8514: Sales Order Processing in Microsoft Dynamics GP 9.0

8514: Sales Order Processing in Microsoft Dynamics GP 9.0 Course Description

Intended Audience for the 8514: Sales Order Processing in Microsoft Dynamics GP 9.0 Course

• 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.
• Before attending this course, students must have general knowledge of Microsoft Windows, knowledge of basic navigation functions in Microsoft Dynamics GP, and have completed any of the following: Microsoft Dynamics GP General Ledger, Payables Management, or Accounts Receivable training

8514: Sales Order Processing in Microsoft Dynamics GP 9.0 Course Objectives

• 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

The 8514: Sales Order Processing in Microsoft Dynamics GP 9.0 Course prepare students for the following Exams

• MB3-209 : Great Plains Inventory and Order Processing Exam

8514: Sales Order Processing in Microsoft Dynamics GP 9.0 Course Outline

1. Chapter 1: Introduction
   1. Course Description
   2. Module Overview
   3. Process Flow
   4. Other Features
2. Chapter 2: Sales Order Processing Setup Procedures
   1. Sales Order Processing Setup
   2. Master Documents
   3. Sales Quote Setup
   4. Sales Order Setup
   5. Sales Back Order Setup
   6. Sales Invoice Setup
   7. Sales Return Setup
   8. Sales Process Holds Setup
   9. Prospect Setup
   10. User Specific Setup
3. Chapter 3: Daily Procedures
   1. Sales Batch Entry
   2. Sales Commission Entry
   3. Sales Process Holds Entry
   4. Printing Documents
   5. Sales Transfers
   6. Allocating Quantities
   7. Sales Order Fulfillment
   8. Creating Purchase Order Commitments
   9. Drop Ship Items
   10. Serial/Lot Numbered Items
   11. Sales Kit Options
4. Chapter 4: Maintaining Records
   1. Returns
   2. Deleting Documents
   3. Voiding Documents
   4. Removing History
   5. Reconciling
   6. Inquiries
   7. Reports
5. Chapter 5: Conclusion
   1. Sale Quotes can be transferred into an invoice or an order without re-keying information.
   2. Sales Orders can be transferred into an invoice or a back order without re-keying information.
   3. You can commit a back ordered sales line item to an outstanding purchase order from the Sales Transaction Entry window.
   4. 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.
   5. Process holds can be applied to various stages of the sales fulfillment process to prohibit talking further action. Process holds can be password protected.
   6. Returns can be automatically generated by linking them to a posted invoice. Selected line items will be returned at the originally invoiced price.
   7. Order fulfillment can be done automatically as part of the entry process or it can be set up as a separate process.
   8. Quick Print allows you to print sales documents such as the invoice, picking ticket and packing slip in one quick step.
6. Appendix A: SmartList
   1. Using SmartLists
   2. Creating Objects
   3. Using the Search Button
   4. Saving New Objects as Favorites
7. Appendix B: Case Study
   1. Sales Order Processing Setup
   2. Sales Order Processing Document Entry
   3. Printing Sales Documents
8. Appendix C: Test Your Knowledge
9. Appendix D: Answers and Solutions

Benefits of taking the 8514: Sales Order Processing in Microsoft Dynamics GP 9.0 course at NetCom

• Why choose Microsoft Dynamics Training at NetCom Learning?
  As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

  In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

  See the training value proposition below:

  Why Microsoft Dynamics Training at NetCom? NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!! Microsoft Certified Partner for Learning Solutions Value Proposition: Microsoft Certified Partner for Learning Solutions Non-authorized Training Center Only MCT (Microsoft Certified Trainers) are authorized to teach the class Non MCT can teach the course Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training Do not have access to official courseware Partners adhere to stringent Microsoft designated lab requirements Computer and lab equipment may not be up to requirements of course Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard training experience

• NetCom provides Authorized Training
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• Award winning, world-class Instructors

  Ginger M. - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations. Bio: Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets. Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.

  Ignacio J. - Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning. Bio: Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV. Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.

  Lynn D. - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009. Bio: Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX. Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.

  Ramesh P. Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.

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• Actual Client Testimonials

  May 21 2012 The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area. This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice. -Candice C. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts. -John B. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 07 2012 It was a good experience. It will help me in my new position loading the CRM practices. -Adolfo R. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Mar 12 2012 Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun. -Kyle P. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  
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Enrollment Options for the 8514: Sales Order Processing in Microsoft Dynamics GP 9.0 course

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