Great Plains Advanced Distribution Class details

Advanced Distribution – July 29^thEARN 7 HOURS OF CPE CREDITS!

By actively participating in this class, you should learn:

• Define the term ‘Fulfillment Order’
• Explain the six potential stages of Sales Workflow
• Give an example of how you may set up each of the 6 Stages
• Explain how the Sales Workflow process integrates with the standard Great Plains solution
• Define Document ID’s for Fulfillment Orders
• Define process holds for sales workflow documents
• Understand how process holds effect the Sales Workflow process
• Enter, and complete all 6 status steps for a Fulfillment Order
• Reverse transactions to a previous workflow status
• Transfer multiple orders to invoices
• Automatically allocate stock to sales order line items
• Setup your system to Bulk Pick, Individually Pick or use both picking processes
• Track and calculate current and future inventory balances using the Available to Promise window

Who Should Attend?

CPAs (firms), Controllers, Accounting Managers and Warehouse Distribution Managers

Those who currently use the distribution series and are interested in learning more about Advanced Distribution to see if it is right for their company.

It is also recommended for those who want to learn basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Great Plains Business Advanced Distribution Modules that they currently have in house.

Prerequisites

Microsoft Business Solutions Great Plains 8.0-Inventory Control

Microsoft Business Solutions Great Plains 8.0-Purchase Order Processing
Microsoft Business Solutions Great Plains 8.0-Sales Order Processing

Agenda

Day 1 (9:00am-4:00pm)

Setup Procedures

Daily Procedures

Maintaining Records

Smartlist for SOP

Case Study

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