Course 80232A: Sales Order Processing in Microsoft Dynamics® GP 2010

Type:Course
Audience(s):information workers
Technology:Microsoft Dynamics GP
Level:200
This Revision:A
Delivery method:
Instructor-led (classroom)
Length:1 day
Language(s):English, Spanish

First published:

09 July 2010
Overview
About this course
The Microsoft Dynamics GP Sales Order Processing course 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.
Audience profile
Sales Order Processing is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics GP. The class is targeted toward administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Sales Order Processing and gain foundational knowledge of the application functionality.
At course completion
After completing this course, students will be able to:
  • Define module setup options that allow you to customize the system to satisfy your organization’s unique requirements
  • Create Quotes, Sales Orders, Back Orders, Invoices, and Returns
  • Link sales orders to purchase orders
  • Allocate and fulfill item quantities automatically and manually
  • Execute comprehensive reports and use inquiry screens to obtain information that can be used to analyze and improve business processes
  • Understand how the Sales Order Processing module interacts with the Inventory Control and Purchase Order Processing modules
Course details
Course OutlineModule 1: Overview and SetupAfter reviewing the purpose and primary features of Microsoft Dynamics GP Sales Order Processing, this module examines in detail each of the Sales Order Processing setup options, along with each of the pricing structures available. Each of the available order document types are reviewed, including their affect on automated work flow in the life-cycle of an order. This module examines how the behavior of each order document type determines the steps and processes that must take place in the Sales Order Processing cycle. It also explains how to set up process holds, which provide greater control over document flow.  Lessons
  • 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-Defined Fields Setup
  • Prospect Maintenance
  • Customer Item Setup
Lab : Overview and Setup
After completing this module, students will 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
Module 2: Entering Quotes, Orders, Back Orders, and ReturnsThis module focuses on the Sales Transaction Entry window, which is the central location for entering customer orders. This module identifies the minimum required information to enter an order and the other important fields and options available for tracking, managing and handling orders. The data entry process involved in entering quotes, orders, back orders, invoices, and returns is also reviewed.Lessons
  • Sales Batch Entry
  • Sales Document Fields
  • Line Item Entry for each document type
  • Sales Distribution Entry
  • Sales Commission Entry
Lab : Entering Quotes, Orders, Back Orders, and Returns
After completing this module, students will be able to:
  • Enter quotes, orders, back orders, invoices, and returns
  • Update sales commission information
  • Update sales distribution postings
Module 3: Using Special Item TypesThis module examines the unique characteristics of “special type” items in Sales Order Processing. This includes entering non-inventoried items, drop-ship items, lot and serial numbered items, and sales kits. Lessons
  • Non-Inventories Items
  • Drop-Ship Items
  • Serial Numbered Items
  • Lot Numbered Items
  • Sales Kit Options
After completing this module, students will be able to:
  • Enter non-inventoried items
  • Enter drop ship items
  • Enter and track lot and serial numbered items
  • Enter kit items
Module 4: Printing, Posting, and Transferring DocumentsThis module examines the day-to-day printing and posting operations in Sale Order Processing. The various printing and posting options for individual and multiple documents are discussed. This module also focuses on which documents can be transferred to other document types and how the document information is affected.Lessons
  • Printing Sales Documents
  • Printing Multiple Documents
  • Posting Process
  • Transfer Sales Documents
  • Sales Quantity Status
Lab : Printing, Posting, and Transferring Documents
After completing this module, students will be able to:
  • Print quotes, orders, picking tickets, packing slips, back orders, invoices and returns
  • Post invoices and Returns
  • Transfer documents from one type to another type
Module 5: Fulfilling, Allocating, and Committing DocumentsThis module discusses the terms “allocation” and “fulfillment” and determines how these processes can be tailored for a business. This module also examines the Sales Order Commitment process, which allows linking sales order documents to purchase orders in the Purchase Order Processing module. Lessons
  • Allocating Item Quantities
  • Allocating by Line Item
  • Allocating by Document or Batch
  • Sales Order Fulfillment
  • Sales Hold Processing
  • Creating Purchase Order Commitments
  • Automatic Purchase Order Commitments
Lab : Fulfilling, Allocating, and Committing Documents
After completing this module, students will be able to:
  • Allocate items to sales documents
  • Fulfill items quantities on sales documents
  • Link orders and back orders to purchase orders
Module 6: Editing and Removing RecordsThis module examines the options available for editing, deleting, and voiding sales order documents existing in the system. The inquiry screens and reports are reviewed to assist you in making informed sales decisions and tracking sales data.Lessons
  • Copying Line Items
  • Creating and Posting Sales Returns
  • Deleting Documents
  • Voiding Sales Documents
  • Removing Sales History
  • Reconciling Sales Information
  • Sales Inquiries and Reports
  • Report Lists
Lab : Editing and Removing Records
After completing this module, students will be able to:
  • Void Sales Documents
  • Delete Sales Documents
  • Create Sales Returns
  • Edit the status of Sales Documents
  • Use inquiries and reports to analyze sales order information
Prerequisites
Before attending this course, students must have:
  • General knowledge of Microsoft Windows
  • Knowledge of basic navigation functions in Microsoft Dynamics GP
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