Onsite Training Catalog: JD Edwards Sales Order Management Outline

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!
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Course Pricing

To schedule a training session with JDEtips or to find out more information, email Sandy.Acker at ERPtips dot com.

Sales Order Mgmt

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.

Just like the JDEtips Journal, our training covers application and technical topics for both World and EnterpriseOne. We train JD Edwards implementation team members and super-users on any topics covered in the standard JD Edwards course catalog, and we go beyond that to offer cutting edge configuration and reporting techniques that can fill the gap in your JD Edwards know-how.

We help JD Edwards clients and consultants solve business and technical problems with our library of undocumented features, timesaving solutions, and best practices. Request a free sample issue of JDEtips Journal here.

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Testimonials

"The workshop manuals were much better than the standard JDE class manuals; they had tips, questions, answers, and warnings. The instructor was not only knowledgeable and informative, he had the real world experience to understand our needs and the ability to bring solutions to light in an easy-to-understand manner. He was patient and easy going. I would recommend JDEtips training to anyone with a need to gain advanced JD Edwards knowledge.

Scott Maynard, Production & Manufacturing Manager, BJ Services, Inc.

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