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8379 Solomon 6.0 Order Management
Course Description

Microsoft Dynamics Logo

Duration: 1 Day.

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

Course Description:

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

Objectives:

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
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Course Outline

Lesson 1: Overview

  • Course Description
  • Module Overview
  • Process Flow
  • Other Features

Lesson 2: Active Overview

  • Procedures for Processing Orders
  • Processing Orders Step by Step

Lesson 3: Pricing

  • Discount Pricing Concepts
  • Procedures for Establishing Sales Prices
  • Customer Price Classes
  • Item Prices Classes
  • Chain Discounts
  • Sales Price
  • Sales Price Revision
  • Pricing Reports

Lesson 4: Order Types

  • Procedures for creating new order types
  • Pre-Defined order types

Lesson 5: Processing Orders

  • Procedures for entering Sales Orders
  • Sales Orders - Workspace
  • Sales Order Window
  • Process Manager
  • Reports

Lesson 6: Shipping Orders

  • Procedures for shipping orders
  • Shippers Window
  • Manifest Entry
  • Shipment Confirmation
  • Reports

Lesson 7: Order Management Integration

  • Order Management Integration
  • Invoice
  • Shipper Form Post-Process
  • Sales Journal
  • Invoice and Memo
  • Payment Application
  • Issues

Lesson 8: Managing Orders

  • Credit Manager's Assistant
  • Customer Lookup
  • Booking Display
  • Customer Service Assistant
  • Task Schedule
  • Task Server
  • Credit Card Transactions
  • Reports

Lesson 9: Order to Purchase Setup

  • Module Integration Diagram
  • Module Implementation Worksheet
  • Order to Purchase Default Logic
  • Inventory Items
  • Inventory Sites
  • Order Types

Lesson 10: Order to Purchase Processing

  • Sales Orders
  • Shipment Schedule
  • Purchase Order for Sales Order
  • Purchase Orders
  • Receipt/Invoice Entry
  • Release Receipt Batches
  • Process Manager
  • Shippers
  • Inquiry Windows

Lesson 11: Closing

  • Balance to the General Ledger
  • Close for the Month or Year
  • Delete Order Management Detail
  • Perform OM Integrity Check

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