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 Great Plains 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 Great Plains 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 and Order

• Entering and 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

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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 backordered 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.