Distribution Training Guide. D110 Sales Order Management: Basic

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Certification Course Prerequisites

The combined D110 Sales Order Management certification course consists of a hands-‐on guide that will walk you through the features of Acumatica’s Sales Order Management module. The guide is intended for a one-‐day on-‐site training session.

While many have completed this course online, you might encounter some challenges that

you would otherwise not face when done in our classroom setting.

You will perform the exercises in your installed copy of Acumatica, using the “Demo” data provided with the Acumatica installation package version 4.20.

Before beginning the course, complete the following two tasks: Activate all the features of the

application using the Common Settings, and change the segmented key setting to the INSUBITEM key.

1. Open the Enable/Disable Features form (screen ID CS100000): Configuration > Common

Settings > Licensing > Enable/Disable Features

2. Click the Modify button on the toolbar.

3. Confirm that the features are enabled/disabled as follows: (When you come to a field not specified in the table below, either populate it as you see fit or leave it as is.)

Field Value

Organization {checked} Customer Management {checked} Project Management {checked} Time Reporting on Activity {checked}

Finance {checked}

Multi-‐Branch Support {checked}

Inter-‐Branch Transactions {checked} Multi-‐Currency Accounting {checked} Deferred Revenue Management {checked} Subaccounts {checked} Fixed Assets Management {checked} VAT Reporting {checked} Invoice Rounding {unchecked}

Support for Expense Reclassification {unchecked}

Contract Management {checked}

Tax Entry from GL Module {unchecked}

Consolidated Posting to GL {checked}

Volume Pricing {unchecked} Distribution {checked}

Inventory Subitems {checked}

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Warehouse Locations {checked}

Blanket Purchase Orders {checked}

Drop Shipments {checked}

Multiple Unit of Measure {checked}

Misc {checked}

Row-‐Level Security {checked}

Field-‐Level Audit {checked}

Avalara Tax Integration {checked}

Address Validation {checked}

Notification Module {unchecked}

4. Save your changes.

5. Click the Enable button on the toolbar.

6. Open the Segmented Keys form (screen ID CS202000): Configuration > Common Settings >

Segmented Keys > Segmented Keys

7. Enter “INSUBITEM” in the Segmented Key ID field. 8. Make sure the Include in Cost check box is selected.

9. Since branch accounting is enabled, verify that you are working in the MAIN branch and that it is configured correctly:

a. Verify that you are connected to the MAIN branch. The information is located at the top of the screen:

b. It is important that you work in the MAIN branch throughout this certification class. 10. In the General Ledger module, confirm that all the period of the current fiscal year are actives:

Finance > General Ledger > Work Area > Manage > Financial Periods

Important Note:

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Sales Order Objectives

The goals of Acumatica’s Sales Order Entry course are as follows:

• To give you a basic understanding of Acumatica’s Sales Order Management (SO) module, as well as its unique features and benefits;

• To explain how the SO module is integrated with—and operates in tandem with—Acumatica’s other modules;

• To detail the life cycle and flow of SO module transactions; • To teach you how to set up and configure the SO module; and • To review how to confirm the shipment of goods and print invoices.

Introduction

This course begins with an overview of how Acumatica’s Sales Order Management module works in tandem with the Inventory Management (IN) and Purchasing Management (PO) modules, as well as the entire Financial Suite.

Next up is a rundown of SO module processes, including descriptions of how to enter a sales order, ship a product, and print an invoice. Additional module features and further details about order processing are discussed in subsequent courses, such as D210 Advanced Sales Order Entry and D250 Advanced Sales Order Fulfillment.

The SO module streamlines the order entry process and accommodates a wide variety of predefined order types, including sales orders, invoices, credit memos, and quotes. Order types define the behavior of—and normal workflow for—documents entered in the SO module, thus making them central to the workflow orientation of the module. Specifically, the order type determines:

• How an SO module order updates the Accounts Receivable (AR) and Inventory Management (IN) modules;

• The processing steps to be performed during the life of a sales order, not all of which are appropriate for every order type (for example, there are no picking, packing, or inspection steps associated with credit memos);

• The General Ledger account and subaccount numbers to be used; • The numbering sequence for orders and invoices.

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Acumatica’s Sales Order Management module uses data defined in maintenance windows to automate the entry of sales orders, which allows for significant flexibility in setting up the module. As a result, you can customize transactions according to your company’s sales process.

