Introduction
In just one day, the Microsoft Business Solutions – Solomon® Order Management class explores the accounting cycle and the processes required to enter and ship sales orders. This course will show you how to perform additional functions such as create shippers, define credit rules, use the Credit Manager’s Assistant and Customer Service Assistant, and define discount pricing. As well, this course covers the setup and processing in the Order to Purchase module.
A thorough understanding of these topics allows you to boost order management productivity and help improve customer service by automating workflow procedures. Solomon Order Management gives you precise control over the flow of order information. Place large orders for best unit pricing, yet have goods shipped in small increments for production lines. Apply your credit rules to orders to determine whether or not they should be accepted or shipped.
This course shows you how to eliminate unnecessary steps in the order process, set up required steps, and automate routine steps; negotiate prices with immediate access to costs and pricing information. Manually change quantity, units of measure, price, discount percent, extension, commissionable cost, or gross profit percentage. Override shipping priorities and control what happens when orders exceed quantity on hand. Ship orders to multiple locations and on multiple delivery dates using Order Management support for unlimited addresses and dates per line item.
Audience
Order Management training is recommended for anyone who plans to implement,
use, maintain, consult, or support Microsoft Solomon. The class is targeted
toward administrators, office managers, CEO’s, and consultants who
need to understand the technical aspects of Order Management and gain
foundational knowledge of the application functionality.
At Course Completion
After completing this course, students will be able to:
Create Sales Orders, process
Shippers, and Confirm Shipment.
Create price plans and enter master data that will automatically price
items for a Sales Order.
Execute reports and use inquiry screens to obtain information for business
processes.
Understand how the Order Management module interacts with the Inventory,
Purchasing, and Accounts Receivable modules.
Close the Order Management module.
Define set up options for the module that allow you to customize your
system to better fit your organization’s unique needs.
Prerequisites
Before attending this course, students must have:
General knowledge of Microsoft
Windows.
Knowledge of basic navigation functions in Solomon.
Completion of any of the following: General Ledger, Accounts Payable,
or Accounts Receivable training course required.
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course
currently.
Course Materials
The student courseware includes a comprehensive workbook.
Course Outline
Chapter 1: Overview
This overview chapter introduces you to the Order Management module of
the Microsoft Business Solutions – Solomon product and training course,
and the screens and processes that are used to complete the accounting
cycle in Order Management.
Also, it is important to note that this chapter is optional and can be skipped at the instructor’s discretion if the instructor feels that each student’s background provides sufficient experience in these topic areas.
Main Topics
Course Description
Module Overview
Process Flow
Other Features
After completing this chapter, students will be able to:
Understand the goals of this
course.
See how the Order Management module fits into the suite of available modules
for the Solomon system.
Follow the flow of transactions through Order Management.
Chapter 2: Active Overview
This chapter examines the core processes that are used in the Order Management
module. It introduces each step in the accounting cycle, briefly discusses
its purpose and primary features, and focuses on its function in the accounting
cycle. Note that this chapter is not intended to provide you with a detailed
primer on each of these topics.
This chapter is optional and can be skipped at the instructor’s discretion if the instructor feels that each student’s background provides sufficient experience in these topic areas.
Main Topics
Procedures for Processing Orders
Processing Orders – Step by Step
After completing this chapter, students will be able to:
Understand the flow of Order
Management transactions
Understand the process of entering Sales Orders and Shippers
Confirm shipment of goods and print invoices
Understand the importance of the Sales Journal
Chapter 3: Pricing
This chapter examines the pricing structures available in Order Management.
It describes the various ways that discounts may be established and how
to assign those discounts to customers. As well, it looks at the process
for revising sales prices as of a particular date.
Main Topics
Discount Pricing Concepts
Procedures for Establishing Sales Prices
Customer Price Classes
Item Prices Classes
Chain Discounts
Sales Price
Sales Price Revision
Pricing Reports
Lab: Assign Customer Price Classes
Assign customers to the appropriate price classes
Lab: Review Item Price Classes
Determine the item price classes associated with particular inventory
items
Lab: Set Up Sales Prices
Define new price plans based on discount information
After completing this chapter, students will be able to:
Set up customer and item price
classes
Establish sales price and discount information
Chapter 4: Order Types
This chapter discusses the importance of the order types and how they
affect work flow. It discusses how the behavior of each order type determines
the steps and processes that must take place in the order management cycle.
As well, this lesson discusses how to eliminate process from the order
steps and make steps automatic or optional.
