MOC 8824 - Sales Order Processing in Microsoft Dynamics GP 10.0
Delivery Options
- Live Online Training - Public Class (): $475.00
- Customized Onsite Training (1 day): Request a Proposal
Upcoming Live eLearning Classes
There are currently no upcoming Live eLearning classes. Please contact us if you would like us to schedule a class.
Class Description
Class Overview
This Microsoft Dynamics GP Sales Order Processing class explores the accounting cycle and the processes required to enter and ship sales orders. This class shows you how to easily manage the life-cycle of your customer's order from the initial quote to the shipment documentation and final invoicing. You learn how to perform additional functions setting up process holds for quality assurance and linking order documents to purchase orders.
A thorough understanding of these topics allows you to boost sales order processing productivity and help improve customer service by automating sales order workflow procedures. Microsoft Dynamics GP Sales Order Processing gives you precise control over the flow of sales documents by defined quality insurance steps throughout the sales transaction life cycle. Unique ship to addresses per line item allows you to enter multiple items on a single document and ship to multiple locations.
This Dynamics course shows you how to eliminate unnecessary steps in the order process, set up required steps according to your own business needs, and how to automate routine steps. You learn how to manually change quantity, units of measure, and prices to existing sales documents. You see what you can do when orders exceed quantity on hand.
Class Goals
- Learn to create Quotes, Sales Orders, Back Orders, Invoices, and Returns.
- Learn to allocate and fulfill item quantities automatically and manually.
- Learn to execute comprehensive reports and use inquiry screens to obtain information which you can use to analyze and improve business processes.
- Understand how the Sales Order Processing module interacts with the Microsoft Inventory Control and Purchase Order Processing.
- Learn to define set up options for the module that allow you to customize your system to better fit your organization's unique needs.
- Learn to link sales orders to purchase orders.
Class Outline
- Overview and Setup
- Primary features of Sales Order Processing
- 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
- Lab: Setting up a Quote ID
- Lab: Setting up a Order ID
- Lab: Setting up a Back Order ID
- Lab: Setting up an Invoice ID
- Lab: Setting up a Return ID
- Lab: Setting up Customer Items
- Entering Quotes, Orders, Back Orders, and Returns
- Sales Batch Entry
- Sales Commission Entry
- Quotes
- Orders
- Invoices
- Back Orders
- Returns
- Lab: Entering a Quote
- Lab: Entering an Order
- Lab: Entering an Invoice
- Lab: Entering a Return
- Using Special Item Types
- Drop Ship Items
- Serial/Lot Numbered Items
- Sales Kit Options
- Lab: Processing a Kit with Item Shortages
- Printing, Posting, and Transferring
- Printing Documents
- Posting Documents
- Sales Transfers
- Lab: Transferring a Single Document
- Fulfilling, Allocating, and Committing Documents
- Allocating Quantities
- Sales Order Fulfillment
- Creating Purchase Order Commitments
- Lab: Fulfilling Invoice Quantities
- Lab: Entering an Order with a Manual Purchase Order Commitment
- Lab: Entering and Order and Creating a New Purchase Order
- Editing and Removing Records
- Deleting Documents
- Voiding Documents
- Removing History
- Reconciling
- Lab: Correcting a Posted Invoice
Class Materials
Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.
Class Prerequisites
Experience in the following areas is required:
- General knowledge of Microsoft Windows
- Knowledge of basic navigation functions in Microsoft Dynamics GP
Technical Requirements
Our computer technical requirements and setup process is easy, with support just a click away.
- Instructor-led Online course technical requirements and setup instructions.
- WebEx system requirements for Instructor-led Online delivery option.
- Onsite course technical requirements and setup instructions.
- Hosted eLearning course technical requirements and setup instructions.
- Hosted eLearning course frequently asked questions.
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