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In these topics, you will learn the process steps for procurement for purchasing items and services. You will also learn how to effectively solve common business issues that arise during the procurement process.
Available
*Note: Version 9.0 materials are also |
Procurement Process (9.0) |
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Purchasing Items (9.0) |
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Purchasing Items (8.8) |
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Purchase Requests and Purchase Quotations (9.0) |
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Purchasing Services (9.0) |
Recorded Presentation |
Purchasing Services (8.8) |
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Issues with Goods Receipt PO’s (9.0) |
Recorded Presentation |
Issues with Goods Receipt POs (8.8) |
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Goods Return and A/P Credit Memos (9.0) |
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Sales – A/R
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In these topics, you will learn how to perform steps in the sales process from pre-sales through cash. You will learn how to set up customer records and how to streamline and automate your sales process.
Available
*Note: Version 9.0 materials are also relevant for version 9.1 |
| Overview of the Sales Process (9.0) | |
| Overview of Sales Process (8.8) | |
| Sales Order to Cash (9.0) | |
| Customers and Customer Groups (9.0) | |
| Customer Relationship Management (9.0) | |
| Automating the Sales Process (9.0) | |
| Returns and Exchanges (9.0) | |
| A/R Credit Memos (9.0) | |
| Issues in Sales (8.8) | |
| Pick and Pack Enhancements (9.1) | |
| Pick and Pack (8.8) | |
Items
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In these topics, you will see how to set up your item master data effectively, use item groups to simplify reporting and inventory management, set up units of measurement groups, and define the inventory valuation of goods.
Available
*Note: Version 9.0 materials are also relevant for version 9.1 |
| Item Master Data (9.0) | |
| Setting up items (8.8) | |
| Defining Item Groups (9.0) | |
| Units of Measure (9.0) | |
| Weights and Measures (9.1) | |
| Valuation Methods (9.0) | |
| Serial and Batches Valuation Method (9.1) | |
Inventory
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The inventory topics introduce to managing and tracking the movement of goods in and out of your warehouses. You will learn how to set up a warehouse, create goods movement documents, set up and use serial numbers and batches to track your items, and perform a physical count for your inventory.
Available
*Note: Version 9.0 materials are also relevant for version 9.1 |
| Warehouses (9.0) | |
| Warehouse Management (8.8) | Recorded Presentation with Demos |
| Goods Movements (9.0) | Recorded Presentation Demo 1: Goods Receipt and Goods Issue |
| Serial Numbers and Batches (9.0) | |
| Physical Inventory (9.0) | |
| Accounting for Inventory (8.8) | |
| Serial and Batches Valuation Method (9.1) | |
Pricing
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Available
*Note: Version 9.0 materials are also relevant for version 9.1 |
| Concepts in Pricing (9.0) | |
| Managing Pricelists (9.0) | |
| Period and Volume Discounts (9.0) | |
| Discount Groups (9.0) | |
| Special Prices for Business Partners (9.0) | |
| Pricing (8.8) | |
| Copy 'UoM Reduce By' to Other Price Lists (9.1) | |
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In these topics you will see how to manage bill of materials in your system and learn about the production process starting from the production order and ending with receiving the finished item into the inventory. |
| Production - Resources (9.1) | |
| Production Process (8.8) | Recorded Presentation with Demos |
| Bill of Materials (8.8) | Recorded Presentation with Demos |
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This course contains an overview of the MRP process and demonstrates how to run MRP for a purchased item. |
| Materials Requirements Planning (MRP) (8.8) | |
Service
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This course shows you how to automatically |
| Service Process (8.8) | Recorded Presentation with Demos |
