Written by Klee

Title	Sales Order Management
Length	5 Days
JDEtips University Registration and Course Pricing	Next available date: March 30-April 3, 2009.  Register Now.  Or contact Lori Stone, Training Administrator: 1.877.832.2594 ext 150 or Lori.Stone@ERPtips.com
Onsite Courses	Available upon request. Please contact Sandy Acker, ERP Solutions Manager at 1.877.832.2594 ext 140 or Sandy.Acker@ERPtips.com.
Delivery	Group-Live, Instructor-led classroom training with hands-on exercises and one workstation per student.
Who Should Attend	Beginning to Intermediate users of the JD Edwards Sales Order system, including: Customer Service Representatives/Managers, Sales Personnel, Controllers, Business Analysts, or anyone who requires a thorough understanding of the setup and processing of sales orders through the JD Edwards system.
Prerequisites	Basic to Intermediate knowledge of JD Edwards Sales Order – six months work experience preferred.
Level	Beginner / Intermediate
Advanced Preparation	None
Objectives	You'll learn an overview of the entire order-to-cash cycle. So even if you don't know a lot about this module, you'll get grounded in the basic knowledge you need on Day 1. You'll also learn how to effectively use Sales Order preferences, manage Supply and Demand, availability management, credit checking, inactivating customers, item restrictions, AAIs, ship confirm techniques, commissions, and much more. Most importantly, you'll be much better prepared to troubleshoot issues that you encounter.
APICS / CMA / CPE / CEU Credits	40

Specific Objectives

Order to Cash -- that's what its all about if you "sell stuff".  Is there a bigger, more complex, more flexible area within JDE?
 

We've written a 600 page, step-by-step workbook which includes over 50 major chapters. 

 

Both IT staff and key end users will benefit from this course. 

Learn everything there is to know about the Order to Cash Cycle within JD Edwards World and EnterpriseOne.  Sales Order Management is the critical piece, and JDEtips is there to help you realize instant value with hundreds of advanced tips. 

Presented within the context of a real supply chain scenario, your people will save thousands of hours every year in unnecessary manual work.  Improve order fulfillment levels, customer service processes, and bottom line profit.  

We start with a rock-solid Overview of the entire order-to-cash cycle.  So even if you don't know a lot about this module, you'll get grounded in the basic knowledge you need on Day 1.  

Here's a preview of some of the topics covered in this four day workshop: 
 

• Preferences - learn what all 26 sales order preferences do  -- why waste time and money doing mods when the functionality you need might already be in the software? 
• Learn the tools that help you know when you can promise delivery -- Supply and Demand and Promise Date in Order Entry
• Five proven strategies to avoid tying up today’s stock for future orders. 
• Credits from History - Best practices taught here! 
• Flex AAIs and other tricks to reduce the number of Order Types 
• Advanced Ship Confirm features including Batch Ship Confirm
• Credit Checking at Line of Business, Parent, and Bill-To Levels  
• Multiple ship to addresses on one Sales Order
• Lot and Serial Number Control 
• Item Restrictions - how to set this up by Item Group / Customer Group 
• Sales Commissions 
• Using Transportation to Calculate Freight Charges 
• Correcting Orders after Ship Confirm to avoid Credits and Rebills
• Inactivating a Customer  - one of our favorite quick tips! 
• Advanced Freight Calculations Using Transportation  
• All the standard order types - Sales, Blankets, Direct Ship, Transfers, etc. 
• How to Use the Work Day Calendar in Sales Order Management  - that means you can plan your pick date correctly, not on a weekend or holiday 
• LIFO, FIFO and Average Costing Options 
• Best Practice ideas on Getting the Most out of Your Category Codes 
• Enterprise Profitability Measurement (Allocation of Administrative  Costs to Sales Orders)
• Advanced Sales Tax Scenarios 
• Advanced Payment Terms
• Kits and Kit Balancing
• Make to Order?  Learn the interface between Sales and Work Orders.  
• Confused by Intercompany Orders and all the A/R and A/P transactions they generate?  We'll set you straight!

Go to www.JDEtips.com/Register.asp to register for the next JDEtips University public class.

For more information on JDEtips training, please contact our ERP Solutions Manager, Sandy Acker, at Sandy.Acker@ERPtips.com or call Sandy Toll-Free (US and Canada): 1.877.832.2594 ext 140 or International: 1.972.964.1969.
 

If you have a general scheduling or Admin question about your class, please contact our Training Coordinator, Lori Stone, at Lori.Stone@ERPtips.com or call Lori at 1.877.832.2594 ext 150.