Inventory Management Training Agenda

Topic

Description         

Duration

Introduction of the Accounts Receivable Training

  • Introduction of Facilitator
  • Introduction of Participants
  • Agenda/Topics

15 minutes

Accounts Receivable Overview

  • Order to Cash flow
  • System Roles and Processes
  • Processing Sales Order, Sales Order Fulfillment, Billing Sales Order, Apply Customer Payment
  • Issuing Credit Memo

15 minutes

Managing Customer Account

  • Managing Customer Record
  • Customer Dashboard Management
  • Other Relationships – One customer record, multiple relationships
  • Communication / Multiple Address functions / Preferences
  • Credit Limit – Hold /Terms
  • Multiple Currency
  • Customer center access / Multiple Subsidiary
  • Discuss the Flow of Purchase Order flow chart

30 minutes

Hands on – Customer Record Management

  • Demo (New Customer Records)
  • Exercise

30 minutes

Break


15 minutes

Discuss the Sales Transaction Process

  • Item Master (Item types)
  • Sales Order Entry
  • Sales Order Fulfillment
  • GL Impact

15 minutes

Processing Invoices, Customer Payments and Credits

  • Discuss Customer Invoices
  • Discuss Payment Hold Process

30 minutes

Hands on - Customer Sales Order / Fulfillment / Invoices

  • Demo on Customer, Hold, Payments and Credits
  • Exercise

30 minutes

Overview on Customer Access and Customer Center

  • Customer Center View

30 minutes

Q&A

 

15  minutes