Microsoft Dynamics GP Sales Order Processing Training

Explores the accounting cycle and the processes required to enter and ship sales orders. This course will show 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, set up process holds for quality assurance, and link order documents to purchase orders.

You will gain a thorough understanding of these topics which allows you to boost sales order processing productivity and help improve customer service by automating sales order workflow procedures.

Agenda

Set up the Sales Order Processing module; Create invoices, quotes, orders, returns, and back orders in Sales Order Processing; Customize the allocation and fulfillment processes for sales transactions; How to automatically create a purchase order for shortages of inventory items on sales transaction

Course Goals

• After completing this course, students will be able to:
• Create Quotes, Sales Orders, Back Orders, Invoices, and Returns.
• Allocate and fulfill item quantities automatically and manually.
• 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 Inventory Control, Purchase Order Processing, and Receivables Management modules.
• Define set up options for the module that allow you to customize your system to better fit your organization’s unique needs.
• Link sales orders to purchase orders.

Who Should Attend

Sales Order Processing is recommended for anyone who plans to implement, use, maintain, consult, or support Dynamics GP. The class is targeted toward administrators, office managers, CEO’s, and consultants who need to understand the technical aspects of Sales Order Processing and gain foundational knowledge of the application functionality.

Prerequisites

Knowledge of basic navigation functions in Microsoft Dynamics GP