15-04-2024

Sales Order Processing, From Soup to Nuts

13:00 - 13:45 Coral 3 Back to event schedule

From entering the sales quote/order to posting the sales shipment and invoice, Business Central enables you record your complete sales process with many nuances and capabilities. This session will cover:
• Leveraging Blanket Sales Orders or Recurring Sales Lines
• Setting up Customer prices and discounts
• Using Catalog Items and Substitutions
• Creating Sales Quotes
• Creating Sales Orders
• Posting Sales Shipments and Partial Shipments
• Posting Invoices
• Cancelling or Correcting Posted Sales Shipments and Invoices
• The impact of posting, how it affects Item Ledger Entries, Value Entries, G/L Entries, Customer Ledger Entries, Detailed Customer Ledger Entries to update your inventory and General Ledger.

Speakers:

Brad Hearn

Liberty Grove Software, Senior Analyst, BI Specialist,CFA

With Liberty Grove Software, assists organizations on their implementation of Microsoft Dynamics NAV and Dynamics 365 Business Central, as well as associated BI solutions and ISV products.

Previously led Enterprise Reporting team for large pension fund investment organization and consulted for a major BI vendor in the implementation of BI and ETL solutions with its customers across North America.

Major strengths include combining strong technical and analysis skills with the ability to understand and work with IT and business at multiple organizational levels.