Atlantic DataSystems: Sage Web Chat for Order Entry

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Contents Include:
>> Order Entry

Notes:
>> Run day processing within inventory control periodic processing. This process updates accounts receivable, and general ledger.
>> View transactions in accounts receivable, and general ledger.
>> Drilldown functionality in accounts receivable, and general ledger.

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Atlantic DataSystems: Sage Web Chat for Order Entry

  1. 1. Monthly Web Chat with Calvin O’Driscoll September 20, 2012
  2. 2. Agenda • GoToMeeting housekeeping • Overview of order entry • Demonstration of order entry • Q&A
  3. 3. Housekeeping • During the Webinar, all attendees will be muted and placed in listen only mode. This is to eliminate issues with background noise, which causes feedback to all callers. • If you have a question, please enter it in the chat window and I will answer promptly during the Q&A session.
  4. 4. Order Entry NOTES: • You can use Order Entry to process orders, shipments, and invoices. • Order Entry is integrated with inventory control, accounts receivable, project & job costing, and general ledger. • Order Entry functions are restricted based on the security profile attached to the system user within Sage Accpac security groups.
  5. 5. Order Entry PROCESS: • Open order entry / transactions/ order entry. • Enter customer number, date, type, and location. • Enter optional data in order, customer, taxes, sales split and optional fields sections. • Enter items, quantities, and unit price. • Click post. • Print order confirmation form if required.
  6. 6. Order Entry PROCESS: • Open order entry / transactions/ shipment entry. • Enter customer number, and select order number. • Enter optional data in shipment, customer, taxes, optional fields, and sales split sections. • Ship item quantities. • Click post. • Print picking slip form if required.
  7. 7. Order Entry PROCESS: • Open order entry / transactions/ invoice entry. • Enter customer number, and shipment number. • Enter optional data in invoice, customer, taxes, optional fields, and sales split sections. • Click post. • Print invoice form if required.
  8. 8. Order Entry COPY ORDER FUNCTION: • Open order entry / transactions/ copy order. • Enter customer number, and order number. • Click go button. • Modify details if required. • Click Create.
  9. 9. Order Entry CREDIT / DEBIT NOTE ENTRY: • Open order entry / transactions / credit/debit note entry. • Enter customer number, document type, and invoice number. • Enter optional data in credit/debit note, customer, taxes, sales split and optional fields sections. • Enter transaction type on each detail line, modify item details if required. • Click Post. • Print debit/credit form if required
  10. 10. Order Entry ADDITIONAL NOTES: • Run day processing within inventory control periodic processing. This process updates accounts receivable, and general ledger. • View transactions in accounts receivable, and general ledger. • Drilldown functionality in accounts receivable, and general ledger.
  11. 11. Q&A
  12. 12. Contact Details: Calvin O’Driscoll, ERP Manager (709) 726 – 8347 ext. 419 calvin.odriscoll@atlanticdatasystems.com For support: support@atlanticdatasystems.com

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