Order to Cash - Order Management & Fulfillment, Invoicing, Customer Payments, Customer Return , Refund /Credit Memo.
What you'll learn
Learn High Level Business Process of Order to Cash in Oracle NetSuite.
Learn how to Enable the Settings & Accounting Preferences Related to Order Management & Fulfillment, Receivables , GL Account Details in NetSuite.
Learn the Default Sales Order Types in NetSuite.
Learn how the Captured Sales Order Details are Documented and Sent for Approval in the Workflow.
Learn how the Approved Sales Orders are Picked, Packed, Shipped as Part of Order Fulfillment.
Learn how to Create Invoices for Shipped Orders.
Learn how to Initiate Customer Return, Approve the Customer Return & Accept into Warehouse.
Learn how to Initiate Customer Refund or Generate Credit Memo for Returned Items.
Learn how to Apply a Credit Memo against an Invoice or Customer Outstandings.
Learn Standard Reports, Dashboard Available in NetSuite for Order Management and Accounts Receivables.
Requirements
Recommended to Complete Volume 1 , Volume 2 , Volume 3, Volume 4.1 of SunderS Oracle Netsuite ERP Foundation E Learning before Starting with Volume 4.2.
Anyone willing to Learn Cloud ERP Business Applications.
No Computer Programming Knowledge Required.
While Cloud Knowledge is not Mandatory, it will be Added Advantage if you have Cloud Knowledge.
Description
This Course will Cover Order to Cash and Customer Returns Business Process. Section 1 Video Lecture will Cover : High Level Order to Cash Business Process Overview in NetSuite. Default Roles available in NetSuite to Perform Order to Cash Process. Enabling Order Management Settings for Order Fulfillment. Accounting Preference that need to be Enabled for Pick, Pack, Ship , Invoicing & Drop Shipment. Default Sales Order Types available in NetSuite. How to Generate Cash & Invoice Sales and GL Impact. Define Billing Schedule & Payment Terms. Section 2 Video Lecture will Cover : Standard Sales Order Reports available in NetSuite. How to Print Picking Tickets & Packing Slip. Sales Order History & Related Transactions. High Level Process Overview of Invoicing in NetSuite. How to Enable Settings for Invoice Generation. Define Billing Operations & Schedule.How to Generate Invoice for Single, Multiple Sales Orders.Customer Payments Process High level Overview.Accept Customer Payments & How to Apply against an Invoice. How to Apply Customer Deposits against an Invoice. Receivables Standard Reports , Receivables Analyst Dashboard & Analytics. Section 3 Video Lecture will Cover: Customer Returns Process Overview and Default Roles available in NetSuite. Customer Returns Initiation, Approval & Returned Item Receipt Confirmation. How to Initiate Customer Refund How to Apply Credit Memo against Open Invoices. Invoice Settlement.
Overview
Section 1: Order Management Configuration & Settings
Lecture 1 Order 2 Cash Process Overview, Relevant Roles & Order Management Settings
Lecture 2 Order Management - Accounting Preference
Lecture 3 Sales Order , Sales Order Type , Standard Sales Order
Lecture 4 How to Define Billing Schedule & Payment Terms
Lecture 5 Sales Order Approval & Order Fulfillment .
Section 2: Sales Order Reports, Invoice Generation, Applying Customer Payments & Dashboard
Lecture 6 SO Reports, Print Pick Tickets, Packing Slip & View SO Status & History.
Lecture 7 Invoicing Customers Settings , Defining Billing Operations & Schedule.
Lecture 8 Invoicing Single Sales Order , Multiple Sales Orders
Lecture 9 Customer Payments -How to Apply to Invoices and Receivables Analyst Dashboard.
Section 3: Customer Returns & Refund Initiation /Credit Memo
Lecture 10 Customer Returns , Return to Credit Process Overview and Relevant Roles.
Lecture 11 How to Initiate Customer Returns, Return Approval & Confirm Receipt in Warehouse
Lecture 12 Customer Refund , Credit Memo Generation & Applying to Invoice and Settlement.
Implementation, Pre Sales /Solution Consultants who are Familiar with Other ERP Applications & Looking to Multi Skill , Up Skill with Cloud ERP.,Practicing Chartered Accountants/Auditors Evaluating Cloud ERP Products for their Clients.,Management Consultants Evaluating Cloud ERP for their Clients.,Digital Transformation Advisory , ERP Selection Services Companies Evaluating Cloud ERP for their Clients.,CFO, CIO, Business Unit Heads Evaluating Cloud ERP Products for their Company , Subsidiary Operations,CEO's of SMB Units who are looking at Streamlining their Business Operations with a Standard Cloud ERP Product.,Pricing , Order Management , AR Analyst Professionals.
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