Sales order processing can be complex, but for the purpose of this overview, the simplest case is displayed below:

Sales Order

Shipments

Invoice

The Sales Order is created in the Sales Order screen

When time to ship the items to the customer, the Sales Order automatically

generates a shipment transaction

Once the shipment transaction has been processed. An invoice transaction is

generated to print and/or release.

Figure 1.1 Basic Sales Order Transaction Process Flow

The SO module provides predefined order types—such as Quote (QT), Sales Order (SO), Credit Memo (CM), Invoice (IN), and Return for Credit (RC)—for common order-‐processing operations. Each predefined order type has an associated template, which is a collection of settings that control the processing of documents of the type. Among many things, these settings determine which AR and IN module documents the order type generates; whether it requires shipment; and how the automation behavior determines conditions for changing statuses.

It is possible to configure a custom order type by modifying a preexisting order type template, and in exceptional cases the Acumatica ERP development team can create a new custom template for your company, which can then be used to create custom order types. Each custom order type, whether based on a predefined or custom template, will appear for selection on the Sales Orders form (screen ID SO301000), enabling users to create and process new orders of a custom type—in accordance with the automation behavior configured for the template.

Acumatica’s SO module provides a solid foundation for the consistent and efficient management of your company’s sales orders, while minimizing the cost per transaction.

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Sales Order Process Overview

The order management process begins with a customer order. In a typical distribution organization, the customer order may be taken over the phone. During the order process, customers may have questions about the item being ordered, when the item can be delivered, or if there is a discounted price that is available. In some situations, customer service representatives are given the latitude to make price breaks during the time of order entry. After the order is recorded, the sales order is saved and in some cases sent to the customer.

Once the order is recorded, the credit history of the customer must be checked to verify that the customer has not exceeded any credit limits. After the customer passes the credit check, the order is ready to be shipped.

When the shipping day arrives for the customer order, the goods are removed from the warehouse inventory and packed in a box, container, or rail car to send to the customer. Along with the goods, a packing slip is included that not only ensures accuracy of packing, but also provides easy reference to the original order.

Once packing is complete, the goods are issued from the warehouse. With the order en route to the customer’s shipping address, the sales department invoices the customer.

Acumatica’s Sales Order Entry Process

Acumatica’s Sales Orders screen supplies customer service representatives with all the necessary information to enter a customer order.

The first step to order entry is finding the correct item in the system, which you can do via the Inventory Lookup screen, accessed from within the Sales Orders screen. The second step in the order process is to make sure the item is available in the warehouse: The Inventory Summary screen, also accessed from within the Sales Orders screen, displays exact inventory levels at all warehouses.

After you enter the sales order, the system performs a credit check to confirm that the order does not exceed any credit limitations for the customer. If the order passes the credit check, the order is ready for the shipping process.

Once shipping day arrives, the sales order generates a shipment transaction. The system sends a pick list to the warehouse to indicate the items that need to be issued, and the warehouse prints out a packing slip to enclose with the goods. After the warehouse issues the goods, you can execute the “Confirm Shipment” action (using the Shipments screen) to indicate that the goods have been sent to the customer.

To invoice the customer, you enter the information in the Invoices screen and email the invoice.

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By using the Sales Orders module, your company can easily configure and adjust sales order processing to fit its sales workflows. Along with typical predefined order types and the ability to create custom types, the SO module provides instant access to accurate inventory allocation information, as well as flexible pricing and discounting policies. With Acumatica ERP, your company can fulfill orders accurately, consistently, and easily.

The primary features of the SO module are described briefly below.

CRM Integration

With Acumatica ERP, salespeople can convert customer relationship management (CRM) opportunities to sales orders without re-‐entering pricing and discount information. Customer service personnel can easily locate customer orders to verify their delivery statuses. Order fulfillment personnel can associate tasks and activity history with each order.

Configurable Order Types

Acumatica ERP includes a set of predefined order types for common distribution operations; you can also define custom order types to meet specific order-‐processing requirements. For each order type, you can specify inventory allocation rules, a workflow scenario, and the type of document to be generated in the AR and IN modules.

Credit Limit Verification

Before releasing a sales order, the system performs a credit check for the customer. Orders placed on credit hold can be released automatically if customer payments were entered or order amounts were decreased. Authorized users can override the credit hold status and force order fulfillment.

