FA327 – MIP Fund Accounting Sales Order Entry: Recorded Session

Course Level: Basic
Prerequisite: Accounts Receivable Billing
Instructional Method: Recorded Session (recorded instructor led discussion with training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: One Hour

This recorded session covers creating and fulfilling sales orders. Participants will learn how to set up the Order Entry module and how the module integrates with Accounts Receivable Billing. Participants will also learn how to enter a quote and commit a sales order for cash sales or sales on-account, and print accounts receivable invoices. Cancelling orders and processing customer returns are also covered. The course concludes with a discussion of various sales order related reports. 

By the end of the session, you will be able to:

  • Enter cash and charge sales orders
  • Complete an order fulfillment form
  • Cancel a sales order and enter customer returns
  • Print invoices and create accounting transactions
  • Identify reports for sales order reporting