Microsoft
Solomon Order Management
Course 8379: One day; Instructor-led
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, CEOs, 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 windows 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 Microsoft 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 Solomon product and training course, and the windows 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
Labs:
• Assign customers
to the appropriate price classes
• Determine the item price classes associated with particular inventory
items
• 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
• 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 window. 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 chapter 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 Window
• Process Manager
• Reports
Labs:
• Follow the
entire process of entering and processing a sales order
• Enter a quote order for a customer
• Convert a quote order to an actual sales 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 window 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 Window
• Manifest Entry
• Shipment Confirmation
• Reports
Labs:
• Enter a counter
sale in the Shippers window
• Use Manifest Entry to indicate actual shipment costs
• Enter a return in the Shippers window and create a customer credit
• 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 windows 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
Labs:
• 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
Labs:
• Enter a sales
order with a salesperson
• Post the bookings and view commissions
• Review orders on credit hold and release them for specific customers
• Use the Customer Service Assistant to expedite shipment of an
order
• 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 chapter explores the integration between Order Management and the Order to Purchase module. It discusses the setup windows 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
Labs:
• Define the
automatic purchase order defaults for inventory items
• Create the OU order type for Orders to Purchase
After completing this chapter, students will be able to:
• Understand
the Order to Purchase default logic.
• Complete the windows 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 Windows
Labs:
• Process a
Sales Order that automatically creates a Purchase Order
• Receive the goods on the Purchase Order
• Ship the goods to the customer
• Process a Sales Order that automatically creates a Purchase Order
to ship goods directly from the vendor to the customer
• 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 window. Even though these options are typically not changed after the product is implemented, you gain an understanding of default values and processes through the settings in this window.
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
•