Consolidated and Partial Shipments

You can specify a different delivery date for each line item on a sales order. Using the warehouse availability information and cost data, the system can split a sales order into multiple shipments from different warehouses. Also, the system tracks the remaining balances of orders and manages back orders.

Customer Return Support

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Price Lists

With Acumatica ERP, you can maintain multiple lists of sales prices in foreign currencies and the base currency and update them as often as needed. Price lists can be based on various price bases, and they can be created for customer price classes and for specific currencies.

Flexible Discounts and Promotions

With Acumatica ERP, you can manage complex pricing and discount policies. You can set up quantity and volume discounts, to be calculated as either a percentage or a fixed amount off the list price, and you can specify free items that apply to particular quantities purchased. Also, you can create flat-‐price discounts for all or selected customers that depend on the quantity of items being purchased and on the currency used for purchasing. In cases where multiple discounts apply, you can specify the rules for the automatic application of discounts.

Integration With Carriers

For local carriers, the system can estimate shipping costs using the carriers’ predefined rates. Through Acumatica’s integration with national or international carriers, you can view real-‐time shipping rates for a sales order and choose the lowest freight cost for a customer by comparing carrier rates on the fly. When it comes to packaging, the system automatically chooses a minimal set of boxes for each sales order. Customers can track their own orders and check the delivery status of each box by using tracking numbers provided through integration. Shipping terms configured in the system allow for the seamless addition of insurance, handling fees for labor, and packaging fees.

Integrated Workflow

Acumatica ERP provides an integrated workflow so you can automate order processing and eliminate unnecessary steps. You can add tasks and activities for employees handling the orders, and set up notifications to be triggered automatically during order processing.

Integration With Purchasing

With Acumatica ERP, you can link sales orders to purchase orders, so that goods received from vendors can be allocated to sales orders. Sales orders can automatically generate purchase orders, or they can be linked to purchase orders manually. Sales orders that are linked to purchase orders have a status of “Back Order” until the purchase order is received. The SO module also supports drop-‐shipment purchase order functionality.

Integration With Inventory

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or is allocated through multiple warehouse locations or warehouses. You can configure the inventory allocation rules for each step of the sales process for custom order types.

Other Features and Options

The SO module lets you do the following:

• View total weight, volume, and units (on sales orders and invoices) • Combine multiple orders onto one invoice

• Combine items from multiple orders into one shipment • Access item availability information during order entry • Create a new item while entering an order

• Check inventory and automatically create a back order for out-‐of-‐stock items on shipment

creation

• Disallow invoices to credit-‐hold customers

• Assign the appropriate salespeople to each order and calculate their commissions

• Assign the appropriate price for each item using price conversion from the base unit to the sales

unit

• Take advantage of integrated back order processing • Use alternate inventory IDs for stock items

• Track lot or serial numbers for valuable items on orders

• Track returns and replacements using reason codes assigned to credit memos

• Print carrier labels for each package of a shipment, if integration with one or more carriers

(FedEx, UPS, USPS) is configured

• Print carrier labels for return merchandise authorization (RMA) orders

Review Other Distribution Modules

Purchasing Management

The Purchasing Management (PO) module incorporates the functionality required for managing purchase-‐related activities, such as placing purchase orders, receiving purchases, and entering additional costs associated with purchasing operations.

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Inventory Management

The Inventory Management (IN) module incorporates the functionality required for managing inventory-‐ related operations, such as receiving inventory at warehouses, moving inventory among warehouses, and issuing inventory from warehouses. It also tracks various warehouse-‐related operations, such as in-‐ warehouse transfers, physical counts, and adjustments; calculates the cost of warehouse inventory according to the preferred valuation method; and posts all cost-‐related transactions to the General Ledger. This ensures that the right quantities of stock are available at all times, so you can avoid stock-‐ outs and overstocks.

The IN module is integrated with the Financial Suite modules, as well as the SO and PO modules.

Purchase Requisitions

The Purchase Requisitions module incorporates the functionality required to request goods and services, approve requests, and prevent cost overruns. The Purchase Requisitions module provides configurable request documents, budget compliance verification, and request classes that streamline the request process. Also, the module facilitates an efficient bidding process.

By using the Purchase Requisitions module, you can configure the system to support special variations of the request process, making the process easier for both requesters and approvers.

The Purchase Requisitions module integrates with the PO and SO modules.

