Embridge Training
Sales to Cash (S2C) for Unit4 ERP
Covering all elements of the Unit4 ERP Sales to Cash lifecycle, this half day course will give you an excellent grounding for customer management, enabling you to enhance your internal processing.
Duration: 0.5 Days
Level | Getting Familiar
Covering all elements of the Unit4 ERP Sales to Cash lifecycle, this half day course will give you an excellent grounding for customer management, enabling you to enhance your internal processing.
Summary
Administering customers is crucial to all businesses and ensuring that customers pay on time is a constant and frustrating battle for accounts staff.
This course with enable you to understand the sales to cash lifecycle using a range of facilities for efficient customer management, supporting your staff in meeting your time sensitive cash-flow targets.
Learning outcomes
Learn about the elements of the Sales to Cash lifecycle in the Unit4 ERP and where these business processes will be included in the proposed software solution, and which elements will be fulfilled by other, existing systems, manual processes or add-ons.
The objectives of this course are to help you:
- Understand the Sales to Cash (S2C) workstream.
- Understand the S2C processes encompassing the activities involved in creation of the customer record, recording and processing orders for these customers, invoicing and the credit control / payment follow-up / debt chasing processes.
Delegate pre-requisites
Familiarisation – Record to Report (R2R) Finance
Some knowledge of Accounts Receivable would be advantageous.
Who is it for?
• AR /SO Clerk
• Credit Controller
Language
Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.
Course Structure
Session 1
Sales to Cash overview
In this session we will discuss the Accounts Receivable process, beginning with the creation of customers, invoicing customers, all the way through to the debt recovery process.
Session 2
Customer Creation and Amendment
In this session you will be given an introduction to the standard customer master file record in the Unit4 ERP.
• What the customer master file is and its uses for HR
• What information can be captured
• How information can be amended
Session 3
Sales Ordering and Invoicing
In this session you will be shown the process for raising of sales orders / invoices using the Unit4 ERP to understand the different mechanisms by which Sales Orders and Invoices can be raised, the functionality / enhancements within and approval processing:
• Raising sales orders
• Raising free text sales order
• Sales orders in workflow
• How invoices are raised
Session 4
Credit Control
In this session you will be shown the options available for credit control / debt chasing / payment follow-up covering:
• Maintenance of open items
• Payment plans
• Action Overview
• Reminder letters
• Invoice write-offs
Session 5
Reporting
In this session you will be shown examples of customer reporting for:
• A Statement of Accounts
• Customer Aged Debt
• Open Item per Customer
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.
The training was exceptional and learned so much in a space of 7 hours. The trainer was amazing overall and the pace of the training was relevantly easy to follow.
Places for People Data Migration / Report Writer