Order Management Rel 8.9

The course begins with the basic setup required for implementing PeopleSoft Order Management. This setup includes the business unit, customers, products, distribution accounting, and hold processing. Optional setup of freight and transportation, alternate sourcing, and communications will be presented. You will also gain knowledge of how the revenue stream and defaulting work with the sales order. This perspective will aid you with your implementation decisions and how you create your business process practices.You will also see first hand how sales orders and buying agreements are created and processed. The course will cover the order to cash business process so you understand how orders go through fulfillment and billing. Advanced CSR options such as margin manipulation and pricing will be discussed so you can fully utilize the Order Management system. Learn To:Enable your CSRs to manipulate margins during order entryCreate customers during counter sales entryCreate purchase orders from within the sales orderEstablish defaulting data to simplify order entry

• Describing the Business Process
• Performing Basic Setup
• Defining Default Data
• Setting Up Customers
• Establishing Products and Items
• Defining Transportation and Freight
• Creating Communications
• Establishing Holds
• Defining the Revenue Stream
• Verifying Defaults in Sales Orders
• Creating Pricing Adjustments
• Using Advanced CSR Options
• Analyzing the Order to Cash Process
• Defining Alternate Sales Order Creation
• Defining Buying Agreements
• Creating Counter Sales Orders
• Defining Return Material Authorizations

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Gedetailleerde onderwerpenlijst

Hieronder vind u een gedetailleerd overzicht met onderwerpen die in de cursus Order Management Rel 8.9 behandeld zullen worden:

• Describing the Business Process
• Describing Order Management Features
• Describing Order Management Integration
• Describing the Process for Implementing Order Management
• Performing Basic Setup
• Describing the Default Hierarchy
• Establishing Order Management Business Units
• Identifying Installation Options
• Defining Default Data
• Creating Codes and Using Auto numbering
• Establishing System Data
• Establishing Currency and Taxes
• Setting Up Customers
• Identifying Customer Roles
• Creating Customer IDs
• Constructing Contact Information
• Using Alternate Customer Entry Methods
• Creating Customer Groups
• Establishing Products and Items
• Creating a Product ID
• Defining a Product Kit
• Determining Product Availability
• Creating Verity Search for Products
• Defining Transportation and Freight
• Describing Transportation Lead Times and Freight Charge Calculations
• Using Product Groups and Customer Groups for Transportation Lead Times and Freight Charges
• Defining Transportation Arbitration Plans and Rules
• Defining Freight Arbitration Plans and Rules
• Listing the Methods of Adding Freight
• Creating Communications
• Defining Messages
• Creating Notes
• Identifying the Message Board
• Setting Up Attachments
• Establishing Holds
• Establishing Hold Codes
• Illustrating Manual Holds
• Explaining Automatic Hold Processing
• Defining the Revenue Stream
• Identifying the Distribution Streams
• Defining Distribution Accounts
• Creating Distribution Sets
• Arranging Distribution Rules
• Verifying Defaults in Sales Orders
• Identifying the Structure of Sales Orders
• Determining Header Level Defaults
• Determining Line Level Defaults
• Explaining Online Reservations and Lot Allocation
• Creating Pricing Adjustments
• Describing the Various Methods of Pricing
• Setting Up Base Prices
• Defining Pricing Adjustments
• Defining Complex Pricing Adjustments
• Using Advanced CSR Options
• Describing Advanced CSR Options
• Establishing Feature Function Security
• Performing Advanced Sourcing
• Performing Margin Adjustments
• Analyzing the Order to Cash Process
• Summarizing the Order to Cash Process
• Moving the Sales Order Through Shipping
• Analyzing an Invoice
• Defining Alternate Sales Order Creation
• Identifying Different Methods of Sales Order Entry
• Utilizing a Quote
• Setting Up EDI Transactions
• Defining Buying Agreements
• Illustrating Buying Agreements in the Default Hierarchy
• Creating Buying Agreements
• Distinguishing the Defaults
• Creating Counter Sales Orders
• Describing the Counter Sale Environment
• Setting Up the Counter Sale Environment
• Setting Up the Cash Drawer
• Entering Counter Sales
• Applying and Refunding Deposits
• Defining Return Material Authorizations
• Defining the Return Material Authorization Process
• Completing the Return Material Authorization Setup
• Determining Default Data

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