Purpose: The purpose of these initial exercises is that the instructor will use them for demonstrating the basic functionality in the Sales main process, which entails:
IMPORTANT |
These initial exercises are intended for instructor use. If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site. |
Purpose: The purpose of this exercise is to introduce you to the basic functionality for entering and handling a sales quotation.
Prerequisites: The necessary data for this exercise is listed in the table below:
Data Type | Value | Description |
Coordinator | ALAIN | Alain Prost |
Customer | 1000 | Customer 1000 |
Sales Part | 18-100 | Race Car |
Purpose: The purpose of this exercise is to familiarize you with the basic functionality of how an uncomplicated sales quotation is entered by using predefined objects.
Windows:
Sales Quotation
The customer, Customer 1000, is requesting a quotation for four new cars, type Race Car. If they accept your quotation, Customer 1000 will use the cars in the Monte Carlo Grand Prix which is in four months.
Note: In actual practice, you will have to await the acceptance from the customer.
Note: You may continue the order flow from step 11 in the Entering and Handling Customer Order exercise.
Purpose: The purpose of this exercise is to familiarize you with the basic functionality of entering customer orders. You will learn how to enter a simple customer order using predefined objects. Several of the events performed in the order flow are performed automatically.
Prerequisites: The necessary data for this exercise is listed in the table below:
Data Type | Value | Description |
Coordinator | ALAIN | Alain Prost |
Customer | 1000 | Customer 1000 |
Sales Part | 18-100 | Race Car |
Windows:
Customer Order
Background Jobs
Note: The customer, Customer 1000, is ordering two new cars of the 18-100 Race Car type. You should enter and release the customer order. Customer 1000 is going to use the cars in the Monte Carlo Grand Prix, which takes place in two months.
Note: The customer order is processed by the system and the performed events can be checked in the Background Jobs window. The PRI order type specifies that certain events are automatically performed. It may take several seconds for the status to change.
Note: The delivery of customer orders is handled in the Shipment main process.