Prerequisites to Sales Order Module Setup

Learning Objects

Learn the prerequisite steps necessary to successfully implement Acumatica’s SO module.

The Accounts Receivable (AR) and Inventory Management (IN) modules must be configured before you implement the SO module. Although the Accounts Payable (AP), Purchasing Management (PO), and Customer Management (CRM) modules are not prerequisites for SO module configuration, you will most likely also need to configure one or more of them.

Sales Order Module Overview

Learning Objects

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The SO module supports and automates an organization’s sales and delivery processes. In Acumatica ERP, sales workflows are represented by order types, which describe what should be done during an order’s lifetime, including integration with the AR and IN modules. By reviewing and modifying Acumatica ERP’s predefined order types, as well as other SO module settings, you can configure the module to fit most sales processes.

With Acumatica ERP you can also manage complex pricing and discount policies. Once you have completed basic SO module implementation, you can configure pricing and discount policies.

Preparation for Sales Order Module

Implementation

Learning Objects

Master the preparatory steps for SO module configuration.

Collect and Analyze the Information

Before implementing the SO module, you must first collect and analyze all necessary information.

Sales Order Management Module Preparation for Implementation Checklist

Execute the following steps before configuring the SO module. You do not need to complete these steps in the listed order; many can be done in parallel. Because this is the preparation phase of

implementation, do not enter any data into the system.

Action

Description

Decide which predefined order types your company will use

Review the “Sales Order Types” article to learn more about Acumatica’s predefined order types, and pinpoint the ones that best fit your business processes. Decide which order types you will and will not use, and configure the Active check box on the Order Types screen accordingly for each type. For details about the processing of each predefined order type, see Order Processing.

Review the

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each order type you will use

> General Settings tab). Take note of the following fields:

• Order Numbering Sequence: The system uses this sequence to give a

reference number to an order of the type. Numbering sequences can be unique to each order type or shared by multiple types.

If each order type uses a different numbering sequence, the order number itself conveys the type of the order.

• Days To Keep: This option indicates how many days an order of this type will

be kept in the system before it can be deleted.

• Hold Orders on Entry: If this check box is selected, all new sales orders of the

type are created with the status “On Hold.” This reduces the risk of errors, but makes order processing more manual.

• Check Credit on Entry: This option, if selected, means that the customer’s

credit status is checked on order creation. If the customer exceeds the credit limit or has overdue invoices, the order can be put on hold (depending on the customer settings). Shipping and invoicing are not possible until the order is released from credit hold.

• Require Control Total: This check box, if selected, means that the user needs

to enter a control total for each order. The order can be processed only when the system-‐calculated total is equal to the manually entered control total.

• Bill Separately: If this check box is selected, multiple orders of the type for the

same customer will be billed separately. This default setting is copied from the order type to the sales order, but it can be changed in the order. Thus, even if the order type allows combined invoices, a specific order of the type can be billed separately.

• Ship Separately: This option prevents combined shipping of multiple orders of

the specific type for the same customer. This, too, is a default setting that can be overridden for a particular order.

• Calculate Freight: This option indicates whether freight charges should be

calculated for an order automatically.

• Recalculate Discount On Partial Shipment: If this option selected, the discount

for partial shipment is recalculated based on shipped quantities. If the box is not checked, the order discount is allocated for partial shipment, proportional to shipped quantities.

• Copy Notes/Attachments To Shipment/Invoice: If these options are selected,

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Review the AR settings for each order type you will use

For each order type you will use, review the fields in the Accounts Receivable

Settings section (Order Types screen > General Settings tab), especially the Invoice

Numbering Sequence field, which is used to generate reference numbers for AR documents created on the release of orders of the order type. By using different numbering sequences for AR documents of different order types, you will be able to identify the nature of the invoice by glancing at its number. Alternatively, it is possible to use the invoice numbering configured during AR setup for all order types, which means that all of your company’s invoices, regardless of origin, would use a single numbering sequence. Review the posting settings for each order type you will use

For each order type your company will use, review the fields in the Posting

Settings section (Order Types screen > General Settings tab); see the Order Types

screen reference article for descriptions of the values you can specify. Posting settings define which GL accounts and subaccounts are updated by orders of the type:

• The sales revenue account and subaccount are credited by the gross invoice

amount, minus taxes, volume discounts, freight, and miscellaneous charges. This account should be an income account.

• The miscellaneous charges account (an income account) and subaccount are

credited by the order’s miscellaneous charges.

