MICROSOFT BUSINESS SOLUTIONS – AXAPTA 3.0

SALES MANAGEMENT

Accounts payable vs Accounts receivable

Almost all Accounts payable (Purchase) functionalities are the same with Accounts

receivable (Sales) functionalities and almost exactly have the same setup, such as trade agreements, misc charges, supplementary

items, external item description, purchase/sales order, posting profile,

payment etc

Sales order

• Sales order form is almost the same as purchase order. Most of the functionalities and buttons are the same.

• Sales order status:– Open order– Delivered : when all order lines have been delivered– Invoiced : when all order lines have been invoiced– Cancelled : when all order lines have been cancelled

Exercise

• Create a new sales order to customer account = 4000 (Light and Design) with the following details:

– Delivery date : 14 October 2005– Item 1 : Computer Intel, Qty = 5, @EUR 1200– Item 2 : Magazine, Qty = 4, @EUR 29

• Post sales order (Confirmation), packing slip and invoice

Exercise

• Create a new sales order to customer account = 4000 (Light and Design) but invoice to customer account = 4001 (The Bulb). with the following details:

– Delivery date : 14 October 2005– Item 1 : Computer Intel, Qty = 5, @EUR 1200– Item 2 : Magazine, Qty = 4, @EUR 29

• Post sales order (Confirmation), packing slip and invoice. Notice the invoice address!

Supplementary items

• Create and maintain extra items that should be added without cost to the sales/purchase order lines when a certain quantity of an item is sold/purchased

– Accounts payable/receivable -> Setup -> Supplementary items

Exercise

• Our company is selling Computer Intel and Magazine. Now we have a special offer to our wholesaler customers (customer group=30). Here are the rules:

• For sales of minimum 2 Computer Intels, wholesaler customer will get 1 Magazine, free-of-charge

• For sales of minimum 3 Computer Intels, wholesaler customer will get 2 Magazine, free-of-charge

• Create a sales order to test your setup

Exercise

• For every multiple 10 pcs sales of B-R14, customer will get extra 1 B-R14. Minimum qty sale = 20. This applies to all customers

• Create a sales order to test your setup. Qty = 40

Alternative address

• We can deliver/receive goods on different address as stated in the customer address or our warehouse address

• Default purchase order receipt is from Company information address

• We can also deliver/receive goods&invoice with address different from defaults, to setup:

– Accounts receivable -> Customers -> Setup -> Alt. Address– Accounts receivable -> Sales orders -> Setup -> Alt. Address

Exercise

• Customer account = 4001 has different address for office and warehouses. Delivery address for customer accunt = 4001 is always :

– Delivery destination/name : Warehouse A– Street name : 17 Main street– City : Atlanta– Postal code : 30331

• Create a sales order to test your setup• However, customer 4001 has just called you to change the delivery

address to their other new warehouse:– Delivery destination/name : Warehouse B– Street name : 18 Main street– City : Atlanta– Postal code : 30331

• Change the sales order delivery address to Warehouse B

Commission

• Commission are used to calculate commision calculation to sales representatives.

• The calculation can be based on margin or revenue. – Accounts receivable -> Setup -> Commissions

Sample

• Sales group : Dragon, consists of the following sales reps:– AJE (30%) and ALA (70%)

• Apply to item Computer Intel only • Apply to customer Computer store only• Commission% = 5% from invoice amount

Exercise

• Whenever we sell Computer Intel and Magazine, 1% of the invoice amount after Total discount will be given to 3 sales representatives, named Emma lane (40%) and Allan Morrison (20%) Emily Merryman (40%). Sales group name = Tiger

• Commision applies to items Computer Intel and Magazine• Commision applies to customers Computer Store and Light

and Design• Setup the commission calculation• Create a sales order and then post confirmation, delivery and

Invoice. Computer intel, Qty=1, @10,000; Magazine, Qty=1,@100

• Check your commission calculation

Credit limit

• We can set credit limit and how to calculate the credit limit to each customers. Credit limit is always in our base currency.

• In relations to vendors, the concept is similar. You can specify a limit on each vendor

• Credit limit type:– None : no credit limit check will be made– Balance : invoiced sales orders only– Balance + packing slip : invoiced plus delivered orders– Balance + All : All sales orders (with all status)

• Link to setup: – Accounts receivable -> Customers -> General tab– Accounts receivable -> Setup -> Parameters -> Credit rating

• If the setup in the Accounts receivable parameters is such Axapta will not make any credit limit checks for customers, you can override this for individual customers. To do so, select the Mandatory credit limit check box.

Exercise

• Create a new customer:– Name : PT Angkasa– Customer group : 10– Currency : EUR– Credit limit : EUR 100,000– Mandatory credit limit : No (Uncheck)

• In the AR parameters, credit limit type = Balance+All, Message type : Error

• Create and post confirmation, packing slip and invoice a new sales order to PT Angkasa:

– Item : Computer Intel, Qty 10, @10,000• Create a new sales order to PT Angkasa:

– Item : Computer Intel, Qty 1, @10,000 (are you able to create the sales order line?)

One-time customer

• You can sell to one-time customer. The same setup is also applicable to one-time vendor

• To setup, click default one-time-customer or default one-time-vendor in the customer/vendor master.

• Select default one-time customer or one-time vendor in parameters

• When you create new sales order or new purchase order, give check to one-time-customer or one-time-vendor

Exercise

• Create new vendor for our one-time supplier template, called Toko, Vendor group = DOM, Terms of payment = Cash, Default receipt warehouse = MW

• Our main vendor, Computer Store, don’t open on Sunday, however we require Computer Intels very urgent to be delivered to our important customer. So we need to buy from Toko Komputer ABC.

• Create new purchase order for new one-time supplier (Toko Komputer ABC)

Exercise – Misc charges

• For every sales to customer PT Angkasa, there will be Freight charges, EUR1 per pcs of Computer Intel that we sell. We are paying the freight charges first for PT Angkasa with Petty cash (18130)

• Setup misc charges code, called Freight. Debit type=Customer/Vendor and Credit type=Ledger account, Credit posting = Order cash, Credit account = 18130

• Create a sales order to check your setup

Exercise

• We have the following price agreement with our customers:• To PT Angkasa:

– Min 10 Computer Intel = EUR10,000– Min 100 Computer Intels = EUR9,900– Min 1000 Computer Intels = EUR9,500

• To Light and Design (customer# 4000):– Min 10 Computer Intel = EUR10,000– Min 100 Computer Intel = EUR 9,800– Min 1000 Computer Intel = EUR 9,400

• Create Price group agreement (AngksPG and L&DPG) and attach the price group to PT Angkasa and Light and Design respectively.

• Create a sales order to PT Angkasa and Light and Design, with the following sales:

– Line 1, sell 10 pcs– Line 2, sell 140 pcs– Line 3, sell 1001 pcs

Exercise – External item description

Thank You