SunderS Oracle NetSuite ERP Foundation E Learning - Vol 4.2

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Sunderaraj (Sunder) Srinivasan

1:31:23

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1 - Order Management Configuration Settings

1 - Order 2 Cash Process Overview Relevant Roles Order Management Settings.mp4

09:37

1 - Section 1 Lecture 1 Quiz.html

2 - Order Management Accounting Preference.mp4

11:11

2 - Section 1 Lecture 2.html

3 - Sales Order Sales Order Type Standard Sales Order.mp4

07:15

3 - Section 1 Lecture 3 Pricing Quiz.html

4 - How to Define Billing Schedule Payment Terms.mp4

08:21

4 - Section 1 Lecture 4.html

5 - Sales Order Approval Order Fulfillment.mp4

04:05

5 - Section 1 Lecture 5.html

2 - Sales Order Reports Invoice Generation Applying Customer Payments Dashboard

6 - SO Reports Print Pick Tickets Packing Slip View SO Status History.mp4

11:44

6 - Section 2 Lecture 1.html

7 - Invoicing Customers Settings Defining Billing Operations Schedule.mp4

07:12

7 - Section 2 Lecture 2.html

8 - Invoicing Single Sales Order Multiple Sales Orders.mp4

04:12

8 - Section 2 Lecture 3.html

9 - Customer Payments How to Apply to Invoices and Receivables Analyst Dashboard.mp4

14:42

9 - Section 2 Lecture 4.html

3 - Customer Returns Refund Initiation Credit Memo

10 - Customer Returns Return to Credit Process Overview and Relevant Roles.mp4

05:41

10 - Section 3 Lecture 1 Quiz.html

11 - How to Initiate Customer Returns Return Approval Confirm Receipt in Warehouse.mp4

03:46

11 - Section 3 Lecture 2.html

12 - Customer Refund Credit Memo Generation Applying to Invoice and Settlement.mp4

03:37

12 - Section 3 Lecture 3.html

Description

Order to Cash - Order Management & Fulfillment, Invoicing, Customer Payments, Customer Return , Refund /Credit Memo.

What You'll Learn?

Learn High Level Business Process of Order to Cash in Oracle NetSuite.
Learn how to Enable the Settings & Accounting Preferences Related to Order Management & Fulfillment, Receivables , GL Account Details in NetSuite.
Learn the Default Sales Order Types in NetSuite.
Learn how the Captured Sales Order Details are Documented and Sent for Approval in the Workflow.
Learn how the Approved Sales Orders are Picked, Packed, Shipped as Part of Order Fulfillment.
Learn how to Create Invoices for Shipped Orders.
Learn how to Initiate Customer Return, Approve the Customer Return & Accept into Warehouse.
Learn how to Initiate Customer Refund or Generate Credit Memo for Returned Items.
Learn how to Apply a Credit Memo against an Invoice or Customer Outstandings.
Learn Standard Reports, Dashboard Available in NetSuite for Order Management and Accounts Receivables.

Who is this for?

Implementation, Pre Sales /Solution Consultants who are Familiar with Other ERP Applications & Looking to Multi Skill , Up Skill with Cloud ERP.

Practicing Chartered Accountants/Auditors Evaluating Cloud ERP Products for their Clients.

Management Consultants Evaluating Cloud ERP for their Clients.

Digital Transformation Advisory , ERP Selection Services Companies Evaluating Cloud ERP for their Clients.

CFO, CIO, Business Unit Heads Evaluating Cloud ERP Products for their Company , Subsidiary Operations

CEO's of SMB Units who are looking at Streamlining their Business Operations with a Standard Cloud ERP Product.

Pricing , Order Management , AR Analyst Professionals.

What You Need to Know?

Recommended to Complete Volume 1 , Volume 2 , Volume 3, Volume 4.1 of SunderS Oracle Netsuite ERP Foundation E Learning before Starting with Volume 4.2.

