SunderS Oracle NetSuite ERP Foundation E Learning – Vol 4.2
Order to Cash – Order Management & Fulfillment, Invoicing, Customer Payments, Customer Return , Refund /Credit Memo.
Description
This Course will Cover Order to Cash and Customer Returns Business Process.
Section 1 Video Lecture will Cover :
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High Level Order to Cash Business Process Overview in NetSuite.
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Default Roles available in NetSuite to Perform Order to Cash Process.
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Enabling Order Management Settings for Order Fulfillment.
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Accounting Preference that need to be Enabled for Pick, Pack, Ship , Invoicing & Drop Shipment.
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Default Sales Order Types available in NetSuite.
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How to Generate Cash & Invoice Sales and GL Impact.
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Define Billing Schedule & Payment Terms.
Section 2 Video Lecture will Cover :
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Standard Sales Order Reports available in NetSuite.
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How to Print Picking Tickets & Packing Slip.
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Sales Order History & Related Transactions.
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High Level Process Overview of Invoicing in NetSuite.
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How to Enable Settings for Invoice Generation.
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Define Billing Operations & Schedule.
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How to Generate Invoice for Single, Multiple Sales Orders.
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Customer Payments Process High level Overview.
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Accept Customer Payments & How to Apply against an Invoice.
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How to Apply Customer Deposits against an Invoice.
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Receivables Standard Reports , Receivables Analyst Dashboard & Analytics.
Section 3 Video Lecture will Cover:
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Customer Returns Process Overview and Default Roles available in NetSuite.
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Customer Returns Initiation, Approval & Returned Item Receipt Confirmation.
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How to Initiate Customer Refund
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How to Apply Credit Memo against Open Invoices.
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Invoice Settlement.
Who this course is for:
- 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.
