Infor Distribution SXe Content for. Enterprise General Topics

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Transcription:

Infor Distribution SXe 11.0 Enterprise General Topics Setups 1. Customer Inquiry 2. Product Availability Inquiry 3. Product Inquiry 4. Sales Order Search - Customer Does Not Know Order Info 5. Sales Order Search - Customer Knows Order Info 6. Saving Sales Order Search Criteria 7. Vendor Inquiry 1. Customer Setup 2. Product Setup 3. Vendor Setup 4. Warehouse Product Setup 5. Setting up a Customer Ship To Location 6. Setting Up a Vendor Ship-From 7. Setting Up a Warehouse Record 8. Set Options in the Warehouse Record 9. Create an Inventory Item 10. Create an Inventory Item in a Single Warehouse 11. Copy the Inventory Item to Multiple Warehouses 12. Adding a Catalog Record 13. Changing and Deleting a Catalog Record 14. Set Up Non-Product Specific Unit Conversions 15. Set Up a Product-Specific Unit Conversion 16. Setting Up Product Pricing Records 17. Copying Pricing Records 18. Changing Prices & Costs on an Item 19. Adjusting Product Balances (not in ICSW) 20. Moving an Item From Non-Stock to Inventory 21. Setting Up Serial & Lot Products 22. Tracking Serial Products 23. Tracking Lot Products

Kit Production 1. Setting Up Prebuilt or Build-On-Demand Kits 2. Replenishing Prebuilt Kits 3. Printing Work Orders 4. Canceling Work Orders GUI - The Big Picture Accounting 1. Printing Pick Tickets using OEEPP 2. Processing OE Invoices 3. Applying a Payment to a Regular Invoice 4. Entering a Purchase Order 5. Receiving a Purchase Order Accounts Receivable 1. Applying a payment to C.O.D. invoices 2. Applying a split check payment across Customers 3. Applying miscellaneous cash receipts to a GL acct 4. Applying a single payment against multiple AR invoices 5. Writing off an AR underpayment 6. Writing off sales taxes while paying an invoice 7. Handling Cust Acct and Balance Inquiries 8. Entering a miscellaneous credit for a customer 9. Enter Credit Memo for a Customer 10. Enter Debit Memo for a Customer 11. Enter AR Invoice 12. Enter OE Tax Correction 13. Applying credits to customer invoices 14. Adjusting Sales Taxes on a Correction 15. Changing the Hold Status of an Order using Credit Release 16. How to Set Up Customers 17. How to Apply a Single Payment from a Customer 18. How to Modify a Scheduled Payment 19. How to Transfer Credits Across Customer Accounts 20. How to Adjust Sales Tax on an Invoice 21. How to Write Off Overpayment 22. How to Roll Customer Balances 23. How to Print Customer Statements 24. Releasing an Order from Hold 25. Printing a Released Order

Infor Distribution SXe 26. Changing the Hold Status of an Order and Add Comments 27. Inquiring on a Customer Account 28. Entering a Price Correction Order 29. Processing a Reversal for a Customer 11.0 Accounts Payable 1. Entering a Trade Invoice 2. Entering a Trade Invoice - PO Short 3. Entering a Trade Invoice - Invoice Short 4. Paying Vendor Invoices Immediately 5. How to Process a Vendor Reversal 6. Running Invoice Processing 7. Entering an Expense Invoice 8. Entering a Trade Invoice Where PO Matches 9. How to Enter a Trade Invoice Where PO Does Not Match 10. Entering a Miscellaneous Credit for a Vendor 11. Entering a Credit Memo for a Vendor 12. Entering a Debit Memo for a Vendor 13. Running Cash Requirements Report 14. Selecting Invoices for Payment 15. Setting Up Federal Tax 1099 Information 16. Setting Up Vendor Purchase History Table 17. Printing Checks 18. Changing a Vendor Invoice Due Date, Disc Date, or Discount Per Cent 19. Setting Up a Split Payment from a Vendor 20. How to Change a Split Payment from a Vendor 21. How to Inquire on Vendor Information 22. Enter an Immediate Pay Vendor Invoice and Process 23. Enter a Manual Payment for a Vendor 24. Perform a Reversal of a Vendor Invoice or a Miscellaneous Controller 1. Setup GL Account 2. Enter GL Transactions 3. Recurring Journal Entry 4. Printing GL Trial Balance Reports 5. Entering a Trade Invoice with Addons 6. How to Enter a Manual General Ledger Transaction 7. How to Inquire on a General Ledger Transaction 8. How to Create a Recurrent Journal Entry 9. How to Inquire on a Journal 10. How to Create Financial Statements

