Order Management Course
This course discusses the Order Management module and how it facilitates the flow of manufactured items from
inventory or jobs to the customer. A shipping transaction is performed whether items are shipped from stock or
from work in process (WIP). Shipping transactions are captured during invoicing in the Accounts Receivable (AR)
module, creating financial transactions that post to the general ledger (GL). Order entry and shipping are directly
affected by the nature of the product and the process, specifically whether the items are built-to-order or shipped
from stock.
This course explores both basic and advanced order entry processes, discusses additional related functionality,
pricing, and discounting processes, and reviews pertinent reports and trackers. Workshops guide you through
related programs in the Order Management module.
Upon successful completion of this course, you will be able to:
• Use the features and functionality available in the Order Management module.
• Set up related maintenance programs and company configuration for the Order Management module.
• Enter different types of sales orders including a quick sales order, a sales order with multiple releases, a
customer part cross-reference sales order, a counter sales order, and a sales order with linked jobs.
• Use the Job Manager and the Order Job Wizard to link jobs to sales order lines.
• Pull quote lines into a sales order.
• Ship and invoice a sales order.
• Use the pricing and discounting features and functionality in the Epicor application.
• Use the applicable reports and trackers.
- Teacher: Han Nguyen