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Sales Order Processing in Microsoft Dynamics GP Course

Sales Order Processing in Microsoft Dynamics GP Training Course


Course Description:  The Sales Order Processing in Microsoft Dynamics GP - 80232 course is a 1-day course that is designed for students who are interested in learning about the processes required to enter and ship sales orders. The course covers the new features in Dynamics GP 2018 and also the important capabilities of Dynamics GP in general.

Students will learn how to manage the life-cycle of customer orders, and how to perform additional sales functions, such as setting up process holds for quality assurance and linking order documents to purchase orders.

Topics covered in the course include:

  • Defining module setup options that allow you to customize the system to your organization’s specifications
  • Creating Quotes
  • Creating Sales Orders
  • Creating Back Orders
  • Creating Invoices
  • Creating Returns
  • Linking sales orders to purchase orders
  • Allocating and fulfilling item quantities automatically and manually.
  • Executing reports and using inquiry screens to gather information to analyze and improve business processes.
  • Understanding how the Sales Order Processing module interacts with the Inventory Control and Purchase Order Processing modules.

Target Student:This course is designed for students who want to implement, use, maintain, consult, or support Microsoft Dynamics GP. Students will typically work in the one of the follwoing roles: administrators, office managers, CEOs, and consultants that need understanding of the technical aspects of Sales Order Processing and want to gain foundational knowledge of Dynamics GP functionality.

Students should be familiar with Microsoft Windows, general knowledge of Dynamics GP, and have taken a least on of the following courses the General Ledger in Microsoft Dynamics GP course, and/or Payables Management in Microsoft Dynamics GP course.

Training Dates
(Click on the course name below to view course details and full list of class dates)

Sales Order Processing in Microsoft Dynamics GP
Locations: Available Nationwide and Online
Class Date(s): 9/13/2019 - 9/13/2019
Course Fee : $595


Sales Order Processing in Microsoft Dynamics GP
Locations: Available Nationwide and Online
Class Date(s): 11/6/2019 - 11/6/2019
Course Fee : $595


Course Syllabus

Section 1: Overview and Setup
This section begins by reviewing the purpose and primary features of Microsoft Dynamics GP Sales Order Processing, and then covers each of the Sales Order Processing setup options in detail, along with each of the pricing structures available. Each of the available order document types are discussed, including their affect on automated work flow in the life-cycle of an order. This section covers 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.

Topics :
• 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
• Setting Up a Quote
• Setting Up an Order
• Setting Up a Back Order
• Setting Up an Invoice
• Setting Up a Return
• Setting Up Customer Item Numbers

Section 2: Entering Quotes, Orders, Back Orders, and Returns
This section focuses on the Sales Transaction Entry window, which is the central location for entering customer orders. This section 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.

Topics :
• 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
• Entering a Quote
• Entering an Order
• Entering an Invoice
• Entering a Return

Section 3: Using Special Item Types
This section covers 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.

Topics :
• Non-Inventories Items
• Drop-Ship Items
• Serial Numbered Items
• Lot Numbered Items
• Sales Kit Options

Section 4: Printing, Posting, and Transferring Documents
This section covers 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 section also focuses on which documents can be transferred to other document types and how the document information is affected.

Topics :
• Printing Sales Documents
• Printing Multiple Documents
• Posting Process
• Transfer Sales Documents
• Sales Quantity Status

Lab : Printing, Posting, and Transferring Documents
• Transferring a Single Document

Section 5: Fulfilling, Allocating, and Committing Documents
This section discusses the terms “allocation” and “fulfillment” and determines how these processes can be tailored for a business. This section also covers the Sales Order Commitment process, which allows linking sales order documents to purchase orders in the Purchase Order Processing section.

Topics :
• 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
• Processing a Kit with Item Shortages
• Fulfilling Invoice Quantities
• Manual Purchase Order Commitment
• Entering an Order and Creating a New Purchase Order

Section 6: Editing and Removing Records
This section covers 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.

Topics :
• 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
• Automated Returns
• Correcting a Posted Invoice

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