Tips and Tricks
Process Model
Training Material Printouts
Initial Exercises
Sales 1
Basic Data and Requirements
Commission Receivers—BDR
Commission Receivers—Exercises
Commission Receiver Groups—BDR
Commission Receiver Groups—Exercises
Customer—BDR
Customer—Exercises
Customer Stat. Groups—BDR
Customer Stat. Groups—Exercises
Discount Groups—BDR
Discount Groups—Eercises
Credit Control Groups—BDR
Credit Control Groups—Exercises
Districts—BDR
Districts—Exercises
Markets—BDR
Markets—Exercises
Milestone Templates—BDR
Milestone Templates—Exercises
Order Types—BDR
Order Types—Exercises
Shipment Types—BDR
Shipment Types—Exercises
Print Codes—BDR
Print Codes—Exercises
Regions—BDR
Regions—Exercises
Sales Charge Groups—BDR
Sales Charge Groups—Exercises
Sales Charge Types—BDR
Sales Charge Types—Exercises
Sales Discount Types—BDR
Sales Discount Types—Exercises
Sales Groups—BDR
Sales Groups—Exercises
Salesmen—BDR
Salesmen—Exercises
Sales Price Groups—BDR
Sales Price Groups—Exercises
Sales Part—Introduction
Sales Part—BDR
Sales Part—Exercises
Serial Shipping Container Code (SSCC)—BDR
Serial Shipping Container Code (SSCC)—Exercises
Non-Inventory Sales Part—BDR
Non-Inventory Sales Part—Exercises
Package Part—BDR
Package Part—Exercises
Sales Quotation
Sales Quotation—Introduction
Setting Up Sales Quotation—BDR
Setting Up Sales Quotation—Exercises
Managing Sales Quotation—Key
Managing Sales Quotation—Exercises
Adding Complementary Parts
Adding Complementary Parts—Exercises
Managing Sales Charges/Landed Costs
Managing Sales Charges/Landed Costs—Exercises
Customer Order
Customer Order—Introduction
Entering Customer Orders—Key
Entering Customer Orders—Exercises
Managing Addresses
Managing Addresses—Exercises
Managing Delivery Addresses—Exercises
Managing Delivery Addresses and Delivery Info—Exercises
Managing Sales Charges/Landed Costs
Managing Sales Charges/Landed Costs—Exercises
Managing Discounts on Order Line
Managing Discounts on Order Line—Exercises
Managing Delivery Lead Time
Managing Delivery Lead Time—Exercises
Handling Credit Control
Handling Credit Control—Exercises
Using Cross-Reference Sales Part Data
Using Cross-Reference Sales Part Data—Exercises
Printing Pro Forma Invoice
Printing Pro Forma Invoice—Exercises
Entering Preposting for a Customer Order
Using Create Customer Wizard
Using Create Customer Wizard—Exercises
Using Customer Order Template
Using Customer Order Template—Exercises
Adding Complementary Parts
Adding Complementary Parts—Exercises
Substituting Sales Parts
Substituting Sales Parts—Exercises
Service Request—Introduction
Pricing
Pricing—Introduction
Managing Customer Agreements—Key
Managing Customer Agreements—Exercises
Managing Campaigns—Key
Managing Campaigns—Exercises
Using Pack Size Discounts/Charges—Key
Using Pack Size Discounts/Charges—Exercises
Creating Part Based Price Lists—Key
Creating Part Based Price Lists—Exercises
Maintaining Part Based Price Lists
Maintaining Part Based Price Lists—Exercises
Creating Unit Based Price Lists
Creating Unit Based Price Lists—Exercises
Retrieving Prices and Discounts
Retrieving Prices and Discounts—Exercises
Creating Customer Hierarchy
Creating Customer Hierarchy—Exercises
Using Customer Hierarchy and Single Discount Method
Using Customer Hierarchy and Single Discount Method—Exercises
Using Customer Hierarchy and Multiple Discount Method
Using Customer Hierarchy and Multiple Discount Method—Exercises
Using Order Discount
Using Order Discount—Exercices
Manage Sales Promotions
Manage Sales Promotions—Exercices
Managing Customer Rebates
Managing Customer Rebates—Exercises
Setting Up CTO Pricing—BDR
Setting Up CTO Pricing—Exercises
Calculating CTO Prices
Calculating CTO Prices—Exercises
Planning Delivery Dates
Analyzing Availability
Analyzing Availability—Exercises
Capability Check—Introduction
Performing Level 1 Master Scheduling—Key
Performing Level 1 Master Scheduling—Exercises
Managing Delivery Lead Time
Managing Delivery Lead Time—Exercises
Setting Up Supply Chain Parameters For Trading—Introduction
Supply Chain Part Group—BDR
Supply Chain Part Group—Exercises
Setting Up Site-to-Site Supply Chain Parameters for Trading—BDR
Setting Up Site-to-Site Supply Chain Parameters for Trading—Exercises
Setting Up Site to Customer Supply Chain Parameters for Trading—BDR
