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M8349: Great Plains V8.0 Sales Order Processing

1 Day Course
Code M8349

This course has been retired. Please view currently available Business Solutions Training Courses.

Modules

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Introduction (4 topics)

  • Course Description
  • Module Overview
  • Process Flow
  • Other Features

Sales Order Processing Setup Procedures (10 topics)

  • 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 (11 topics)

  • 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 (7 topics)

  • Returns
  • Deleting Documents
  • Voiding Documents
  • Removing History
  • Reconciling
  • Inquiries
  • Reports

Conclusion (5 topics)

  • 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.

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.
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