11. How to Print Financial Statements Sales 1. Entering a Quote Order 2. How to Create a Quick Quote 3. How to Create a Stock Order 4. Entering a Counter Sale 5. Entering a Direct Order 6. Creating a Drop Ship Order 7. Creating a Sales Order Line Comment - Method 1 8. Creating a Line Comment - Method 2 9. Copying a Sales Order 10. Converting a Quote Order into a Regular Stock Order 11. Copy a Quote to a Pricing/Discounting Record 12. Adding an Addon to a Sales Order 13. Enter a Drop Ship Line Item 14. Entering a Non-Stock Product 15. Entering a Non Stock Item on an Order 16. How to Enter a Special Line Item on an Order 17. How to Enter an Order as Needed Item on an Order 18. How to Enter Line Item Discounts 19. How to Enter Whole Order Discount 20. How to Adjust Sales Tax on an Order 21. Release Tag and Hold Disposition on a Sales Order 22. Change Ship Via and Promise Date on a Sales Order 23. Automatically tying an order to a source document in OE 24. Source a Line Item to a Purchase Order 25. Sourcing a Line to a Warehouse Transfer 26. Entering a Price Correction 27. Entering a Return using a Sales Order 28. Faxing documents to customers 29. Printing a Sales Order 30. Printing Pick Tickets using OEEPP 31. How to Suspend an Order 32. Sending a Line Item to Lost Business from a Sales Order 33. Canceling/Deleting a Line Item from an Order 34. Canceling a Sales Order 35. Canceling/Deleting an Order

Infor Distribution SXe 11.0 36. Changing/Maintaining Existing Orders 37. Maintaining an Existing Sales Order Branch Operations 1. Ship a Customer Order - Quick Ship 2. Change Order Disposition 3. Adding Freight to a Purchase Order 4. Print a Pick Ticket 5. Inquire on Existing Purchase Orders for a Vendor 6. Run a Pre-Receiving Purchase Order Report 7. Correcting a PO Over Receipt 8. Correcting a PO Under Receipt 9. Enter a Manual Warehouse Transfer 10. Change a Warehousee Transfer (Qty Ordered) 11. Shipping the Warehouse Transfer 12. Receiving a Warehouse Transfer 13. Correcting Warehouse Receiving Exceptions 14. Print Cycle Count Sheets 15. Enter Cycle Counts Purchasing Buyers Control Center 1. Use Buyers Control Center to Find Your RRAR 2. Run PO RRAR 3. Accept Lines on the PO RRAR 4. Add Line Items from a Shopping List to the RRAR 5. Merge an RRAR 6. Consolidating PO RRARs 7. Change the Vendor and Product Line on a PO RRAR Purchase Orders 1. Create a Manual Purchase Order 2. Determine Extra Stock You Need to Purchase 3. Add a Product to a Purchase Order 4. Cancel a Purchase Order 5. Copy a Purchase Order 6. Add Notes/Comments to a Purchase Order

7. Modify a Purchase Order 8. Enter a Return Merchandise PO 9. Tying a Sales Order to a Purchase Order Inquiry/Print 1. Inquire on a Purchase Order 2. Inquire on Existing Purchase Orders for a Vendor 3. Inquire on Item Usage 4. Print the PO and/or Fax to Vendor 5. Run a Purchase Order Register Report Product Maintenance 1. Add a New Item Record (ICSP, ICSW) 2. Add a New Product Line (ICSL) 3. Copy a Product Line to Another Warehouse_BRAND_NEW 4. Copy a Product to Another Warehouse (ICSW) 5. Refreshing RRAR Reports 6. Setting Up a Vendor Ship-From Record (APSS) Warehouse Transfers Pricing 1. Run the WT RRAR 2. Add Lines to the WT RRAR 3. Change/Delete a Warehouse Transfer 4. Enter a Manual Warehouse Transfer 1. Setting up Customer/Product Pricing Record 2. Setting up Customer Type Pricing Record 3. Setting up Customer/Product Category Pricing Records 4. Setting up Customer/Product Line Record 5. Setting up Customer Type/Product Pricing Record 6. Setting up Customer Type/Product Type Pricing Record

Infor Distribution SXe 11.0 System Administrator 1. Creating a Stored Report 2. Setup Tax Master Record 3. Adding or Modifying Report Schedules 4. Assigning a User to a Profile 5. Setting up Print Queues 6. Add New Operator