Download Epicor ERP Order Management Course 10.0.700.2 PDF

TitleEpicor ERP Order Management Course 10.0.700.2
TagsInventory Databases Sales Invoice Enterprise Resource Planning
File Size486.3 KB
Total Pages67
Table of Contents
                            Contents
Introduction
Before You Begin
	Audience
	Prerequisites
	Environment Setup
		Workshop Constraints
Overview
Application Setup
Daily Sales Order Processing
	Sales Orders
		Workshop - Create a Basic Sales Order
			Create a Sales Order
			Add New Lines
			Preview the Sales Order
			Review Allocations Using Time Phase Inquiry
		Workshop - Copy the Sales Order
		Workshop - Enter Mark For Address Information
		Sales Order Tracker
	Sales Orders with Multiple Releases
		Workshop - Create a Sales Order with Multiple Shipping Releases
			Add a New Line
			Enter Releases with Multiple Ship-To's
	Create Orders from Quotes
		Quote to Order
			Workshop - Pull the Quote into a Sales Order
		Quote Line to Order
			Workshop - Create a Sales Order from a Quote with Quantity Breaks
	Customer Shipments
		Workshop - Ship the Sales Order
		Workshop - Ship the Mark For Sales Order Line
		Workshop - Ship the Sales Order with Multiple Ship-To Releases
		Sales Order Pick List
		Scheduled Shipments Report
	(Optional) Invoicing
		(Optional) Workshop - Invoice the Sales Order
			Post the Invoice
	Process Orders for Sales Kits
		Workshop - Update Sales Kit
		Workshop - Create a Sales Order
			Create a Sales Order
			Enter Lines
			Change Kit Components
			Ship the Sales Order
			(Optional) Invoice the Shipment
	Create Jobs from Orders
		Order Job Wizard
			Workshop - Create a Sales Order and Job Using the Order Job Wizard
				Create a Sales Order
				Add a New Line
				Create a Job
				Review the Sales Order
		Job Manager
			Workshop - Create a Sales Order and a Job Using the Job Manager
				Create a Sales Order
				Add a New Line
				Add a New Release
				Use the Job Manager to Create a Job
				Get Manufacturing Details
				Engineer and Release the Job
				Schedule the Job
	Sales Reports
Specialized Sales Order Processing
	Customer Part Cross Reference
		Workshop - Set Up a Customer Cross Reference Part
		Workshop - Create a Sales Order Using a Customer Cross Reference Part
			Create a Sales Order
			Add a New Line
			Enter a New Release
			Preview the Sales Order
	Counter Sales
		Workshop - Process a Counter Sale
			Add a Sales Order
			Add the First Line
			Add the Second Line
			Process the Counter Sale
	Multi-Level Capable to Promise
		Workshop - Duplicate a Part
			Review the Cumulative Lead Times for the Assembly Part and Subassemblies
		Workshop - Enter a Sales Order for Part XXX-PAA
			Calculate Capable to Promise
	Pricing and Discounting
		Price Group Maintenance
			Workshop - Use Price Groups
				Add a Price Group
				Use the Price Group
		Price Lists
			Workshop - Use Price Lists
				Create a Price List
				Assign the Price List
				Enter a Sales Order
		Price List Inquiry
	Additional Functions
Conclusion
                        

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