Aviation Specialties Unlimited 2. Sales Order-Non-Contract Sale of Goods (GSA)

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1 Aviation Specialties Unlimited 2. Sales Order-Non-Contract Sale of Goods (GSA)

2 Overview Key Setup Setup Customer Setup Quote Create Sales Order Acquire Inventory (Production or Purchase) Sales Order Completion 2

3 Aviation Specialties Unlimited Key Setup Items

4 Key Setup Items Customer Price Classes - allows the set up of customer categories for discount pricing purposes. Order Types Sales Order - ability to define custom work flow for process different types of orders. Sales Price Setup - to enter discount pricing plans. You can set up discount plans by customer, customer price class, inventory item, inventory item class, or a combination of these. The discount plan can be site-specific. Inventory Items (Minimum Price) - setup of a finished goods item in Dynamics SL. Customer Setup setup customer information. 4

5 Order Management Module Menu 5

6 Customer Price Classes GSA Class Most Important 6

7 Order Management Order Types Behavior Tab Default Template Project is not used for this order type. 7

8 Order Types Steps Tab - Used to customize the way orders proceed through the order cycle. 8

9 Order Types Accounts Tab - Accounts and subaccounts specified for Sales, Line Item Discount, Whole Order Discount, COGS, Freight, and Misc Charges. 9

10 Sales Price Setup GSA Pricing 10

11 Sales Price Inventory Items - Base price for non-gsa Customer 11

12 Inventory Module Menu Inventory Items 12

13 Inventory Items Cost/Price Tab - Minimum Price (GSA Floor Price) 13

14 Accounts Receivable Menu Customer Maintenance 14

15 Customer Maintenance Customer Information Tab Price Class for GSA Customer 15

16 Customer Maintenance Order Management Tab Enable Consolidate Invoice option. 16

17 Customer Maintenance Customer Information Tab Price Class for Commercial Customer. 17

18 Aviation Specialties Unlimited Sales Order Processing

19 Order Management Sales Order Line Items - GSA Customer 19

20 Sales Orders Shipping Information 20

21 Sales Orders Billing Information 21

22 Sales Orders Other Information 22

23 Sales Orders Quotation Click on the Print button to launch the Print Form to print the quotation. 23

24 Quotation Report 24

25 Sales Orders Purchase Order To create a PO linked to the sales order, click on the PO button, from the Purchase Orders for Sales Order window click in the Vendor ID field and F3 to bring up the Vendor List, and select a vendor. 25

26 Purchase Orders for Sales Orders 26

27 Purchasing Purchase Orders Line Items Tab 27

28 Purchase Orders Shipping Information 28

29 Purchase Orders Vendor Information Tab 29

30 Purchase Orders Other Information 30

31 Purchase Orders To print the PO, click on the Print button, enable the Print PO check box, and click on Begin Processing. 31

32 Purchase Order Report 32

33 Purchase Orders For Sales Order Upon Closing PO Screen the PO linked to Sales Order Is shown. 33

34 Purchasing Menu Receipt/Invoice Entry 34

35 Receipt/Invoice Entry Use to process purchase order receipts. 35

36 Order Management Shippers 36

37 Shippers Create Shipper From Order Manually create the Shipper by clicking on the Create Shipper from Order button to launch the Create Shipper from an Order window. 37

38 Create Shipper from an Order Select the Order Number and reply yes to System Message

39 Shippers Line Items Tab 39

40 Shippers Shipping Information Tab 40

41 Shippers Billing Information Billing related fields. 41

42 Shippers Other Information Tab Entry of information regarding the shipper requirements and displays the shipper status. 42

43 Shippers Misc Charges Used to add non-inventory related charges to the order. 43

44 Shippers Totals Tab 44

45 Shippers Release or Confirm Shipper Select Confirm Shipping to confirm the shipping of product to the customer. 45

46 Consolidated Invoice Report Options Tab Enable the View Selections to bring up the sales order lists for which to print invoices. 46

47 View Selections Select the Shipper ID for which to print the invoice. 47

48 Invoice Report Misc Charges are reflected in the invoice total but the detail is not displayed, need to look into the report to see why the details does not display. Keep All on the Shipper Form Post-Process. 48

49 Sales Journal Report Used to create the AR and Inventory batches. 49

50 Journal Transactions AR entry to post the invoice and revenue. Freight Credited to Expense account that might be charged with actual freight expenses as billed by carriers. 50

51 Journal Transactions IN entry to post COGS and relief of Inventory. 51