System Flow Course
This course introduces a basic quote to cash scenario that includes the process from the initial customer quote to final cash receipts and payment of supplier invoices. This course emphasizes the series of processes that make up the quote to cash process by using a simple scenario to highlight various transactions. Your organization may have more complex processing routines than those described in this course.
Upon successful completion of this course, you will be able to:
- Describe a simple quote to cash scenario.
- Create a quote, sales order, and job.
- Use the Job Tracker to view jobs.
- Create a purchase order.
- Receive purchased material.
- Issue job material.
- Report production.
- Ship products to customers.
- Invoice customers and receive payments.
- Enter and pay a supplier invoice.
- Teacher: Admin User