• The freight charges account and subaccount are credited by the order’s freight

amount that you bill to the customer. This account should be an income account.

• The discount account and subaccount are debited by volume discounts applied

to the whole order. Line discounts are deducted directly from order line amounts, which are posted to the revenue account. The discount account can be an expense or income account; in the latter case, it would normally belong to the same group of accounts as sales revenue.

The posting settings for the order type refer to the record from which the account should be sourced. The available options vary by account type, but can include the following: customer location, inventory item, non-‐stock item, warehouse, posting class, reason code, carrier, and order type. Similarly, the order type indicates the source for each segment of the subaccounts: the customer location, the inventory item, the warehouse, the posting class, the carrier, the reason code, the

salesperson, or the employee.

When deciding on different sources for accounts and subaccounts, you should also review the GL accounts and subaccounts of the chosen master records, such as customer locations, inventory items, and warehouses.

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Plan shipment settings

Determine the settings that control the processing of shipments, regardless of the order or orders for which they are created. These settings—located in the Sales Orders Preferences screen—include the following:

• Shipment Numbering Sequence: This numbering sequence is used to assign

each shipment a unique number.

• Free Item Shipping: Freight charges are represented in a sales order as a single

figure. If an order has multiple partial shipments, freight can be allocated to shipments (and consequently to invoices) in one of two ways, based on this setting: Either the last shipment gets the full freight amount, or each shipment gets part of the total freight (proportionate to the billing amount of the shipped goods).

• Hold Shipments on Entry: This option indicates whether new shipments should

be put on hold to prevent accidental confirmation.

• Validate Shipment Total on Confirmation: If this option is selected, the system

requires independent input of the total shipment quantity and verifies it against shipment details.

• Add Zero Lines for Items Not in Stock: This option indicates whether sales

order items should be added to the shipment even if they have no available quantity.

Plan global

settings Decide upon the global settings specific to the SO module, which you will later configure using the Sales Orders Preferences form (screen ID SO101000). These settings include the following:

• Default Sales Order Type: The most frequently used order type

• Default Transfer Order Type: The type of transfer order that will appear as the

default transfer order type on the Sales Orders form

• Shipment Numbering Sequence: The numbering sequence to be used to assign

IDs to shipments when a new shipment is created using the Shipments form (screen ID SO302000)

• Advanced Availability Validation: If this check box is selected, a shipment

document cannot be saved if the updated available quantity of any item listed on the document will result in a negative value.

Price Validation Settings Section

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• “No Validation”: No markup percentage validation is performed for

new pending prices.

• “Warning”: When you enter a pending price that doesn’t meet the

minimum markup percentage, a warning will be displayed.

• “Set to Minimum”: When you enter a pending price that is lower than

the minimum markup percentage, the price will automatically be set to a value that ensures the minimum gross profit.

• Base Price Update Unit: The option that defines how base prices in the IN

module are updated when the sales prices are changed in the SO module. Choose one of the following options:

• “Base Unit”: Base price updates in the IN module will be performed using the sales prices specified in the base currency for the base customer class with respect to base units of items.

• “Sales Unit”: Base price updates in the IN module will be performed using the sales prices specified in the base currency for the base customer class with respect to sales units of items. For details, see

Base Price Maintenance.

Shipment Settings Section

• Free Item Shipping: The way the free items will be distributed among partial shipments of all the goods specified in the sales order. Select one of the following options:

• “Proportionally”: The free items will be distributed among shipments,

proportional to the shipment amounts.

If the total quantity of free items on all partial shipments for the order is less than the quantity initially calculated for the applicable group discount, you can add the missing quantity of the free item manually to any of the partial shipments. (This will happen if the system rounds the free item quantity down on each partial shipment.)

• “On Last Shipment”: The free items will be added to the last shipment

of the sales order.

• Hold Shipments on Entry: If this check box is selected, newly created

shipments will have the “On Hold” status by default.

• Validate Shipment Total on Confirmation: If this check box is selected,

shipment totals will be validated on confirmation.

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and shipments will be generated with lines for items currently not in stock. Selecting this option can be helpful if you don’t want to rely solely on

availability data. For example, sometimes when the system shows an item as not in stock, quantities required for a shipment may be available.

• Automatically Release IN Documents: If this check box is selected, the sales

order documents will be released in the IN module on release in the SO module. If the check box is not selected, the sales order documents will need to be manually released in the IN module.

