• Overview
• Outline
• Schedule

About This Course

In just one day, the Microsoft DynamicsT SL Order Management class explores the accounting cycle and the processes required to enter and ship sales orders. This course will show you how to perform additional functions such as create shippers, define credit rules, use the Credit Manager's Assistant and Customer Service Assistant, and define discount pricing. As well, this course covers the setup and processing in the Order to Purchase module.

A thorough understanding of these topics allows you to boost order management productivity and help improve customer service by automating workflow procedures. Microsoft Dynamics SL Order Management gives you precise control over the flow of order information. Place large orders for best unit pricing, yet have goods shipped in small increments for production lines. Apply your credit rules to orders to determine whether or not they should be accepted or shipped.

This course shows you how to eliminate unnecessary steps in the order process, set up required steps, and automates routine steps; negotiate prices with immediate access to costs and pricing information. Manually change quantity, units of measure, price, discount percent, extension, commissionable cost, or gross profit percentage. Override shipping priorities and control what happens when orders exceed quantity on hand. Ship orders to multiple locations and on multiple delivery dates using Order Management support for unlimited addresses and dates per line item.

Audience Profile

Order Management training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics SL. The class is targeted toward administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Order Management and gain foundational knowledge of the application functionality.

Prerequites

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.

At Course Completion

After completing this course, students will be able to:

• Create Sales Orders, process Shippers, and Confirm Shipment.
• Create price plans and enter master data that will automatically price items for a Sales Order.
• Execute reports and use inquiry windows to obtain information for business processes.
• Understand how the Order Management module interacts with the Inventory, Purchasing, and Accounts Receivable modules.
• Close the Order Management module.
• Define set up options for the module that allow you to customize your system to better fit your organization's unique needs.