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70-3002A QAD 2009 Standard & Enterprise Edition August 2009 QAD Enterprise Appl

70-3002A QAD 2009 Standard & Enterprise Edition August 2009 QAD Enterprise Application Standard & Enterprise Edition Training Guide Sales Orders This document contains proprietary information that is protected by copyright and other intellectual property laws. No part of this document may be reproduced, translated, or modified without the prior written consent of QAD Inc. The information contained in this document is subject to change without notice. QAD Inc. provides this material as is and makes no warranty of any kind, expressed or implied, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. QAD Inc. shall not be liable for errors contained herein or for incidental or consequential damages (including lost profits) in connection with the furnishing, performance, or use of this material whether based on warranty, contract, or other legal theory. QAD and MFG/PRO are registered trademarks of QAD Inc. The QAD logo is a trademark of QAD Inc. Designations used by other companies to distinguish their products are often claimed as trademarks. In this document, the product names appear in initial capital or all capital letters. Contact the appropriate companies for more information regarding trademarks and registration. © Copyright 2003 by QAD Inc. All Rights Reserved. QAD Inc. 100 Innovation Place Santa Barbara, California 93108 Phone (805) 684-6614 Fax (805) 684-1890 http://www.qad.com Contents ABOUT THIS COURSE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Course Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Course Credit & Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 QAD Web Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 CHAPTER 1 INTRODUCTION TO SALES ORDERS . . . . . . . . . . . . . . . . . . . . 13 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Sales Order Key Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Sales Order Document Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Typical Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Sales Order Life Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 QAD General System Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Related Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 CHAPTER 2 BUSINESS CONSIDERATIONS. . . . . . . . . . . . . . . . . . . . . . . . . 27 Business Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Sales Quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Configured Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Sales Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 IV SALES ORDERS TRAINING GUIDE Credit Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Freight Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Commissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Import/Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Electronic Data Interchange (EDI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Customer Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Containerization . . . . . . . . . . . . . . . . . . uploads/Geographie/ sales-order-training-guide.pdf