Overview
- Course Description
- Module Overview
- Process Flow
- Other Features
- Understand the goals of this course.
- See how the Order Management module fits into the suite of available modules for the Microsoft
Active Overview
- Procedures for Processing Orders
- Processing Orders – Step by Step
- 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 4: Order Types
Chapter 5: Processing Orders
Chapter 6: Shipping Orders
Chapter 7: Order Management Integration
Chapter 8: Managing Orders
Chapter 9: Order to Purchase Setup
Chapter 10: Order to Purchase Processing
Chapter 11: Closing
Appendix A:
Appendix B:
Appendix C:
- Procedures for creating new order types
- Pre-Defined order types
Chapter 5: Processing Orders
- Procedures for entering Sales Orders
- Sales Orders – Workspace
- Sales Order Window
- Process Manager
- Reports
Chapter 6: Shipping Orders
- Procedures for shipping orders
- Shippers Window
- Manifest Entry
- Shipment Confirmation
- Report
Chapter 7: Order Management Integration
- Order Management Integration
- Invoice
- Shipper Form Post-Process
- Sales Journal
- Invoice and Memo
- Payment Application
- Issues
Chapter 8: Managing Orders
- Credit Manager’s Assistant
- Customer Lookup
- Booking Display
- Customer Service Assistant
- Task Schedule
- Task Server
- Credit Card Transactions
- Reports
Chapter 9: Order to Purchase Setup
- Module Integration Diagram
- Module Implementation Worksheet
- Order to Purchase Default Logic
- Inventory Items
- Inventory Sites
- Order Types
Chapter 10: Order to Purchase Processing
- 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
Chapter 11: Closing
- Balance to the General Ledger
- Close for the Month or Year
- Delete Order Management Detail
- Perform OM Integrity Check
Appendix A:
- Order Management Setup
- 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
Appendix B:
- Sales Tax Maintenance
- Sales Tax Procedures
- Tax Maintenance
- Tax Categories
- Tax Groups
- Assigning Taxes to Customers
- Using Taxes in Data Entry
- Tax Reporting
Appendix C:
- Terms Maintenance
- Shared Information Terms Maintenance
- Multiple Installments
- Using Multiple Installment Terms
