Getting the Big Picture (Overview of “Order to Invoice”)

Understanding the Building Blocks – Part I

• Customer Master Data

• Material Master Data

Understanding the Building Blocks – Part II

• Using Advanced Sales Master Data

• Creating Material Determination

• Creating Listing and Exclusion Records

Learning the Nuts and Bolts – Sales Order
Details I

• Understanding Sales Order Types

• Understanding Item Categories

• Understanding Schedule Lines and Categories

Supporting Your Customers – Sales Order
Details II

• Requesting Delivery Dates

• Promising Inventory

• Using Customer Texts

Processing the Sales Order

• Getting Order Confirmation

• Understanding Incomplete Documents

• Understanding Sales Order Blocks

• Understanding Sales Order Defaults

Using Advanced Order to Cash Processes

• Creating Delivery Documents

• Creating Outbound Deliveries with Order References

• Using Batch Delivery Processing

• Understanding Warehouse Management Processes

• Issuing Billing Documents

• Processing Billing Documents in Batch

• Releasing Billing Documents to Accounting

• Using Batch to Release Billing Documents to Accounting

Using Advanced “Order to Cash” Processes

• Overriding the Physical Address in a Sales Order

• Blocking and Inactivating a Customer

• Restricting Items for Sale

• Creating Sales Orders with Reference to Existing Sales Orders

• Understanding Bills of Material

• Processing and Releasing Blocked or Incomplete Sales Orders

Working With Special Order Types

• Making Inquiries into Sales Orders

• Working with Quote Orders

• Working with Contract Orders

• Understanding “Free of Charge” Subsequent Deliveries

• Creating Rush Orders

• Making Cash Sales

• Placing Consignment Orders

• Placing Third-party Orders

• Processing Returns

• Processing Inter-company Sales

Understanding Mastery Level Topics - I

• Utilizing the Factory Calendar in Sales Order Processing

• Calculating Freight Charges

• Understanding Advanced Payment Terms

• Sales Order Processing and Cost Accounting

• Working with Customer Material Information

• Using SD Lists and Reporting Tools

• Performing Mass Maintenance

• Understanding Credit Checking Levels and Order Holds

• Rejecting Sales Orders

Understanding Mastery Level Topics – II

• Using Configuration to Enhance Your Sales Order Information

• Configuring Sales Orders: Know When to Say “When”

• Working with Interfaces to POS Systems

• Integrating Credit and Payment Cards

• Interfacing with Other Modules (MRP, AR)

• Tracking Errors and Debugging

• Understanding Advanced Customization (VOFM, User Exits)

• Using Advanced Reporting Techniques (Logistic Info Systems)

Reviewing the Sales to Cash Workflow