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MOC 80232 - Sales Order Processing in Microsoft Dynamics GP 2010

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$475.00
or 1 vouchers voucher
$475.00 or 1 vouchers voucher
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$475.00 or 1 vouchers voucher
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Class Description

Class Overview

This Microsoft Dynamics GP Sales Order Processing training class explores the processes required to enter and ship sales orders. This course shows you how to easily manage the life-cycle of your customers' orders, from the initial quote to the shipment documentation and final invoicing. This course also examines how to perform additional sales functions, such as setting up process holds for quality assurance and linking order documents to purchase orders.

Class Goals

  • Learn to define module setup options in Dynamics GP 2010 that allow you to customize the system to satisfy your organization's unique requirements
  • Learn to create Quotes, Sales Orders, Back Orders, Invoices, and Returns
  • Learn to link sales orders to purchase orders
  • Learn to allocate and fulfill item quantities automatically and manually
  • Learn to Execute comprehensive reports and use inquiry screens to obtain information that can be used to analyze and improve business processes
  • Learn how the Sales Order Processing module interacts with the Inventory Control and Purchase Order Processing modules in Dynamics GP 2010

Class Outline

  1. Overview and Setup
    1. Primary features of Sales Order Processing
    2. Sales Order Processing Setup
    3. Master Documents
    4. Sales Quote Setup
    5. Sales Order Setup
    6. Sales Back Order Setup
    7. Sales Invoice Setup
    8. Sales Return Setup
    9. Sales Process Holds Setup
    10. Prospect Setup
    11. User-Defined Fields Setup
    12. Prospect Maintenance
    13. Customer Item Setup
    14. Lab: Overview and Setup
      1. Setting Up a Quote
      2. Setting Up an Order
      3. Setting Up a Back Order
      4. Setting Up an Invoice
      5. Setting Up a Return
      6. Setting Up Customer Item Numbers
  2. Entering Quotes, Orders, Back Orders, and Returns
    1. Sales Batch Entry
    2. Sales Document Fields
    3. Line Item Entry for each document type
    4. Sales Distribution Entry
    5. Sales Commission Entry
    6. Lab: Entering Quotes, Orders, Back Orders, and Returns
      1. Entering a Quote
      2. Entering an Order
      3. Entering an Invoice
      4. Entering a Return
  3. Using Special Item Types
    1. Non-Inventories Items
    2. Drop-Ship Items
    3. Serial Numbered Items
    4. Lot Numbered Items
    5. Sales Kit Options
  4. Printing, Posting, and Transferring Documents
    1. Printing Sales Documents
    2. Printing Multiple Documents
    3. Posting Process
    4. Transfer Sales Documents
    5. Sales Quantity Status
    6. Lab: Printing, Posting, and Transferring Documents
      1. Transferring a Single Document
  5. Fulfilling, Allocating, and Committing Documents
    1. Allocating Item Quantities
    2. Allocating by Line Item
    3. Allocating by Document or Batch
    4. Sales Order Fulfillment
    5. Sales Hold Processing
    6. Creating Purchase Order Commitments
    7. Automatic Purchase Order Commitments
    8. Lab: Fulfilling, Allocating, and Committing Documents
      1. Processing a Kit with Item Shortages
      2. Fulfilling Invoice Quantities
      3. Manual Purchase Order Commitment
      4. Entering an Order and Creating a New Purchase Order
  6. Editing and Removing Records
    1. Copying Line Items
    2. Creating and Posting Sales Returns
    3. Deleting Documents
    4. Voiding Sales Documents
    5. Removing Sales History
    6. Reconciling Sales Information
    7. Sales Inquiries and Reports
    8. Report Lists
    9. Lab: Editing and Removing Records
      1. Automated Returns
      2. 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.

Associated Certifications

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