• Hold Invoices on Failed Credit Check: A customer credit check is performed

when each sales order is created. If it fails, the order will be put on hold and no shipment will be possible until it is released from credit hold. If the time between the placement of the order and actual order shipping is long, the customer’s credit situation may change. If this is a concern in your business, select this check box; invoices created for a confirmed shipment will

automatically be put on hold if the credit check fails.

• Automatically Refresh Freight Cost on Document Save: This setting defines

whether freight charges are automatically refreshed every time an order is saved.

• Use Shipment Date for Invoice Date: Select this check box if you want the

shipment dates appear on invoices as invoice dates.

Review relevant delivery settings for customers

Review the delivery settings for each customer using the Customers form (screen ID AR303000). If a customer has multiple locations, review the settings for each location by clicking the applicable location ID in the Location Settings tab. This will open the Account Locations form (screen ID CR303010) as a pop-‐up window. You should review the following settings—customer defaults that can be changed for individual orders—in the Delivery Settings tab of the Customers screen:

• Warehouse: The preferred warehouse for sales to the customer

• Ship Via: The carrier to handle shipments to this customer location. The carrier

record serves as the source of the freight account and subaccount and can be used for automated calculation of the freight amount. If you do not indicate the freight amount in the orders explicitly, this setting has no effect except that it can be printed on sales orders and shipping documents.

• Shipping Terms: The terms governing delivery of goods. International

Commercial Terms (“Incoterms”) standards are often used. Shipping terms can be printed on sales orders and shipping documents.

• FOB Point: The port where the title of shipped goods is transferred to the

customer. Although the FOB point can be printed on sales orders and shipping documents, it does not affect order processing.

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insufficient:

o “Ship Complete”: The ordered quantity should be shipped only in full. o “Back Order Allowed”: The ordered quantity can be shipped in multiple

partial shipments.

o “Cancel Remainder”: The ordered quantity can be shipped partially,

and the quantity remaining after the first shipment will be canceled.

• Order Priority: The relative “weight” of the customer’s orders when it comes

to allocating inventory in mass order processing. Orders with higher priority are processed first and are more likely to be shipped in full.

Although you can review additional delivery settings for the customer, they have no impact on sales order processing, except that they can be printed on shipping documents.

Review customer classes

Given that customers are grouped in customer classes, review the following default delivery settings on the Customer Classes form (screen ID AR201000) for each class:

• Ship Via • Shipping Terms • Ship Complete

These settings will be copied to new customers and can be changed for individual customers as needed.

Determine whether you need to define carriers

Plan any needed carriers—companies that handle your shipments to customers. For basic configuration of the SO module, maintenance of carrier records is required only if an order type is configured to use “Carrier” as the source for the freight account or subaccount and the freight amount is entered directly in the sales order. The name of the carrier can also be printed on sales order confirmation and shipping documents. If you decide to configure carriers, compile a list with the following details for each carrier:

• Carrier ID to be used • Carrier name or description

• Freight sales account (a revenue account) and subaccount to post freight

collected from customers; order types can refer to these settings as the source for the freight account and subaccount.

• Freight expense account and subaccount to post the carrier’s freight charges;

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Define any needed shipping terms

Plan any shipping terms to be defined. If you decide to use shipping terms in the basic configuration of the SO module, list the terms you wish to use and provide the following for each set of terms:

• Term ID (for example, the Incoterms code) • Shipping term description

Plan needed FOB points

Decide whether your site will define FOB points in Acumatica ERP. FOB points can be printed on sales order confirmations and shipping documents, but they have no effect on order processing. If you decide to use FOB points, compile a list and provide the following information for each point:

• FOB Point ID (for example, a short name of the port) • FOB point description

Sales Order Module Configuration Checklist

#

Task / Form

Data Configured

1 Create GL accounts

Finance > General Ledger > Configuration > Manage > Chart Of Accounts (screen ID GL202500)

Create any new GL accounts, per your review of the order types.

2 Create subaccount segment values

Configuration > Common Settings > Segmented Keys > Segment Values (screen ID CS203000)

Review and create any necessary subaccount segment values, per your review of the order types.

