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.

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.

Course Description

Module Overview

Review of Other Order Management features

Procedures for Processing Orders – Step by Step

Process Flow and life cycle of Sales Order transactions

Review of pre-defined order types

Creation of new order types

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 and understand the flow of transactions through Order Management.

Understand the process of entering Sales Orders and Shippers.

Confirm shipment of goods and print invoices.

Understand the importance of the Sales Journal.

Understand how order types affect the workflow of the system.

Understand the pre-defined order types in the system

Set up new Order Types

Review the Order Types

Create a new order type with specific steps and options

Discount Pricing Concepts

Procedures for Establishing Sales Prices

Customer Price Classes

Item Prices Classes

Chain Discounts

Sales Price

Sales Price Revision

Pricing Reports

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

Set up customer and item price classes.

Establish sales price and discount information.

Procedures for entering Sales Orders

Sales Orders - Workspace

Sales Order Window

Process Manager

Reports

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

Enter a Sales Order, a Quote Order, a Transfer Order and understand the processing options available.

Convert a Quote Order to a Sales Order.

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.

Procedures for shipping orders

Shippers Window

Manifest Entry

Shipment Confirmation

Reports

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

Create Shippers for orders

Confirm shipments

Enter and process a return and issue replacement merchandise.

Order Management Integration

Invoice

Shipper Form Post-Process

Sales Journal

Invoice and Memo

Payment Application

Issues

Credit Manager's Assistant

Customer Lookup

Booking Display

Customer Service Assistant

Task Schedule

Task Server

Credit Card Transactions

Reports

View the transaction batches created by the Order Management module in Inventory.

View invoices created by Order Management for customers in Accounts Receivable 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.

Understand the integration between the Order Management and Accounts Receivable modules.

Understand the integration between the Order Management and Inventory modules. Use the Customer Service Assistant and Credit Manager's Assistant to manage orders.

Locate customer information and credit card transactions.

Set up and use Task Schedule and Task Server to automate printing reports.

Perform problem solving in the Order Management module.

Module Integration Diagram

Module Implementation Worksheet

Order to Purchase Default Logic

Inventory Items

Inventory Sites

Order Types 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 Balance to the General Ledger

Close for the Month or Year

Delete Order Management Detail

Perform OM Integrity Check

Define the automatic purchase order defaults for inventory items

Create the OU order type for Orders to Purchase 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

Understand the Order to Purchase default logic.

Complete the windows required to implement the Order to Purchase module.

Process an Order to Purchase transaction.

Understand the integration between Order Management and Purchasing when using the Orders to Purchase module. 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.

Order Types Setup Checklist

Sales Order Entry Checklist

Sales Price Checklist

Closing Checklist

Procedures for Processing Sales Orders

Procedures for Shipping Orders

Reports

Shared Information Terms Maintenance

Multiple Installments

Using Multiple Installment Terms

Sales Tax Procedures

Tax Maintenance

Tax Categories

Tax Groups

Assigning Taxes to Customers

Using Taxes in Data Entry

Tax Reporting

Define Terms for use in Data Entry.

Create Multiple Installment Terms.

Use multiple installment Terms.

Define Sales Taxes.

Understand Tax Groups.

Understand Tax Categories.

Use taxes in data entry.

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

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

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.

Sales Tax Procedures

Tax Maintenance

Tax Categories

Tax Groups

Assigning Taxes to Customers

Using Taxes in Data Entry

Tax Reporting

Define Sales Taxes.

Understand Tax Groups.

Understand Tax Categories.

Use taxes in data entry.