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Create a Sales Order for 4 (four) Deluxe Touring Bikes (black) sold to The Bike Zone

INSTRUCTIONS TO CANDIDATES
ANSWER ALL QUESTIONS

Open MS Word for the project. Use that file to record your answers or to paste screenshots as directed. Submit one file with all 4 orders file in Blackboard when completed.

Always use your dataset number.

These orders don’t include step-by-step directions, you can refer to the file for processing an order for help (project 2). Just remember, some things will be different. For example, if the customer ordered a different number of bikes, they won’t owe the same amount of money as in project 2.

Not all orders have an Inquiry or Quotation, so you would be creating without reference. Delivery is always created with reference (to the Sales Order).

Sales orders will have the customer/sold-to-party number and the amount due if you need to find them.

 

1. Bike Zone Order for 4 Bikes; delivery in one week

 

 

No Inquiry or Quotation, no discount.

Create a Sales Order for 4 (four) Deluxe Touring Bikes (black) sold to The Bike Zone ###. They would like delivery in one week. Take a screenshot of the Order and record the order number underneath the screenshot.

Process the Delivery of the Sales Order: delivery, picking, post goods issue. Create the Billing Invoice for the Order.

Receive payment from The Bike Zone ### for the purchase of the bikes.

Display the Document Flow in Items View. Submit the document flow screenshot for your Sales Order.

[You should have 2 screenshots – the order and final document flow. You can include others if you like, but they aren’t required.]

 

 

 

2. Philly Bikes order for 3 bikes; delivery in one month

 

 

No customer discounts.

Create an Inquiry for 3 (three) Deluxe Touring Bikes (black) sold to Philly Bikes; delivery in one month. Take a screenshot of the Inquiry and record the inquiry number underneath the screenshot.

 

Create a Quotation referencing the inquiry. Take a screenshot of the Quotation and submit it with the Quotation number typed underneath.

 

 

Create an Order referencing the quotation. Take a screenshot of the Order and submit it with the order number typed underneath.

Create an Outbound Delivery, Pick Materials; Post Goods Issue Create Invoice; Receive Payment

Display the Document Flow in Items View. Submit the document flow screenshot for your Sales Order.

[You should have 4 screenshots – inquiry, quotation, order and final document flow. You can include others if you like, but they aren’t required.]

 

 

 

3. Bike Zone for 2 bikes; delivery in two weeks

 

 

No Inquiry, no discount.

Create a Quotation for 2 (two) Professional Touring Bikes (black) sold to The Bike Zone ###, delivery in two weeks. Take a screenshot of the Quotation and record the quotation number underneath the screenshot.

Create an Order referencing the quotation. Take a screenshot of the Order and submit it with the order number typed underneath.

Create an Outbound Delivery, pick materials, post goods issue, create Invoice, receive payment

Display the Document Flow in Items View. Submit the document flow screenshot for your Sales Order.

[You should have 3 screenshots – quotation, order and final document flow. You can include others if you like, but they aren’t required.]

 

 

 

4. Philly Bikes for 1 bike; delivery in six weeks

 

 

5% discount off of the entire order

No inquiry or quotation

 

Create an Order for 1 (one) Professional Touring Bikes (black) sold to Philly Bikes, delivery in 6 weeks. Take a screenshot of the Order and record the order number underneath the screenshot. The amount should reflect the discount.

Create an Outbound Delivery, pick materials, post goods issue, create Invoice, receive payment.

Display the Document Flow in Items View. Submit the document flow screenshot for your Sales Order.

[You should have 2 screenshots –order and final document flow. You can include others if you like, but they aren’t required.]

 

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