Embridge Training
S2C – Sales Order
Using best practice business processing, understand how automating your sales order process can help users proactively monitor their debt management activities.
Duration: 1 Day
Level | Getting To Grips
Using best practice business processing, understand how automating your sales order process can help users proactively monitor their debt management activities.
Summary
Designed to streamline the debt recovery process, this one day course will give your users an understanding of the end-to-end sales ordering process, promoting visibility and improving efficiencies, to enable debt collection in a timely manner.
Supported by automated workflow, statements, reminders, notes, actions, and deadlines can be combined to provide an effective credit control and debt recovery process pro-actively prompting and guiding your staff through their debt management cycle.
Learning outcomes
The objectives of this course are to help you understand Sales Orders in order to create and process sales orders, subscriptions, and invoices in Unit4 ERP and understand their links and postings to Accounts Receivable covering:
- Unit4 ERP sales orders and its links to other Unit4 ERP modules
- Setup required such as product and customers
- How to create and process sales orders for non-stocked products (services) to invoices
- How to process consolidated invoices, subscriptions, mass sales order
- How to create and process credit notes for non-stocked products
- How to amend or cancel sales orders
Delegate pre-requisites
Familiarisation – Sales to Cash (S2C – Sales & AR)
Who is it for?
- AR/SO Clerk
Language
Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.
Course Structure
Session 1
Sales Order Overview
In this session you will receive an overview of the sales order process so you can understand how it fits into the Sales to Cash process.
Session 2
Setting up Sales Order, Customers and Products
In this session you will cover the basic setup required to be able to raise sales orders in Unit4 ERP.
This area will cover:
- Common setup
- Users / roles / responsible setup
- Order types
- Customers
- Products
Session 3
Raising Sales orders & processing to Invoices
In this session you will cover how to raise sales orders / invoices.
This area will cover:
- Raising a Sales Order – Non-Stock
- Sales Order Workflow
- Producing Invoices
- Consolidated Invoices
- Raising Subscriptions
- Raising Mass Sales Orders
Session 4
Raising Free text Sales Orders
In this session you will understand the different mechanisms by which Sales Orders can be raised and see the process for raising Free text sales orders.
Session 5
Raising Credit Notes
In this session you will understand the different ways credit notes can be created and their impact.
This area will cover:
- Raising a credit note with a negative amount
- Raising a credit note using credit note base
Session 6
Amending Sales Orders
In this session you will understand the functions available to amend or cancel sales orders, and includes printing of sales order confirmations.
Session 7
Subscriptions and Subscription processing
In this session you will understand the elements that are required for subscriptions processing.
This area will cover:
- Setting Up a Fixed Registers for Subscriptions
- Setting Up System Parameters
- Setting Up Frequency Codes
- Setting Up Number Series, Types, and Cycles
- Subscriptions
- Enter a Subscription
- Overview of Processing Subscriptions
- Process Subscription
Premium Education training subscription
Part of the College of Finance
Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.
More details about Premium Education will be coming soon. Watch this space!
In the mean time if you would like to know more email enquiries@embridgeconsulting.com
Cancellation policy
All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.