Order Management in Microsoft Dynamics SL 7.0 | Microsoft Training, MS Dynamics NAV, CRM, GP, AX, Business Central

In just one day, the Microsoft Dynamics SL Order Management class explores the accounting cycle and the processes required to enter and ship sales orders.

Course Outline

Module 1: Overview, Setup and Order Types

This overview chapter introduces you to the Order Management module of the Microsoft Dynamics SL product and training course, and the windows and processes that are used to complete the accounting cycle in Order Management. This chapter also examines the core processes that are used in the Order Management module. It introduces each step in the accounting cycle, briefly discusses its purpose and primary features, and focuses on its function in the accounting cycle. Note that this chapter is not intended to provide you with a detailed primer on each of these topics. This chapter also discusses the importance of the order types and how they affect work flow. It discusses how the behavior of each order type determines the steps and processes that must take place in the order management cycle. As well, this lesson discusses how to eliminate process from the order steps and make steps automatic or optional. Also, it is important to note that this chapter is optional and can be skipped at the instructor's discretion if the instructor feels that each student's background provides sufficient experience in these topic areas.

Lessons

Course Description
Module Overview
Review of Other Order Management features
Procedures for Processing Orders – Step by Step
Process Flow and life cycle of Sales Order transactions
Review of pre-defined order types
Creation of new order types

Lab : Review the Order Types

Review the Order Types
Create a new order type with specific steps and options

After completing this chapter, students will be able to:

Understand the goals of this course.
See how the Order Management module fits into the suite of available modules for the Microsoft Dynamics SL system.
Follow and understand the flow of transactions through Order Management.
Understand the process of entering Sales Orders and Shippers.
Confirm shipment of goods and print invoices.
Understand the importance of the Sales Journal.
Understand how order types affect the workflow of the system.
Understand the pre-defined order types in the system
Set up new Order Types

Module 2: Pricing

This chapter examines the pricing structures available in Order Management. It describes the various ways that discounts may be established and how to assign those discounts to customers. As well, it looks at the process for revising sales prices as of a particular date.

Lessons

Discount Pricing Concepts
Procedures for Establishing Sales Prices
Customer Price Classes
Item Prices Classes
Chain Discounts
Sales Price
Sales Price Revision
Pricing Reports

After completing this chapter, students will be able to:

Set up customer and item price classes.
Establish sales price and discount information.

Module 3: Processing Orders

In this chapter, you examine the Sales Order window. We discuss the minimum required information to enter an order and the other fields and options available for tracking, managing and handling orders. Other topics in this chapter include: locating and negotiating prices, entering quotes, shipping merchandise to multiple customer locations, and indicating reasons for lost sales.

Lessons

Procedures for entering Sales Orders
Sales Orders - Workspace
Sales Order Window
Process Manager
Reports

After completing this chapter, students will be able to:

Enter a Sales Order, a Quote Order, a Transfer Order and understand the processing options available.
Convert a Quote Order to a Sales Order.
Understand the role of the Process Manager.
Understand the process flow of an order from the Order Management module to the Inventory and Accounts Receivable modules.

Module 4: Shipping Orders

This chapter examines the options available when shipping orders. Use the Shippers window to create cash sales, view actual quantities picked, assembled, inspected, packed, and shipped. View shippers created automatically and use the Shipment Confirmation process. Use Manifest Entry to indicate freight, shipping charges and tracking information for shipments to customers.

Lessons

Procedures for shipping orders
Shippers Window
Manifest Entry
Shipment Confirmation
Reports

After completing this chapter, students will be able to:

Create Shippers for orders
Confirm shipments
Enter and process a return and issue replacement merchandise.

Module 5: Integration and Managing Orders

This chapter examines the processes that create batches of transactions to update the Accounts Receivable and Inventory modules that integrate with Order Management. The Sales Journal process is discussed along with the process windows for releasing inventory, cost of goods sold, and invoice batches. In this chapter, you will also learn how to use the Customer Service Assistant and Credit Manager's Assistant to locate customer information and orders. You will look up customer information based on selection criteria. You will learn how to keep track of the value of orders by salesperson using the Bookings feature to track cost, commissionable cost and sales amount for orders.

Lessons

Order Management Integration
Invoice
Shipper Form Post-Process
Sales Journal
Invoice and Memo
Payment Application
Issues
Credit Manager's Assistant
Customer Lookup
Booking Display
Customer Service Assistant
Task Schedule
Task Server
Credit Card Transactions
Reports

After completing this chapter, students will be able to:

Understand the integration between the Order Management and Accounts Receivable modules.
Understand the integration between the Order Management and Inventory modules. Use the Customer Service Assistant and Credit Manager's Assistant to manage orders.
Locate customer information and credit card transactions.
Set up and use Task Schedule and Task Server to automate printing reports.
Perform problem solving in the Order Management module.

