales order processing productivity and help improve customer service by automating sales order workflow procedures. Microsoft Dynamics GP 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 allows 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, set up required steps according to your own business needs, and how to automate routine steps. You learn how to manually change quantity, units of measure, and prices to existing sales documents. You see what you can do when orders exceed quantity on hand.

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.

Prerequisites:

Before attending this course, students must have:

- General knowledge of Microsoft Windows
- Knowledge of basic navigation functions in Microsoft Dynamics GP
- Completed any of the following: Microsoft Dynamics GP General Ledger, Payables Management, or Accounts Receivable training

Prerequisite courses:

M8507: Microsoft Dynamics GP 9.0 General Ledger I

M8509: Microsoft Dynamics GP 9.0 Payables Management I

M8508: Microsoft Dynamics GP 9.0 Receivables Management I

Relevant Certifications:

Microsoft Certified Business Management Solutions Specialist: For Dynamics GP

Microsoft Certified Business Management Solutions Professional: For Dynamics GP

This course includes the following modules:

Introduction

• This chapter examines the core processes used in the Sales Order Processing module. You receive an overview of the sales workflow and how transactions integrate with other Microsoft Dynamics GP modules. You see each step in the accounting cycle, briefly discuss its purpose and primary features, and focus on its function in the accounting cycle. Please note that this chapter is not intended to provide you with a detailed description of these topics.

Sales Order Processing Setup Procedures

• This chapter helps you understand the defaults and user options defined in the Sales Order Processing Setup window. You review the variety of pricing structures available in Sales Order Management. You discuss the importance of the Order document Types and how they affect automated work flow in the life-cycle of an order. You learn how the behavior of each document type determines the steps and processes that must take place in the sales order processing cycle. You also learn how to set up process holds allowing you better control over document flow.

Daily Procedures

• This chapter examines the day to day operations in the Sale Order Processing module. You focus on the Sales Transaction Entry window, which is the central location for entering customer orders. You learn the minimum required information to enter an order and the other important fields and options available for tracking, managing and handling orders. You learn about entering quotes, orders, back orders, invoices, and returns. You also learn how to print and transfer documents. You discuss the terms "allocation" and "fulfillment" and determine how these processes can be tailored for your business. You see a process called sales order commitments that allow linking sales order documents to purchase orders in the Purchase Order Processing module.

Maintaining Records

• This chapter discusses the options available for editing, deleting, and voiding sales order documents existing in the system. You review the inquiry screens and reports that are provided to assist you in making informed sales decisions and to track sales data. You also see how to enter automatic returns and manual return documents.

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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