Anyone willing to Learn Cloud ERP Business Applications.

No Computer Programming Knowledge Required.

While Cloud Knowledge is not Mandatory, it will be Added Advantage if you have Cloud Knowledge.

More details

Description
This Course will Cover Order to Cash and Customer Returns Business Process.
Section 1 Video Lecture will Cover :
High Level Order to Cash Business Process Overview in NetSuite.
Default Roles available inÂ NetSuite to Perform Order to Cash Process.
Enabling Order Management Settings for Order Fulfillment.
Accounting Preference that need to be Enabled for Pick, Pack, Ship , Invoicing & Drop Shipment.
Default Sales Order Types available in NetSuite.
How to Generate Cash & Invoice SalesÂ and GL Impact.
Define Billing Schedule & Payment Terms.
Section 2 Video Lecture will Cover :
Standard Sales Order Reports available in NetSuite.
How to Print Picking Tickets & Packing Slip.
Sales Order History & Related Transactions.
High Level Process Overview of Invoicing in NetSuite.
How to Enable Settings for Invoice Generation.
Define Billing Operations & Schedule.
How to Generate Invoice for Single, Multiple Sales Orders.
Customer Payments Process High level Overview.
Accept Customer Payments & How to Apply against an Invoice.
How to Apply Customer Deposits against an Invoice.
Receivables Standard Reports , Receivables Analyst Dashboard & Analytics.
Section 3 Video Lecture will Cover:
Customer Returns Process Overview and Default Roles available in NetSuite.
Customer Returns Initiation, Approval & Returned Item Receipt Confirmation.
How to Initiate Customer Refund
How to Apply Credit Memo against Open Invoices.
Invoice Settlement.

Who this course is for:
Implementation, Pre Sales /Solution Consultants who are Familiar with Other ERP Applications & Looking to Multi Skill , Up Skill with Cloud ERP.
Practicing Chartered Accountants/Auditors Evaluating Cloud ERP Products for their Clients.
Management Consultants Evaluating Cloud ERP for their Clients.
Digital Transformation Advisory , ERP Selection Services Companies Evaluating Cloud ERP for their Clients.
CFO, CIO, Business Unit Heads Evaluating Cloud ERP Products for their Company , Subsidiary Operations
CEO's of SMB Units who are looking at Streamlining their Business Operations with a Standard Cloud ERP Product.
Pricing , Order Management , AR Analyst Professionals.

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Oracle NetSuite

Sunderaraj (Sunder) Srinivasan

Instructor's Courses

Sunder Srinivasan is a Seasoned Software Professional with thirty plus years of experience in the Global Software Product and Consulting Service Companies. Sundar , has got more than 25 years of work experience in the Enterprise Resource planning, Customer relationship management and Human Capital management applications. He is a Pioneer in the ERP Applications Industry, and has worked in multiple ERP products. He has delivered projects for customers in India, North America, United Kingdom, China, Australia , Asia and Middle East Countries. Also, Sundar has Delivered Consulting engagements for Fortune 500 companies in the Manufacturing, Retail, Distribution, Logistics and Hi Tec Industries.As a Product Manager, he has Conceptualized the Product from Market Requirement to Releasing Products for Global and India Markets.He has extensively worked in the Product Management function both in Product Development and in Sales Organization defining their Go to Market and Pricing Strategies.He is a Post Graduate Certified from Kellog School of Management. Currently, Sunder advises companies in the Digital Transformation Path and also helps them to evaluate and Select the right ERP for their Organization. He gives lot of Guest Lectures in the area of Digital Transformation to Colleges and Industry associations. Sunder is an Advisor for Rapid e-Suite Company HQ in Singapore and having Operations in US & India. Established in 2010 , Rapid e-Suite is an Oracle Gold Partner. His stint at NetSuite has inspired him to come out with the E Learning Material for Netsuite ERP Foundation Training.

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