Microsoft Dynamics GP Sales Order Processing
Course 8514: One day;
Instructor-Led
Course Fee:
$499.00
Course Time: 1 day, 9:30 am - 4:30 pm, or 2 evenings, 6pm - 9pm
Introduction
In this one information-packed day, the Microsoft
Dynamics 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.
Audience
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.
At Course Completion
After completing this course, students should be able
to:
| • |
Create Quotes, Sales Orders, Back Orders,
Invoices, and Returns
|
| • |
Allocate and fulfill item quantities
automatically and manually
|
| • |
Execute comprehensive reports and use inquiry
screens to obtain information which you can use
to analyze and improve business processes
|
| • |
Understand how the Sales Order Processing
module interacts with the Microsoft Dynamics GP
Inventory Control, Purchase Order Processing,
and Receivables Management modules
|
| • |
Define set up options for the module that
allow you to customize your system to better fit
your organization's unique needs
|
| • |
Link sales orders to purchase orders
|
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
|
Course Outline
Chapter 1: 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.
Main Topics
| • |
Course Description
|
| • |
Module Overview
|
| • |
Process Flow
|
| • |
Other Features
|
After completing this chapter, students should be
able to:
| • |
Understand the goals of this course
|
| • |
Explain how the Sales Order Processing module
fits into the suite of available modules for the
Dynamics GP system
|
| • |
Follow the flow of transactions through Sales
Order Processing
|
Chapter 2: 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.
Main 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
|
Labs
| • |
Setting up a Quote ID
|
| • |
Setting up a Order ID
|
| • |
Setting up a Back Order ID
|
| • |
Setting up an Invoice ID
|
| • |
Setting up a Return ID
|
| • |
Setting up Customer Items
|
After completing this chapter, students should be
able to:
| • |
Set up default characteristics for sales
quotes, orders, back orders, invoices, and
returns
|
| • |
Create process holds
|
| • |
Personalize setup windows specific to your
business
|
| • |
Set up user-defined fields
|
| • |
Track the status of a sales document at
various stages of its life cycle
|
Chapter 3: 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.
Main 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
|
Labs
| • |
Entering a Quote
|
| • |
Entering an Order
|
| • |
Entering an Invoice
|
| • |
Entering a Return
|
| • |
Transferring a Single Document
|
| • |
Processing a Kit with Item Shortages
|
| • |
Fulfilling Invoice Quantities
|
| • |
Entering an Order with a Manual Purchase
Order Commitment
|
| • |
Entering and Order and Creating a New
Purchase Order
|
After completing this chapter, students should be
able to:
| • |
Enter quotes, orders, back orders, invoices,
and returns
|
| • |
Print quotes, orders, picking tickets,
packing slips, back orders, invoices and returns
|
| • |
Post invoices and Returns
|
| • |
Link orders and back orders to purchase
orders
|
Chapter 4: 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.
Main Topics
| • |
Returns
|
| • |
Deleting Documents
|
| • |
Voiding Documents
|
| • |
Removing History
|
| • |
Reconciling
|
| • |
Inquiries
|
| • |
Reports
|
Labs
| • |
Automated Returns
|
| • |
Correcting a Posted Invoice
|
After completing this chapter, students should be
able to:
| • |
Enter Manual Returns
|
| • |
Enter Automatic Returns
|
| • |
Void Sales Documents
|
| • |
Delete Sales Documents
|
| • |
Perform Inquiries
|
| • |
Print Sales Reports
|
Chapter 5: Conclusion
This chapter reviews the key points discussed in this
course.
Main 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 back ordered 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.
|
| • |
Returns can be automatically generated by
linking them to a posted invoice. Selected line
items will be returned at the originally
invoiced price.
|
| • |
Order fulfillment can be done automatically
as part of the entry process or it can be set up
as a separate process.
|
| • |
Quick Print allows you to print sales
documents such as the invoice, picking ticket
and packing slip in one quick step.
|
Appendix A: SmartList
This appendix discusses the use of SmartList to
access financial data. There are also optional exercises
that can be completed by students if there is time in
class.
Main Topics
| • |
Using SmartLists
|
| • |
Creating Objects
|
| • |
Using the Search Button
|
| • |
Saving New Objects as Favorites
|
Labs
| • |
Create a SmartList Account Inquiry
|
| • |
Save query as a Favorite
|
| • |
Create a SmartList Account Transaction
Inquiry
|
| • |
Create a SmartList Account Summary Inquiry
|
| • |
Create a SmartList Multidimensional Analysis
Inquiry
|
| • |
Export Information to Microsoft Excel
|
| • |
Print Reports
|
After completing this appendix, students should be
able to:
| • |
Use SmartLists to access valuable sales data
|
| • |
Create new SmartList objects
|
| • |
Use the Search button to manage the
information in a view
|
| • |
Explain the various options that are
available when using SmartLists
|
Appendix B: Case Study
This case study is a comprehensive lab used to
reinforce the learning that has occurred throughout the
Sales Order Processing class.
Main Topics
| • |
Sales Order Processing Setup
|
| • |
Sales Order Processing Document Entry
|
| • |
Printing Sales Documents
|
After completing this appendix, students should be
able to:
| • |
Understand the necessary processes to set up
and manage their Sales Order Processing module.
|
| • |
Have more confidence in their ability to use
Sales Order Processing in their company.
|
Appendix C: Test Your Knowledge
This appendix contains short answer and True or False
questions that may be used as a review of the
information covered in this course and may be used as
time permits. Answers to all questions are provided at
the end of the section.
Appendix D: Answers and Solutions
This appendix contains answers and solutions to labs
and exercises used through out the training manual.
|
