• Sales Orders Change Summary
•  About This Course
  •  Course Description
    • Course Objectives
    • Audience
    • Prerequisites
    • Course Credit and Scheduling
    • Virtual Environment Information
  •  Additional Resources
    • QAD Learning Center
    • QAD Document Library
    • QAD Support
•  Introduction to Sales Orders
  • Overview
  •  Sales Order Key Events
    • Terminology
    • Sales Order Document Structure
    • Sales Order Users
    • Sales Order Life Cycle
    • QAD General System Flow
  • Course Objectives
  • Related Courses
•  Business Considerations
  • Overview
  • Sales Quotes
  • Configured Products
  • Sales Analysis
  • Credit Management
  • Freight Calculations
  • Commissions
  • Import/Export
  • Electronic Data Interchange (EDI)
  • Customer Schedules
  • Containerization
  •  Case Study
    • Product Description
    • Focusing Activity
•  Sales Order Setup
  •  Overview
    • Sales Order Setup
  • Taxes
  •  Trailer Codes
    • Trailer Code Maintenance
  •  Freight
    • Freight Element 1: Freight List Maintenance
    • Freight Element 2: Freight Zone Maintenance
    • Freight Element 3: Freight Class Maintenance
    • Freight Element 4: Freight Charges Maintenance
    • Freight Element 5: Freight Terms Maintenance
    • Types of Freight Terms
    • Freight Control
  • Exercise: Trailer Codes and Freight Charges
  • Credit Terms
  •  Salespersons/Commissions
    • Business Relation Create
    • Salesperson Maintenance
    • Sales Person Commission Detail
  • Exercise: Credit Terms and Salespersons
  •  Customer Records
    • Customers Menu
    • Customer Setup
    • Customer Banks
    • Customer Ship-To Create
    • E-Mail Notification
    • Customer Addresses
    • Customer Data Maintenance
  •  Master Comments
    • Master Comment Maintenance
  •  Item Data for Sales Orders
    • Customer Item Numbers
    • Customer Item Maintenance
    • Set Up Memo Items
  •  Price Lists
    • Pricing in QAD Enterprise Applications
    • Introduction to Best Pricing
    • Item Cost Maintenance – Price
  • Company Addresses
  • Exercise: Customer Setup
  •  Sales Order Control
    • Sales Order Control
    • Sales Order Accounting Control
  • Sales Channels
  • Exercise: Customer Items and Sales Order Control
•  Basic Sales Order Process
  • Overview
  •  Enter the Sales Order
    • Sales Order Maintenance: Header
    • Sales Order Maintenance: Line Items
    • Sales Order Maintenance: Trailer
  •  Confirm the Sales Order
    • Sales Order Control
    • Sales Order Maintenance
    • Sales Order Confirmation
  •  Verify Credit
    • Sales Order Credit Maintenance
    • Sales Order Auto Credit Hold
    • Sales Order Auto Credit Approval
  • Allocate Inventory
  •  Print the Sales Order
    • Sales Order Print
  • Exercise: Sales Order Maintenance
  •  Print Packing List
    • Sales Order Packing List
    • After Printing the Picklist
  •  Process the Shipment
    • Sales Order Shipments
    • SO Container Maintenance
    • Sales Order Shipper Maintenance
    • Pre-Shipper/Shipper Confirm
    • Shipper Delete/Archive
  • Exercise: Allocation and Shipping
  •  Review and Modify Pending Invoices
    • Pending Invoice Register
    • Pending Invoice Maintenance
  • Preview Invoice Print
  •  Post and Print Invoices
    • Invoice Post and Print
  •  Print or Reprint Invoice
    • Invoice Print or Reprint
  • Exercise: Invoices
  •  Returns
    • Sales Order and Line Item Open
    • Sales Order Open and Line Item Closed
    • Sales Order Closed
    • Credit Invoices for Returned Goods
•  Optional Sales Order Features
  • Overview
  •  Correction Invoices
    • Set Up Correction Invoices
    • Use Correction Invoices
    • Create and Ship Correction Sales Orders
    • Post and Print Correction Invoices
  • Exercise: Correction Invoices
  •  Item Replacement
    • Enabling Item Replacement
    • Set Up and Use Item Replacement
    • Set Up and Use Up-Sell
    • Set Up and Use Cross-Sell
  •  Blocked Transactions
    • Block Customer Transactions
    • Define Blocked Customer Transactions
    • Assign Blocked Transactions to Customers
    • Example: Block Customer Transactions
  •  Available to Promise Enforcement
    • Available-to-Promise (ATP)
    • Set Up ATP Processing
    • Set Up Sales Order Control
    • Configure ATP Settings for Items and Sites
    • (Optional) Update ATP Settings
    • Use ATP Processing Features
  •  Logistics Accounting
    • Logistics Accounting (Sales Side)
    • Logistics Accounting Overview
    • Set Up Logistics Accounting
    • Accrue Outbound Logistics Charges
    • Update Freight Terms
    • Process Logistics Charges
  • Exercise: Logistics Accounting (Sales Side)
•  Sales Quotations
  •  Overview
    • Quotation
    • Terminology
    • Header
    • Sales Quotes Users
    • Life Cycle
  •  Sales Quotes Setup
    • Sales Quote Control
  • Reason Codes Maintenance
  • Exercise: Sales Quote Control
  •  Sales Quote Processing
    • Enter a Sales Quote
    • Sales Quote Maintenance: Header
    • Sales Quote Maintenance: Line Items
    • Sales Quote Maintenance: Trailer
    • Sales Quote Copy from Order
    • Sales Quote Copy from Quote
    • Sales Quote Repricing
    • Sales Quote Release to Order
  • Sales Quote Reports
  • Exercise: Sales Quotes
•  Sales Analysis
  •  Overview
    • Introduction
    • Setting Up Sales Analysis
    • Fiscal Year and Calendar Year Reporting
  • Sales Analysis Program Descriptions
•  Workshops and Study Questions
  •  Setup/Implementation
    • Setup Workshops
    • Study Questions for Setup
  •  Processing
    • Processing Workshops
    • Study Questions on Sales Order Processing
    • Allocation and Shipping Workshops
    • Study Questions on Allocation and Shipping
    • Invoicing Workshops
    • Study Questions on Invoicing
  • Answers to Workshops and Study Questions
• General Ledger Effects in Sales Orders/Invoicing
• Sales Orders and Invoicing Reports