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EncartaLabs

JD Edwards EnterpriseOne - Sales Order Management

( Duration: 5 Days )

This JD Edwards EnterpriseOne Sales Order Management training course provides skills to perform common tasks related to the JD Edwards EnterpriseOne Sales Order Management system. Upon completion of this course, you will be able to complete the following tasks: set up the sales order management system foundation, define customer information for sales, process basic sales orders, update sales and accounts receivable (AR) information and review sales order information.

By attending JD Edwards EnterpriseOne Sales Order Management workshop, delegates will learn to:

  • Describe the JD Edwards EnterpriseOne Sales Order Management business process.
  • Set up the JD Edwards EnterpriseOne Sales Order Management system foundation.
  • Define customer information for sales.
  • Process basic sales orders.
  • Demonstrate efficiency processing for sales orders.
  • Review sales order information.
  • Describing reposting and purging sales order information.
  • Entering and managing sales orders.
  • Printing picking documents.
  • Performing the end-of-day sales update process.
  • Processing direct ship orders.
  • Processing blanket orders.
  • Processing credit orders.
  • Processing backorders.
  • Defining item cross references.
  • Setting up the sales price based-on date preference.
  • Approving and logging sales orders.
  • Reviewing sales order reports and inquiries.
  • Setting up fundamental components for sales order management.
  • Describing item master and item branch/plant information.
  • Determining commitment and availability.

  • Knowledge of JD Edwards EnterpriseOne - Inventory Management

COURSE AGENDA

1

Business Process Overview

  • Describing the Features of Sales Order Management
  • Describing Sales Order Management System Integration
2

Determining Commitment and Availability

  • Identifying Commitment Types
  • Defining Availability
  • Explaining How Commitments Affect Availability
3

Defining Customer Information

  • Creating a Customer Master Record
4

Entering and Managing Sales Orders

  • Describing Sales Order Entry
  • Defining Processing Options for Sales Order Entry
  • Use the real-time summarization feature
  • Entering Sales Order Header Information
  • Entering Sales Order Detail Information
  • Managing Existing Sales Orders
  • Overview of Outbound Inventory Management
5

Printing Picking Documents

  • Describing Picking Documents
  • Printing Pick Slips
6

Confirming Order Shipment

  • Describing Shipment Confirmation
  • Performing Shipment Confirmation
7

Describing Shipping Documents

  • Printing a Bill Of Lading
  • Printing Delivery Notes
8

Printing Invoices

  • Describing Sales Order Invoices
  • Printing Standard Invoices
  • Explaining Cycle Billing
9

Performing the End-of-Day Sales Update Process

  • Defining End-of-Day Processing
  • Describing Table Updates During Sales Update
  • Running the Sales Update Program
  • Reviewing and Posting Customer Sales
10

Processing Direct Ship Orders

  • Setting Up Direct Ship Sales Orders
  • Entering Direct Ship Orders
11

Processing Transfer Orders

  • Setting Up Transfer Orders
  • Entering Transfer Orders
  • Describing Intransit Inventory
12

Processing Credit Orders

  • Setting Up Credit Orders
  • Entering Credit Orders
13

Processing Return Material Authorizations

  • Setting Up RMAs
  • Entering RMAs
  • Updating RMAs
14

Processing Quote Orders

  • Setting Up Quote Orders
  • Entering Quote Orders
15

Processing Blanket Orders

  • Setting Up Blanket Orders
  • Entering Blanket Orders
16

Processing Backorders

  • Describing Backorders
  • Describing System Setup for Backorders
  • Releasing Backorders
17

Applying and Releasing Order Holds

  • Setting Up Order Hold Information
  • Describing Batch Credit Holds
  • Releasing Held Orders
18

Defining Item Cross-References

  • Describing Substitute Items and Associated Items
  • Setting Up Substitute and Associated Items
  • Entering Cross-Reference Items During Order Entry
19

Processing Kits and Components

  • Setting Up the Item Master for Kit Processing
  • Configuring BOMs for Kit Processing
  • Entering Sales Orders for Kits
  • Describing Kit Component Processing
20

Approving and Logging Changes to Sales Orders

  • Describing the Order Approval Process
  • Describing Sales Order Approval Codes
  • Approving and Releasing Held Sales Orders
21

Processing Kits and Components

  • Setting Up the Item Master for Kit Processing
  • Configuring BOMs for Kit Processing
  • Entering Sales Orders for Kits
  • Describing Kit Component Processing
22

Approving and Logging Changes to Sales Orders

  • Describing the Order Approval Process
  • Describing Sales Order Approval Codes
  • Approving and Releasing Held Sales Orders

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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