3

Create GL subaccounts

Finance > General Ledger >

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Configuration > Manage > Subaccounts (screen ID GL203000) 4 Define auto-‐numbering sequences Configuration > Common Settings > Common Settings > Numbering Sequences (screen ID CS201010)

Create auto-‐numbering sequences for the following:

• Order types • AR documents • Shipments

5 Review branch settings

Organization >

Organization Structure > Configure > Branches (screen ID CS102000)

If you are using “Company Branch” as a source for accounts or subaccounts, review all of your company’s branches.

6 Review salesperson account settings Finance > Accounts Receivable > Configuration > Manage > Salespersons (screen ID AR205000)

If you are using “Salesperson” as the source for subaccounts, review the salesperson records.

7

Review stock item master records

Distribution > Inventory > Work Area > Manage > Stock Items (screen ID IN202500)

If you are using “Stock Item” as the source for accounts or subaccounts, review the account settings of stock items.

8

Review non-‐stock item master records

Distribution > Inventory > Work Area > Manage >

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Non-‐Stock Items (screen ID IN202000)

9 Review posting class master records

Distribution > Inventory > Configuration > Setup > Posting Classes (screen ID IN206000)

If you are using “Posting Class” as a source for accounts or subaccounts, review your posting classes.

10 Review warehouse account settings

Distribution > Inventory > Configuration > Manage > Warehouses (screen ID IN204000)

If you are using “Warehouse” as a source for accounts or subaccounts, review the warehouse settings.

11

Review employee master records

Organization >

Organization Structure > Manage > Employees (screen ID EP203000)

If you are using “Employee” as a source for subaccounts, review employee settings.

12

Create/review carriers

Distribution > Sales Orders > Configuration > Setup > Carriers (screen ID CS207700)

If you are using “Ship Via” as a source for accounts or subaccounts, create carrier master records.

13 Create shipping terms

Distribution > Sales Orders > Configuration > Setup > Shipping Terms (screen ID CS208000)

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14 Create FOB points

Distribution > Sales Orders > Configuration > Setup > FOB Points (screen ID CS208500)

Create the necessary FOB points.

15 Review customer master records

Finance > Accounts Receivable > Work Area > Manage > Customers (screen ID AR303000)

Review (and change, if necessary) the following delivery settings of each location of each customer: Ship Via, Shipping Terms, FOB

Point, Ship Complete, Order Priority, and Warehouse. Also, if you

are using “Customer Location” as a source for accounts or subaccounts, review the GL account settings for each customer location.

16 Review customer classes

Finance > Accounts

Receivable > Configuration > Setup > Customer Classes (screen ID AR201000)

Review (and change, if necessary) the following delivery settings of each customer class: Ship Via, Shipping Terms, and Ship

Complete.

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Modify order types

Distribution > Sales Orders > Configuration > Setup > Order Types (screen ID SO201000)

Configure the predefined order types to suit your company’s sales processes. Select the desired order type to review it, and make any needed changes to its settings:

• Active: Clear this check box if you do not plan to use the displayed order type.

• Description: Modify the description, if desired.

• Review the Order Settings section in the General Settings tab:

ο Order Numbering Sequence ο Days To Keep

ο Hold Orders on Entry (y/n) ο Check Credit on Entry (y/n) ο Require Control Total (y/n) ο Bill Separately (y/n) ο Ship Separately (y/n) ο Calculate Freight (y/n)

ο Recalculate Discount On Partial Shipment (y/n) ο Copy Notes (y/n)

Distribution Training Guide. D110 Sales Order Management: Basic

Certification Course Prerequisites

While many have completed this course online, you might encounter some challenges that

you would otherwise not face when done in our classroom setting.

Important Note:

Table of Contents

Sales Order Objectives

Introduction

Sales Order Process Overview

Acumatica’s Sales Order Entry Process

CRM Integration

Configurable Order Types

Credit Limit Verification

Consolidated and Partial Shipments

Customer Return Support

Price Lists

Flexible Discounts and Promotions

Integration With Carriers

Integrated Workflow

Integration With Purchasing

Integration With Inventory

Other Features and Options

Review Other Distribution Modules

Purchasing Management

Inventory Management

Purchase Requisitions

Prerequisites to Sales Order Module Setup

Learning Objects

Sales Order Module Overview

Learning Objects

Preparation for Sales Order Module

Implementation

Learning Objects

Collect and Analyze the Information

Sales Order Management Module Preparation for Implementation Checklist

Action

Description

Sales Order Module Configuration Checklist

#

Task / Form

Data Configured