SunderS Oracle NetSuite ERP Foundation E Learning - Vol 4.2

Name: SunderS Oracle NetSuite ERP Foundation E Learning - Vol 4.2
Rating: 4.0 (9 reviews)

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

Last updated 7/2023

English

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.

3 sections • 12 lectures • 1h 31m total length

Order 2 Cash Process Overview, Relevant Roles & Order Management Settings9:37
Video Lecture gives a high level Process Overview of Order to Cash, Seeded Roles available in NetSuite for Order to Cash Business Process , and how to Enable Order Management Settings to Perform for Performing Order Management & Fulfillment Transactions.
Section 1 , Lecture 1 Quiz
Order Management - Accounting Preference11:11
Learn how to set up Accounting Preference for Sales Orders, Order Fulfillment , Drop Ship Orders and Invoicing.
Section 1 , Lecture 2
Sales Order , Sales Order Type , Standard Sales Order7:15
In this Video Lecture, You will Learn What is a Sales Order , Different Sales Order Types in NetSuite and how to Generate a Standard Cash Sales Order and how the General Ledger Accounts are Impacted.
Section 1 , Lecture 3 & Pricing Quiz
How to Define Billing Schedule & Payment Terms8:21
In this Video Lecture , You will Learn how to Define Billing Schedule & Payment Terms for Invoice Generation. You will learn , how to Generate an Invoice to the Customer with the newly Defined Billing Schedule & Payment Terms.
Section 1 , Lecture 4
Sales Order Approval & Order Fulfillment .4:05
This Video Lecture takes you through Order Approval through Dashboard and Order Fulfillment stages like Pick, Pack & Ship Indicating Order status at each stage and how the GL Accounts are Impacted.
Section 1 , Lecture 5

SO Reports, Print Pick Tickets, Packing Slip & View SO Status & History.11:44
In this Video , You will Learn the Various Sales Order Reports available in NetSuite, How to Print Pick Tickets, Packing Slips and View Sales Order Status & Order History.
Section 2 , Lecture 1
Invoicing Customers Settings , Defining Billing Operations & Schedule.7:12
This Video Lecture will Cover high level process overview of Invoicing , Settings that need to be enabled for Invoicing Customers and how to Define Billing Operations & Schedules.
Section 2 , Lecture 2
Invoicing Single Sales Order , Multiple Sales Orders4:12
This Video will show you how to Generate Invoice for Single Sales Order and for Multiple Sales Orders.
Section 2 , Lecture 3
Customer Payments -How to Apply to Invoices and Receivables Analyst Dashboard.14:42
In this Video Lecture , You will Learn NetSuite Customer Payments Process Overview, How to Apply Customer Payments against a Specific Invoice or for Open Invoices shown in the list, and how to Record the Payment in the system to Reduce Customer Balance and Finally will take you through the Receivables Analyst Dashboard with Standard Portlets available in the system.
Section 2 , Lecture 4

Customer Returns , Return to Credit Process Overview and Relevant Roles.5:41
In this Video Lecture , You will Learn at a High Level the Customer Return Process and How to Initiate a Refund or Credit Memo Generation Process Overview , the Relevant Roles Required for Customer Return Process.
Section 3 , Lecture 1 Quiz
How to Initiate Customer Returns, Return Approval & Confirm Receipt in Warehouse3:46
This Video Lecture will Cover how to Initiate Customer Returns, Who & How Customer Returns are Approved and Item Receipt Confirmation in Warehouse.
Section 3, Lecture 2
Customer Refund , Credit Memo Generation & Applying to Invoice and Settlement.3:37
In this Video Lecture, I will Cover how to Initiate the Customer Refund and Generate Credit Memo. We will also Look at how the Credit Memo can be applied against a Single Invoice or Automatically apply against Open Invoices and View the Transaction History of the Customer for Reference.
Section 3 , Lecture 3

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.

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 in 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 Sales and GL Impact.
Define Billing Schedule & Payment Terms.

Section 2 Video Lecture will Cover :

Section 3 Video Lecture will Cover:

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.