Microsoft Dynamics SL 2015 Online Training


Microsoft Dynamics SL 2015 Online Training Concepts :

Course Details

Overview

  • Course Description
  • Module Overview
  • Process Flow
  • Other Features
  • 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 the flow of transactions through Order Management.

Active Overview

  • Procedures for Processing Orders
  • Processing Orders – Step by Step
  • Understand the flow of Order Management transactions.
  • Understand the process of entering Sales Orders and Shippers.
  • Confirm shipment of goods and print invoices.

Understand the importance of the Sales Journal

Chapter 3: Pricing

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

Chapter 4: Order Types

  • Procedures for creating new order types
  • Pre-Defined order types

Chapter 5: Processing Orders

  • Procedures for entering Sales Orders
  • Sales Orders – Workspace
  • Sales Order Window
  • Process Manager
  • Reports

Chapter 6: Shipping Orders

  • Procedures for shipping orders
  • Shippers Window
  • Manifest Entry
  • Shipment Confirmation
  • Reports

Chapter 7: Order Management Integration

  • Order Management Integration
  • Invoice
  • Shipper Form Post-Process
  • Sales Journal
  • Invoice and Memo
  • Payment Application
  • Issues

Chapter 8: Managing Orders

  • Credit Manager’s Assistant
  • Customer Lookup
  • Booking Display
  • Customer Service Assistant
  • Task Schedule
  • Task Server
  • Credit Card Transactions
  • Reports

Chapter 9: Order to Purchase Setup

  • Module Integration Diagram
  • Module Implementation Worksheet
  • Order to Purchase Default Logic
  • Inventory Items
  • Inventory Sites
  • Order Types

Chapter 10: Order to Purchase Processing

  • 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

Chapter 11: Closing

  • Balance to the General Ledger
  • Close for the Month or Year
  • Delete Order Management Detail
  • Perform OM Integrity Check

Appendix A: Order Management Setup

  • 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

Appendix B: Sales Tax Maintenance

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

Appendix C: Terms Maintenance

  • Shared Information Terms Maintenance
  • Multiple Installments
  • Using Multiple Installment Terms {/tab}