Overview
This chapter describes the various activities associated with getting a product to a customer. Typically the sales department is responsible for recording orders, processing shipments, and invoicing. Each of these activities is discussed, followed by an example to illustrate the process.
Chapter Topics
The topics covered in this chapter include:
• Key Concepts
Sales Order Process Flow
Document Layout
Allocation of Inventory
Picklists
Shipment
Invoice Management
• Example
Review Customer Record
Define Control Settings
Enter Sales Order and Print Sales Order
Print Packing List and Ship Sales Order
Review Inventory Detail
Review Invoice and Post and Print Invoice
• Review
• Exercises
Learning Objectives
When you finish this chapter, you should be able to:
• Describe the basic sales order process flow.
• Explain the different types of information contained in a sales order document header, line item, and trailer sections.
• Explain the differences between general and detail allocations.
• Describe the basic invoice process flow.
• Describe the basic payment process flow.
• Enter, print and ship a sales order.
• Post and print an invoice.
