SunderS Oracle NetSuite ERP Foundation E Learning - Vol 4.2
- Description
- Curriculum
- FAQ
- Reviews
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.
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1
Order 2 Cash Process Overview, Relevant Roles & Order Management SettingsVideo Lecture gives a high level Process Overview of Order to Cash, Seeded Roles available in NetSuite for Order to Cash Business Process , and how to Enable Order Management Settings to Perform for Performing Order Management & Fulfillment Transactions.
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2
Section 1 , Lecture 1 QuizPre Seeded Roles Available in NetSuite.
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3
Order Management - Accounting Preference
Learn how to set up Accounting Preference for Sales Orders, Order Fulfillment , Drop Ship Orders and Invoicing.
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4
Section 1 , Lecture 2
Section 1 , Lecture @ Quiz Questions
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5
Sales Order , Sales Order Type , Standard Sales Order
In this Video Lecture, You will Learn What is a Sales Order , Different Sales Order Types in NetSuite and how to Generate a Standard Cash Sales Order and how the General Ledger Accounts are Impacted.
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6
Section 1 , Lecture 3 & Pricing Quiz
This quiz will Comprise questions from Vol 4.1 (pricing ) and also from Lecture 3
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7
How to Define Billing Schedule & Payment Terms
In this Video Lecture , You will Learn how to Define Billing Schedule & Payment Terms for Invoice Generation. You will learn , how to Generate an Invoice to the Customer with the newly Defined Billing Schedule & Payment Terms.
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8
Section 1 , Lecture 4
Quiz Questions will be from this Lecture as well from Vol 4.1 Pricing Volume
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9
Sales Order Approval & Order Fulfillment .
This Video Lecture takes you through Order Approval through Dashboard and Order Fulfillment stages like Pick, Pack & Ship Indicating Order status at each stage and how the GL Accounts are Impacted.
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10
Section 1 , Lecture 5
Quiz on Order Approval and Order Fulfillment . You will also have couple of questions from Pricing Module.
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11
SO Reports, Print Pick Tickets, Packing Slip & View SO Status & History.
In this Video , You will Learn the Various Sales Order Reports available in NetSuite, How to Print Pick Tickets, Packing Slips and View Sales Order Status & Order History.
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12
Section 2 , Lecture 1
Quiz on Section 2 , Lecture 1 video and Pricing Volume
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13
Invoicing Customers Settings , Defining Billing Operations & Schedule.
This Video Lecture will Cover high level process overview of Invoicing , Settings that need to be enabled for Invoicing Customers and how to Define Billing Operations & Schedules.
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14
Section 2 , Lecture 2
Quiz Questions on Section 2 , Lecture 2
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15
Invoicing Single Sales Order , Multiple Sales Orders
This Video will show you how to Generate Invoice for Single Sales Order and for Multiple Sales Orders.
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16
Section 2 , Lecture 3
Quiz for Section 2 , Lecture 3
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17
Customer Payments -How to Apply to Invoices and Receivables Analyst Dashboard.
In this Video Lecture , You will Learn NetSuite Customer Payments Process Overview, How to Apply Customer Payments against a Specific Invoice or for Open Invoices shown in the list, and how to Record the Payment in the system to Reduce Customer Balance and Finally will take you through the Receivables Analyst Dashboard with Standard Portlets available in the system.
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18
Section 2 , Lecture 4
Quiz on Section 2 , Lecture 4
