Order Management in Microsoft Dynamics SL 6.5

Course 8549: One day; Instructor-Led

Introduction
In just one day, the Microsoft DynamicsT SL 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. Microsoft Dynamics SL 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 automates 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 Dynamics SL. 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 Dynamics SL.

• Completion of any of the following: General Ledger, Accounts Payable, or Accounts Receivable training course required.

Microsoft Certified Professional Exams
This course helps you prepare for the following Microsoft Certified Professional exams:

• Microsoft Dynamics SL Inventory and Order Processing

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 Dynamics SL 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 Microsoft Dynamics SL 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

• 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

Labs:

• Review the current settings in the OM Setup window

• Use the Shared Information module to define shipping information

• Define a credit manager for use with the Credit Manager's Assistant

• 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 Order Management module.

• Understand the coding structure for accounts and subaccounts.

• Decide whether to use the Account/Subaccount Validation feature.

• Define options in the GL Setup window 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 and 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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