Setting Up Site to Customer Supply Chain Parameters for Trading—Exercises
Setting Up Supplier to Customer Supply Chain Parameters for Trading—BDR
Setting Up Supplier to Customer Supply Chain Parameters for Trading—Exercises
Sales Charges / Landed Costs
Managing Sales Charges/Landed Costs—Key
Managing Sales Charges/Landed Costs—Exercises
Order Routes
Using Route Planning/Booking Proposals—Key
Using Route Planning/Booking Proposals—Exercises
Freight
Freight Map and Freight Price List
Freight Map and Freight Price List—Exercises
Managing Freight Charges at Shipment
Managing Freight Charges at Shipment—Exercises
Managing Freight Charges at Sales Quotation
Managing Freight Charges at Sales Quotation—Exercises
Managing Freight Charges at Customer Order
Managing Freight Charges at Customer Order—Exercises
Reservations
Reservations—Introduction
Managing Reservations—Key
Managing Reservations—Exercises
Managing Supply Site Reservations
Setting Up Supply Site Reservations—Exercises
Managing Supply Site Reservations—Exercises
Handling Shortages
Handling Shortages—Exercises
Customer Invoicing
Customer Order Invoices—Introduction
Invoicing Customer Orders—Key
Invoicing Customer Orders—Exercises
Creating Credit Notes and Correction Invoices—Key
Creating Credit Notes and Correction Invoices—Exercises
Self-Billing—Introduction
Managing Self-Billing—Key
Managing Self-Billing—Exercises
Creating Staged Billing—Key
Creating Staged Billing—Exercises
Creating Staged Billing together with Milestone
Creating Staged Billing together with Milestone—Exercises
Handling Prepayment Based Invoice—Key
Handling Prepayment Based Invoice—Exercises
Advance Invoicing—Key
Advance Invoices and Advance Invoice Payments—Key Exercises
Create Shipment Invoice—Key
Create Shipment Invoice—Exercises
VAT / Sales Tax
VAT—Introduction
Managing VAT—Key
Managing VAT—Exercises
Managing Sales Tax—Key
Managing Sales Tax—Exercises
Intrastat
Managing Intrastat Reporting—Key
Managing Intrastat Reporting—Exercises
Milestones
Entering Milestones—Key
Entering Milestones—Exercises
Sales Commissions
Using Commissions—Key
Using Commissions—Exercises
Serial and Lot/Batch Numbers
Handling Serial and Lot/Batch Numbering—Key
Managing Serial Reservations—Key
Managing Serial Reservations—Exercises
Condition Codes
Condition Codes—Introduction
Setting Up Sales Parts With Condition Codes
Setting Up Sales Parts With Condition Codes—Exercises
Setting Up Condition Code Pricing
Setting Up Condition Code Pricing—Exercises
Using Condition Codes in Sales
Using Condition Codes in Sales—Exercises
Consignment Stock
Consignment Stock—Introduction
Setting Up Consignment Stock—BDR
Setting Up Consignment Stock—Exercises
Using Consignment Stock at Customer's Warehouse—Key
Using Consignment Stock at Customer's Warehouse—Exercises
Customer Owned Stock
Part Ownership—Introduction
Using Customer Part Acquisition Values—Key
Using Customer Part Acquisition Values—Exercises
Warranties
Managing Customer Warranties—Key
Managing Customer Warranties—Exercises
Configure to Order
CTO in Distribution—Introduction
Setting Up Configured Parts in Distribution—BDR
Setting Up Configured Parts in Distribution—Exercises
Using Configured Parts in Customer Order—Key
Using Configured Parts in Customer Order—Exercises
Setting Up CTO Pricing—BDR
Setting Up CTO Pricing—Exercises
Calculating CTO Price
Calculating CTO Price—Exercises
Multi-Site
Multi-Site—Introduction
Capability Check—Introduction
Using Capability Check—Exercises
Using Multi-Site Ordering—Key
Using Multi-Site Ordering—Exercises
Using Inter-Site Profitability
Using Inter-site Profitability—Exercises
Sourcing
Sourcing—Introduction
Setting Up Sourcing Rules—BDR
Setting Up Sourcing Rules—Exercises
Using Automatic Sourcing
Using Automatic Sourcing—Exercises
Using Manual Sourcing
Using Manual Sourcing—Exercises
Supply Pegging
Creating and Modifying Supply Pegging
Creating and Modifying Supply Pegging—Exercises
Multiple Unit of Measure
Multiple Unit of Measure—Key
Multiple Unit of Measure—Exercises
Postings
Posting Controls—Introduction
Financial Transactions in Customer Order—Introduction
EDI/MHS
EDI/MHS—Introduction
Handling Incoming Customer Order
Handling Incoming Change Request
Handling Price Catalog Messages
Follow-Up and Analysis
Performing Queries/Analysis
Performing Queries/Analysis—Exercises