Microsoft Dynamics GP Sales Order Processing
Course 8514: One days; Instructor-Led
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Introduction
In this one information-packed day, the Microsoft
Dynamics GP
Sales Order Processing class explores the accounting cycle and the
processes required to enter and ship sales orders. This course 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 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.
Audience
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 should 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 Microsoft Dynamics GP
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 |
Prerequisites
Before attending this course, students must have:
| • |
General knowledge of Microsoft Windows |
| • |
Knowledge of basic navigation functions
in Microsoft Dynamics GP |
| • |
Completed any of the following:
Microsoft Dynamics GP General Ledger, Payables Management,
or Accounts Receivable training |
Course Outline
Chapter 1: Introduction
This chapter examines the core processes used in the Sales Order
Processing module. You receive an overview of the sales workflow and
how transactions integrate with other Microsoft Dynamics GP modules.
You see each step in the accounting cycle, briefly discuss its
purpose and primary features, and focus on its function in the
accounting cycle. Please note that this chapter is not intended to
provide you with a detailed description of these topics.
Main Topics
| • |
Course Description |
| • |
Module Overview |
| • |
Process Flow |
| • |
Other Features |
After completing this chapter, students should be able to:
| • |
Understand the goals of this course |
| • |
Explain how the Sales Order Processing
module fits into the suite of available modules for the
Dynamics GP system |
| • |
Follow the flow of transactions through
Sales Order Processing |
Chapter 2: Sales Order Processing Setup Procedures
This chapter helps you understand the defaults and user options
defined in the Sales Order Processing Setup window. You review the
variety of pricing structures available in Sales Order Management.
You discuss the importance of the Order document Types and how they
affect automated work flow in the life-cycle of an order. You learn
how the behavior of each document type determines the steps and
processes that must take place in the sales order processing cycle.
You also learn how to set up process holds allowing you better
control over document flow.
Main Topics
| • |
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 |
Labs
| • |
Setting up a Quote ID |
| • |
Setting up a Order ID |
| • |
Setting up a Back Order ID |
| • |
Setting up an Invoice ID |
| • |
Setting up a Return ID |
| • |
Setting up Customer Items |
After completing this chapter, students should 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 |
Chapter 3: Daily Procedures
This chapter examines the day to day operations in the Sale Order
Processing module. You focus on the Sales Transaction Entry window,
which is the central location for entering customer orders. You
learn the minimum required information to enter an order and the
other important fields and options available for tracking, managing
and handling orders. You learn about entering quotes, orders, back
orders, invoices, and returns. You also learn how to print and
transfer documents. You discuss the terms "allocation" and
"fulfillment" and determine how these processes can be tailored for
your business. You see a process called sales order commitments that
allow linking sales order documents to purchase orders in the
Purchase Order Processing module.
Main Topics
| • |
Sales Batch Entry |
| • |
Sales Commission Entry |
| • |
Sales Process Holds Entry |
| • |
Printing Documents |
| • |
Sales Transfers |
| • |
Allocating Quantities |
| • |
Sales Order Fulfillment |
| • |
Creating Purchase Order Commitments |
| • |
Drop Ship Items |
| • |
Serial/Lot Numbered Items |
| • |
Sales Kit Options |
Labs
| • |
Entering a Quote |
| • |
Entering an Order |
| • |
Entering an Invoice |
| • |
Entering a Return |
| • |
Transferring a Single Document |
| • |
Processing a Kit with Item Shortages |
| • |
Fulfilling Invoice Quantities |
| • |
Entering an Order with a Manual
Purchase Order Commitment |
| • |
Entering and Order and Creating a New
Purchase Order |
After completing this chapter, students should be able to:
| • |
Enter quotes, orders, back orders,
invoices, and returns |
| • |
Print quotes, orders, picking tickets,
packing slips, back orders, invoices and returns |
| • |
Post invoices and Returns |
| • |
Link orders and back orders to purchase
orders |
Chapter 4: Maintaining Records
This chapter discusses the options available for editing,
deleting, and voiding sales order documents existing in the system.
You review the inquiry screens and reports that are provided to
assist you in making informed sales decisions and to track sales
data. You also see how to enter automatic returns and manual return
documents.
Main Topics
| • |
Returns |
| • |
Deleting Documents |
| • |
Voiding Documents |
| • |
Removing History |
| • |
Reconciling |
| • |
Inquiries |
| • |
Reports |
Labs
| • |
Automated Returns |
| • |
Correcting a Posted Invoice |
After completing this chapter, students should be able to:
| • |
Enter Manual Returns |
| • |
Enter Automatic Returns |
| • |
Void Sales Documents |
| • |
Delete Sales Documents |
| • |
Perform Inquiries |
| • |
Print Sales Reports |
Chapter 5: Conclusion
This chapter reviews the key points discussed in this course.
Main Topics
| • |
Sale Quotes can be transferred into an
invoice or an order without re-keying information. |
| • |
Sales Orders can be transferred into an
invoice or a back order without re-keying information. |
| • |
You can commit a back ordered sales
line item to an outstanding purchase order from the Sales
Transaction Entry window. |
| • |
You can set up a potential customer as
a prospect from the Sales Transaction Entry. A Prospect can
only be used on a quote; you must convert them to a customer
before transferring the quote to an order. |
| • |
Process holds can be applied to various
stages of the sales fulfillment process to prohibit talking
further action. Process holds can be password protected. |
| • |
Returns can be automatically generated
by linking them to a posted invoice. Selected line items
will be returned at the originally invoiced price. |
| • |
Order fulfillment can be done
automatically as part of the entry process or it can be set
up as a separate process. |
| • |
Quick Print allows you to print sales
documents such as the invoice, picking ticket and packing
slip in one quick step. |
Appendix A: SmartList
This appendix discusses the use of SmartList to access financial
data. There are also optional exercises that can be completed by
students if there is time in class.
Main Topics
| • |
Using SmartLists |
| • |
Creating Objects |
| • |
Using the Search Button |
| • |
Saving New Objects as Favorites |
Labs
| • |
Create a SmartList Account Inquiry |
| • |
Save query as a Favorite |
| • |
Create a SmartList Account Transaction
Inquiry |
| • |
Create a SmartList Account Summary
Inquiry |
| • |
Create a SmartList Multidimensional
Analysis Inquiry |
| • |
Export Information to Microsoft Excel |
| • |
Print Reports |
After completing this appendix, students should be able to:
| • |
Use SmartLists to access valuable sales
data |
| • |
Create new SmartList objects |
| • |
Use the Search button to manage the
information in a view |
| • |
Explain the various options that are
available when using SmartLists |
Appendix B: Case Study
This case study is a comprehensive lab used to reinforce the
learning that has occurred throughout the Sales Order Processing
class.
Main Topics
| • |
Sales Order Processing Setup |
| • |
Sales Order Processing Document Entry |
| • |
Printing Sales Documents |
After completing this appendix, students should be able to:
| • |
Understand the necessary processes to
set up and manage their Sales Order Processing module. |
| • |
Have more confidence in their ability
to use Sales Order Processing in their company. |
Appendix C: Test Your Knowledge
This appendix contains short answer and True or False questions
that may be used as a review of the information covered in this
course and may be used as time permits. Answers to all questions are
provided at the end of the section.
Appendix D: Answers and Solutions
This appendix contains answers and solutions to labs and
exercises used through out the training manual.
