• Course Overview
  • Objectives
  • Prerequisites
  • Course Outline

This course will give you the ability to know how use order fulfillment process, from order entry, through to shipping confirmation and generation of sales invoices through the Auto Invoice process.

You will have the full view of the order management whole process and you will be able to implement the module or to be expert in using the order management application.

Upon Completion of this Course, you will accomplish following:

Participants are required to meet the following prerequisites:

40 Hours

Orders, Returns

  • Order Organizer
  • Sales Orders
  • Quick Sales Orders
  • Quick Order Organizer
  • Purchase Release
  • Requisition Import
  • Schedule Order


  • Quote
  • Quick Quote

Sales Agreements

  • Sales Agreements
  • Sales Agreement Organizer


  • Transactions
  • Quick Ship
  • Exceptions
  • Reports and Documents
  • Change Organization
  • Auto-Pack Deliveries SRS
  • Ship Confirm Deliveries SRS
  • Process Deliveries SRS
  • Purge SRS

Release Sales Orders

  • Release Sales Orders
  • Release Sales Orders SRS


  • Standard
  • Quick
  • Summary
  • Merge


  • Modifiers
  • Pricing Agreements
  • Price Lists
  • Pricing Formulas


  • Order Management parameters
  • Transaction types
  • Sales person
  • Shipping method
  • Other OM Setup


Standard reports like

  • Order Import Processing Results Report
  • Order Invoice Detail Report
  • Sales Order Acknowledgement
  • Open Return Detail Report
  • Open Returns Report
  • Backlog Summary Report

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