Main Topics
Procedures for creating new order types
Pre-Defined order types
Lab: Review the Order Types
Enter an example transaction for a depreciation entry
Lab: Create a New Order Type
Create an order type with specific steps and options.
After completing this chapter, students will be able to:
Understand how order types
affect the workflow of the system
Understand the pre-defined order types in the system
Chapter 5: Processing Orders
In this chapter, you examine the Sales Order screen. We discuss the minimum
required information to enter an order and the other fields and options
available for tracking, managing and handling orders. Other topics in
this lesson include: locating and negotiating prices, entering quotes,
shipping merchandise to multiple customer locations, and indicating reasons
for lost sales.
Main Topics
Procedures for entering Sales Orders
Sales Orders - Workspace
Sales Order Screen
Process Manager
Reports
Lab: Enter an Order
Follow the entire process of entering and processing a sales order
Lab: Enter a Quote
Enter a quote order for a customer
Lab: Convert the Quote to a Sales Order
Convert a quote order to an actual sales order
Lab: Create a Transfer Order
Transfer inventory quantity from one location to another
After completing this chapter, students will be able to:
Enter a Sales Order and understand
the processing options available
Understand the role of the Process Manager
Understand the process flow of an order from the Order Management module
to the Inventory and Accounts Receivable modules
Chapter 6: Shipping Orders
This chapter examines the options available when shipping orders. Use
the Shippers screen to create cash sales, view actual quantities picked,
assembled, inspected, packed, and shipped. View shippers created automatically
and use the Shipment Confirmation process. Use Manifest Entry to indicate
freight, shipping charges and tracking information for shipments to customers.
Main Topics
Procedures for shipping orders
Shippers Screen
Manifest Entry
Shipment Confirmation
Reports
Lab: Enter and Process a Shipper
Enter a counter sale in the Shippers screen
Lab: Enter Actual Freight Charges and Process a Shipper
Use Manifest Entry to indicate actual shipment costs
Lab: Process a Return for Credit
Enter a return in the Shippers screen and create a customer credit.
Lab: Process a Return for Replacement
Enter a return and issue replacement merchandise.
After completing this chapter, students will be able to:
Create Shippers for orders
Confirm shipments
Chapter 7: Order Management Integration
This chapter examines the processes that create batches of transactions
to update the Accounts Receivable and Inventory modules that integrate
with Order Management. The Sales Journal process is discussed along with
the process screens for releasing inventory, cost of goods sold and invoice
batches.
Main Topics
Order Management Integration
Invoice
Shipper Form Post-Process
Sales Journal
Invoice and Memo
Payment Application
Issues
Lab: Review Inventory and Accounts Receivable Batches
View the transaction batches created by the Order Management module in
Inventory
View invoices created by Order Management for customers in Accounts Receivable
After completing this chapter, students will be able to:
Understand the integration
between the Order Management and Accounts Receivable modules
Understand the integration between the Order Management and Inventory
modules
Chapter 8: Managing Orders
Learn to use the Customer Service Assistant and Credit Manager’s
Assistant to locate customer information and orders. Look up customer
information based on selection criteria. Keep track of the value of orders
by salesperson using the Bookings feature to track cost, commissionable
cost and sales amount for orders.
Main Topics
Credit Manager’s Assistant
Customer Lookup
Booking Display
Customer Service Assistant
Task Schedule
Task Server
Credit Card Transactions
Reports
Lab: Post Bookings
Enter a sales order with a salesperson.
Post the bookings and view commissions.
Lab: Use the Credit Manager’s Assistant
Review orders on credit hold and release them for specific customers.
Lab: Use the Customer Service Assistant
Use the Customer Service Assistant to expedite shipment of an order
Lab: Schedule Picking Lists
Use the Task Schedule to automatically print a picking list at a specified
interval.
After completing this chapter, students will be able to:
Use the Customer Service Assistant
and Credit Manager’s Assistant to manage orders
Locate customer information and credit card transactions
Understand the uses of the Early Warning Report
Perform problem solving in the Order Management module
Chapter 9: Order to Purchase Setup
This lesson explores the integration between Order Management and the
Order to Purchase module. It discusses the setup screens for automatically
generating purchase orders for specific sales order line items.
