Course Description for Sales Advanced

This course shows how IFS Applications can be used to support sales of goods and services to your customers.

Course Length

The estimated time to complete this course is 21 hours.

Target Audience

This course is designed primarily for application consultants who will be working with IFS Supply Chain.

Customer Order

This chapter explains how to manage route planning/booking proposals and the creation of service requests.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 1 hour.

Target Audience

This chapter is designed primarily for people who will be working with customer orders.

Pricing

This chapter explains how to create customer hierarchies and to use single and multiple discounts and order discounts. It also covers configure-to-order (CTO) pricing setup and price calculations.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 4 hours, 50 minutes.

Target Audience

This chapter is designed primarily for people who will be working with pricing in sales.

Order Routes

This chapter explains how to use the order routes and booking proposals functionality.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 45 minutes.

Target Audience

This chapter is designed primarily for people who will be working with order routes.

Reservations

This chapter explains how to use supply chain reservations in a multi-site environment.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 2 hours.

Target Audience

This chapter is designed primarily for people who will be working with multi-site ordering and optionally also sourcing these orders.

Intrastat

This chapter explains what an Intrastat report is and how to create an Intrastat import and export report.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 45 minutes.

Target Audience

This chapter is designed primarily for people who will be working with Intrastat.

Milestones

This chapter explains how milestones are entered and processed.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 45 minutes.

Target Audience

This chapter is designed primarily for people who will be working with milestones.

Staged Billing

This chapter explains how to create and connect a staged billing template to an order line and to invoice at a staged-billing step. It also covers the use of staged billing and milestones together.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 1 hour.

Target Audience

This chapter is designed primarily for people who will be working with staged billing.

Sales Commissions

This chapter explains how to set up, use, and calculate commissions.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 1 hour.

Target Audience

This chapter is designed primarily for people who will be working with sales commissions.

Serial Reservations

This chapter explains how to reserve serial and lot batch numbers for a manufactured sales part from the customer order line.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 30 minutes.

Target Audience

This chapter is designed primarily for people who will be working with serial reservations.

Consignment Stock

This chapter explains how to use and set up consignment stock at a customer's site.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 1 hour, 10 minutes.

Target Audience

This chapter is designed primarily for people who will be working with consignment stock.

Customer Owned Stock

This chapter describes how to keep track of customers’ acquisition values for their parts that are kept as customer-owned in inventory.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 1 hour.

Target Audience

This chapter is designed primarily for people who will be working with customer owned stock.

Warranties

This chapter explains how supplier and customer warranties are connected to parts and how warranties can be inherited and converted. It also describes the setup of warranty conditions, warranty types, and warranty type templates.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 45 minutes.

Target Audience

This chapter is designed primarily for people who will be working with warranties.

Configure to Order (CTO)

This chapter explains how to set up configured parts and use them in IFS/Customer Orders. It also covers CTO pricing setup and calculations.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 1 hour, 35 minutes.

Target Audience

This chapter is designed primarily for people who will be working with configure to order.

Multi Site

This chapter explains how to perform multi site/multi company ordering with transit and direct delivery. It also explains how profitability can be analyzed on sites that belong to the same company.

Prerequisites

Before starting the lessons in this chapter, you should have completed the System Data chapter in the IFS Applications Define Distribution Basics Intermediate course, the IFS Applications Procurement Intermediate courses, and the IFS Applications Sales Intermediate courses. 

Chapter Length

The estimated time to complete this chapter is 3 hours.

Target Audience

This chapter is designed primarily for people who are working with order handling. The lesson about inter-site profitability is designed primarily for financial or site managers interested in the site's profit/loss. 

Sourcing

This chapter explains how to enter sourcing rules.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 30 minutes.

Target Audience

This chapter is designed primarily for people who will be working with Multi Site.

EDI/MHS

This chapter explains how to set up and use electronic data interchange (EDI) and the message handling system (MHS).

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 1 hour, 30 minutes.

Target Audience

This chapter is designed primarily for people that who will be working with EDI/MHS.

Self-Billing

This chapter explains how self-billing is managed within IFS Customer Order. Information from the customers the about self-billed price and quantity can be received through an EDI/MHS/XML message. You can also handle self-billing information received without a message.

Prerequisites

Before taking the lessons in this chapter, you should have completed the Sales Intermediate Part I and Part II courses.

Chapter Length

The estimated time to complete this chapter is 45 minutes.

Target Audience

This chapter is designed primarily for people who will be working with self-billing.