Bulk Materials TRAININGDAYS

TD-102: Apex Quote to Cash


Level 2 - Churchill C1 November 6, 2017 9:00 am - 5:00 pm

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Juan Lopez

Command Alkon TRAININGDAYS classes are an additional cost and NOT covered in your conference fees.
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This hands-on training course encompasses the Quote to Cash cycle.  This session is specifically targeted for the business users.

Quotes

  • Creating quotes
  • Material pricing options
  • Freight pricing options
  • Other charge/surcharge setup and pricing

 

Orders

  • Changing quote to order

 

Ticketing

  • Creating tickets
  • Shortcut keystrokes
  • Using order on ticket
  • Using incomplete tickets
  • End of day process

 

Editing/Posting Ticket

  • Reports to run prior to posting
  • Setting up exceptions
  • Running exception report
  • Editing tickets
  • Using hold tickets
  • Posting tickets
  • Ticket history reports

 

Invoicing

  • Invoice setup options
  • Grouping Customers
  • Excluding Customers
  • etc.
  • Invoice process
  • Sales reports
  • Credit/rebill process
  • Reasons for corrections

 

Payments

  • Payment setup options
  • Making payments

 

End-of-Month Processing

  • Recommended steps for end-of-month
  • Effect of end-of-month processing

 

Command Alkon TRAININGDAYS classes are an additional cost and NOT covered in your conference fees.