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Sales

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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