Main Topics
Module Integration Diagram
Module Implementation Worksheet
Order to Purchase Default Logic
Inventory Items
Inventory Sites
Order Types
Lab: Setup Inventory Items with Order to Purchase Defaults
Define the automatic purchase order defaults for inventory items
Lab: Create a New Order Type for Order to Purchase
Create the OU order type
After completing this chapter, students will be able to:
Understand the Order to Purchase
default logic
Complete the screens required to implement the Order to Purchase module
Chapter 10: Order to Purchase Processing
In this chapter you learn to use the OU order type to create a purchase
order automatically from a sales order. We discuss how the settings for
inventory items affect the processing and creation of the purchase order.
Main Topics
Procedures for Processing Order to Purchase Transactions
Sales Orders
Shipment Schedule
Purchase Order for Sales Order
Purchase Orders
Receipt/Invoice Entry
Release Receipt Batches
Process Manager
Shippers
Inquiry Screens
Lab: Process an Order to Purchase Order (non Drop Ship)
Process a Sales Order that automatically creates a Purchase Order
Receive the goods on the Purchase Order
Ship the goods to the customer
Lab: Process an Order to Purchase Drop Shipment
Process a Sales Order that automatically creates a Purchase Order to ship
goods directly from the vendor to the customer
Lab: Review Purchase Order History
Review inventory item details for specific items
After completing this chapter, students will be able to:
Process an Order to Purchase
transaction
Understand the integration between Order Management and Purchasing when
using the Orders to Purchase module
Chapter 11: Closing
This chapter teaches you to create a closing checklist to ensure all transactions
and activities have been completed for the accounting period, produce
appropriate audit trail reports, correct an out of balance condition,
and close only the Order Management and Accounts Receivable modules or
all modules for the period. We also discuss the detail retention and deletion
options.
Main Topics
Balance to the General Ledger
Close for the Month or Year
Delete Order Management Detail
Perform OM Integrity Check
After completing this chapter, students will be able to:
Understand the timing of closing
the Order Management module with the other Inventory and Order Processing
Series modules
Determine the possible cause of out-of-balance conditions between the
Inventory and Order Management modules
Use the module integrity check
Appendix A: Order Management Setup
This appendix describes the defaults and user options defined in the Order
Management Setup screen. Even though these options are typically not changed
after the product is implemented, you will gain an understanding of default
values and processes through the settings in this screen.
Main Topics
Order Management Policies
Order Management setup Checklist
Module Implementation Worksheet
Terms Maintenance
FOB Maintenance
Carriers Maintenance
Ship Via Maintenance
Customer Carriers
Freight Terms
User Defaults
Order Management Setup
Non-Stock Item
Miscellaneous Charges
Payment Types
Certification Text
Inspection
Lost Sale Codes
Credit Managers
Item GL Classes
Customer Contacts
Customer Maintenance
Shipping Address
Reports
Lab: Review Order Management Setup
Review the current settings in the OM Setup screen
Lab: Set up Carriers and Ship Via
Use the Shared Information module to define shipping information
Lab: Set Up Credit Managers
Define a credit manager for use with the Credit Manager’s Assistant
Lab: Set Up Freight Terms
Use the Shared Information module to define a freight policy.
After completing this chapter, students will be able to:
Understand the decisions that
need to be made prior to setting up the General Ledger module.
Understand the coding structure for accounts and subaccounts.
Decide whether to use the Account/Subaccount Validation feature.
Define options in the GL Setup screen to affect processing.
Appendix B: Sales Tax Maintenance
This appendix discusses the options for tracking Sales Tax. Learn to define
taxes and enter updated tax rates. Set default tax id’s for customers/vendors
and use taxes in data entry.
This appendix is optional and can be skipped at the instructor’s discretion. If the instructor feels that each student’s background provides sufficient experience in these topic areas, then the instructor reserves the right to skip this chapter.
Main Topics
Sales Tax Procedures
Tax Maintenance
Tax Categories
Tax Groups
Assigning Taxes to Customers
Using Taxes in Data Entry
Tax Reporting
After completing this chapter, students will be able to:
Define Sales Taxes.
Understand Tax Groups.
Understand Tax Categories.
Use taxes in data entry.
Appendix C: Terms Maintenance
This appendix describes the following: Define payment terms for vendors/customers;
Learn to set up terms with discount options. Multiple installments can
be defined using standard frequencies or user defined payment dates and
amounts.
This appendix is optional and can be skipped at the instructor’s discretion. If the instructor feels that each student’s background provides sufficient experience in these topic areas, then the instructor reserves the right to skip this chapter.
Main Topics
Shared Information Terms Maintenance
Multiple Installments
Using Multiple Installment Terms
After completing this chapter, students will be able to:
Define Terms for use in Data
Entry.
Create Multiple Installment Terms.
Use multiple installment Terms.
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