Module 6: Order to Purchase Setup, Processing and Closing

This chapter explores the integration between Order Management and the Order to Purchase module, processing Order to Purchase Orders and closing the Order Management module. It discusses the setup windows for automatically generating purchase orders for specific sales order line items. You will learn to use the OU order type to create a purchase order automatically from a sales order. We discuss how the settings for inventory items affect the processing and creation of the purchase order. This chapter also teaches you to ensure all transactions and activities have been completed for the accounting period, produce appropriate audit trail reports, correct an out of balance condition, and close only the Order Management and Accounts Receivable modules or all modules for the period. We also discuss the detail retention and deletion options.

Lessons

Module Integration Diagram
Module Implementation Worksheet
Order to Purchase Default Logic
Inventory Items
Inventory Sites
Order Types Procedures for Processing Order to Purchase Transactions
Sales Orders
Shipment Schedule
Purchase Order for Sales Order
Purchase Orders
Receipt/Invoice Entry
Release Receipt Batches
Process Manager
Shippers
Inquiry Windows Balance to the General Ledger
Close for the Month or Year
Delete Order Management Detail
Perform OM Integrity Check

After completing this chapter, students will be able to:

Understand the Order to Purchase default logic.
Complete the windows required to implement the Order to Purchase module.
Process an Order to Purchase transaction.
Understand the integration between Order Management and Purchasing when using the Orders to Purchase module. Understand the timing of closing the Order Management module with the other Inventory and Order Processing Series modules.
Determine the possible cause of out-of-balance conditions between the Inventory and Order Management modules.
Use the module integrity check.

Module 7: Appendix: Job Aids

This appendix contains various job aids, such as checklists and process flows for all Order Management chapters. Also included are information on various Order Management reports. It describes the following: Define payment terms for vendors/customers and learn to set up terms with discount options. Multiple installments can be defined using standard frequencies or user defined payment dates and amounts. The appendix discusses the options for tracking Sales Tax. Learn to define taxes and enter updated tax rates. Set default tax id's for customers/vendors and use taxes in data entry. This appendix is optional and can be skipped at the instructor's discretion. If the instructor feels that each student's background provides sufficient experience in these topic areas, then the instructor reserves the right to skip this chapter.

Lessons

Order Types Setup Checklist
Sales Order Entry Checklist
Sales Price Checklist
Closing Checklist
Procedures for Processing Sales Orders
Procedures for Shipping Orders
Reports
Shared Information Terms Maintenance
Multiple Installments
Using Multiple Installment Terms
Sales Tax Procedures
Tax Maintenance
Tax Categories
Tax Groups
Assigning Taxes to Customers
Using Taxes in Data Entry
Tax Reporting

Module 8: Appendix: Order Management Setup

This appendix describes the defaults and user options defined in the Order Management Setup window. Even though these options are typically not changed after the product is implemented, you gain an understanding of default values and processes through the settings in this window.

Lessons

Order Management Policies
Order Management setup Checklist
Module Implementation Worksheet
Terms Maintenance
FOB Maintenance
Carriers Maintenance
Ship Via Maintenance
Customer Carriers
Freight Terms
User Defaults
Order Management Setup
Non-Stock Item
Miscellaneous Charges
Payment Types
Certification Text
Inspection
Lost Sale Codes
Credit Managers
Item GL Classes
Customer Contacts
Customer Maintenance
Shipping Address
Reports

After completing this chapter, students will be able to:

Understand the decisions that need to be made prior to setting up the Order Management module.
Understand the coding structure for accounts and subaccounts.
Decide whether to use the Account/Subaccount Validation feature.
Define options in the GL Setup window to affect processing.

Module 9: Appendix: Case Study

This appendix discusses the options for tracking Sales Tax. Learn to define taxes and enter updated tax rates. Set default tax id's for customers/vendors and use taxes in data entry. This appendix is optional and can be skipped at the instructor's discretion. If the instructor feels that each student's background provides sufficient experience in these topic areas, then the instructor reserves the right to skip this chapter.

Lessons

Sales Tax Procedures
Tax Maintenance
Tax Categories
Tax Groups
Assigning Taxes to Customers
Using Taxes in Data Entry
Tax Reporting

Before attending this course, students must have:

General knowledge of Microsoft Windows.
Knowledge of basic navigation functions in Microsoft Dynamics SL.
Completion of any of the following: General Ledger, Accounts Payable, or Accounts Receivable training course required.

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