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Transcript of Recurring Invoicing Training Recurring Invoicing 4.2.6 Training Manual Page 4 of 37 Recurring...

  • Recurring Invoicing Training Manual

  • Recurring Invoicing 4.2.6.1 Training Manual SunSystems document version 4.2.6 November 2003 Based on SunSystems software version 4.2.6

    Copyright © 1982-2003 Systems Union Holdings Ltd. All rights reserved.

    The copyright of this document and the computer software described herein and provided herewith are the property of Systems Union Holdings Ltd.

    No part of this publication or the computer software may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any human or computer language, in any form or by any means or otherwise used without the express written permission of Systems Union Holdings Ltd.

    Systems Union Holdings Ltd Systems Union House 1 Lakeside Road Aerospace Centre Farnborough Hampshire GU14 6XP United Kingdom Phone: +44 (0) 1252 556000

    For regional offices, visit our web site: www.sunsystems.com

    All trademarks mentioned are the products of their respective owners

  • Recurring Invoicing 4.2.6 Training Manual Page 3 of 37

    Recurring Invoicing Contents

    Session 1. – Introduction and Overview ............................................................................. 6 Session 2. – Business Process Overview .......................................................................... 8 Session 3.– Producing Invoices in the DEM database....................................................... 9

    Producing Invoices.......................................................................................................... 9 Session 4.– Sales Order Header Presets......................................................................... 13

    Sales Order Header Presets......................................................................................... 13 Session 5.– Contract Options ........................................................................................... 14

    Contract Options ........................................................................................................... 14 Session 6.– Calendar Table Setup................................................................................... 16

    Recurrences.................................................................................................................. 16 Session 7. – Contract Detail Presets................................................................................ 18

    Contract Detail Presets ................................................................................................. 18 Session 8.– Contract Maintenance................................................................................... 20

    Contract Maintenance................................................................................................... 20 Session 9. – Recurring Invoicing Business Definition ...................................................... 25

    Recurring Invoicing Business Definition ....................................................................... 25 Session 10. – Contract Filters........................................................................................... 26

    Contract Filters.............................................................................................................. 26 Session 11. – Generate Definition .................................................................................... 27

    Generate Definition ....................................................................................................... 27 Session 12. – Generate Invoices...................................................................................... 28

    Generate Invoices......................................................................................................... 28 Session 13. – Reporting ................................................................................................... 31

    Reporting ...................................................................................................................... 31 Session 14. – Transfers.................................................................................................... 35

    Transfers....................................................................................................................... 35

  • Recurring Invoicing 4.2.6 Training Manual Page 4 of 37

    Recurring Invoicing About this Delegate Guide

    This delegate guide is intended to supplement tutor led training for SunSystems 4.2.6 It is not designed for self-study, nor to replace or replicate SunSystems online help and documentation.

    SunSystems 4.2.6 online help and documentation is available from:

    • Help menu within SunSystems 4.2.6 applications.

    • Windows Start menu, by selecting SunSystems >> SunSystems Documentation, once SunSystems is installed.

    • Product >> Online Documentation section of Systems Union intranet (Infodesk) - http://infodesk.

    • Product section of Systems Union extranet (PartnerNet) - http://partners.systemsunion.com.

    • Customer Support Online section of Systems Union internet site - http://www.sunsystems.com.

    Typographical Conventions Within this Manual the following icons are used:

    Notes.

    Tips and Tricks.

    Function Names (Shortcut Codes).

    Elements that must be setup or available to support the area under discussion.

  • Recurring Invoicing 4.2.6 Training Manual Page 5 of 37

    Recurring Invoicing Course Agenda

    Session 1. – Introduction and Overview ............................................................................. 6 Session 2. – Business Process Overview .......................................................................... 8 Session 3.– Producing Invoices in the DEM database....................................................... 9 Session 4.– Sales Order Header Presets......................................................................... 13 Session 5.– Contract Options ........................................................................................... 14 Session 6.– Calendar Table Setup................................................................................... 16 Session 7. – Contract Detail Presets................................................................................ 18 Session 8.– Contract Maintenance................................................................................... 20 Session 9. – Recurring Invoicing Business Definition ...................................................... 25 Session 10. – Contract Filters........................................................................................... 26 Session 11. – Generate Definition .................................................................................... 27 Session 12. – Generate Invoices...................................................................................... 28 Session 13. – Reporting ................................................................................................... 31 Session 14. – Transfers.................................................................................................... 35

  • Recurring Invoicing 4.2.6 Training Manual Page 6 of 37

    Recurring Invoicing Session 1. – Introduction and Overview

    Course Prerequisites It is assumed that readers of this manual have the following knowledge.

    • How to log into SunSystems and Sales Order Processing.

    • How to invoke Sun commands using “classic menus” or the mouse and menus.

    • An understanding of Sun databases and the data they contain.

    • How to create accounts, name and address records, address analysis and analysis codes.

    • Understanding of Sales Invoicing.

    • How to enter an invoice and print this using PI.

    • How to carry out a Sales and Customer Inquiry.

    Start and Finish Times This course runs over 1 day. Your tutor will provide details of:

    • Start times

    • Break times

    • Finish times

    Logistics Your tutor will provide details of:

    • Facilities available during breaks

    • Restaurants

    • Restrooms/toilets

    • Messages/phones

    • Security

    • Emergency measures

    • Use of equipment after class hours (if applicable)

    • Other important items.

    Introductions • Tutor:

    Background and education

    Current position

    Experience with Recurring Invoicing.

    • Delegates:

    Your name

    Department

    Time with SU/SunSystems

    Experience of Recurring Invoicing

    Expectations:

  • Recurring Invoicing 4.2.6 Training Manual Page 7 of 37

    − Why are you here?

    − How will you use the knowledge gained from this course?

    Questions Please feel free to ask questions at any time.

    Your tutor will be happy to answer all questions provided you allow for the following responses:

    • “We’ll be discussing that later”.

    • “I don’t know, but I’ll find out and let you know later”.

    Please pay full attention to the tutor whilst they are lecturing.

  • Recurring Invoicing 4.2.6 Training Manual Page 8 of 37

    Recurring Invoicing Session 2. – Business Process Overview

  • Recurring Invoicing 4.2.6 T