Distribution

Certification Exam

D110 Sales Order Management: Basic

  

Table of contents
Certification  Test  Prerequisites  ....................................................................................................................  3  

Sales  Scenario  ..........................................................................................................................................  5  

Summary  of  the  Scenario  .....................................................................................................................  5  

The  Expected  Results  of  the  Sales  Order  Certification  Exercise  ...........................................................  8  

   

   

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Certification Test Prerequisites

You  will  perform  the  certification  exam  exercises  in  your  installed  copy  of  Acumatica,  using  the  “Demo”  
data  provided  with  the  Acumatica  installation  package  version  4.20.  
 
Process  transaction  all  the  way  through  so  Inventory,  Customer  and  Vendor  records  are  updated  with  
the  details  from  the  transaction  in  this  exam.    Do  not  make  any  cash  transaction  to  pay  vendor  or  apply  
payment  to  an  invoices.  
 
 
Prior  to  starting,  make  sure  to  complete  the  following  2  tasks:  
 

To  begin,  activate  all  the  features  of  the  application  using  the  Common  Settings:  

1. Open  the  Enable/Disable  Features  form  (screen  ID  CS100000):  Configuration  >  Common  
Settings  >  Licensing  >  Enable/Disable  Features  

2. Click  the  Modify  button  on  the  toolbar.  

3. Confirm  that  the  features  are  enabled/disabled  as  follows:  (When  you  come  to  a  field  not  
specified  in  the  table  below,  either  populate  it  as  you  see  fit  or  leave  it  as  is.)  

Field   Value  
Organization   {checked}  
Customer  Management   {checked}  
Project  Management   {checked}  
Time  Reporting  on  Activity   {checked}  
Finance   {checked}  
Multi-­‐Branch  Support   {checked}  
Inter-­‐Branch  Transactions   {checked}  
Multi-­‐Currency  Accounting   {checked}  
Deferred  Revenue  Management   {checked}  
Subaccounts   {checked}  
Fixed  Assets  Management   {checked}  
VAT  Reporting   {checked}  
Invoice  Rounding   {unchecked}  
Support  for  Expense  Reclassification   {unchecked}  
Contract  Management   {checked}  
Tax  Entry  from  GL  Module   {unchecked}  
Consolidated  Posting  to  GL   {checked}  
Volume  Pricing   {unchecked}  
Distribution   {checked}  
Inventory  Subitems   {checked}  
Automatic  Packaging   {checked}  
Warehouses   {checked}  

   

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Warehouse  Locations   {checked}  

Blanket  Purchase  Orders   {checked}  
Drop  Shipments   {checked}  
Multiple  Unit  of  Measure   {checked}  
Misc   {checked}  
Row-­‐Level  Security   {checked}  
Field-­‐Level  Audit   {checked}  
Avalara  Tax  Integration   {checked}  
Address  Validation   {checked}  
Notification  Module   {unchecked}  
 

4. Save  your  changes.  

5. Click  the  Enable  button  on  the  toolbar.    

6. Open  Segmented  Keys  (CS202000):  Configuration  >  Common  Settings  >  Segmented  Keys  >  
Segmented  Keys  

Screen  Section   Field   Value  

Summary     Segmented  Key  ID   INSUBITEM  
     
Details   Segment  ID   1  
Details   Include  in  Cost   {checked}  
     
Details   Segment  ID   2  
Details   Include  in  Cost   {checked}  
 

7. Enter  into  Segmented  Key  ID  field  =  INSUBITEM  

8. Make  sure  Include  in  Cost  is  checked  for  both  lines.  

   

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Sales  Scenario  
Summary  of  the  Scenario  
 

Our  company  sells  computers  and  consumer  electronic  through  6  branches  in  3  states  (California,  New  
York,  New  Mexico).    We  have  several  standard  products  we  keep  in  warehouse  and  adding  items  every  
day.    We  have  recently  converted  or  ERP  system  to  a  cloud  solution,  Acumatica  ERP.    You  have  been  
hired  to  help  get  our  inventory  quantities,  sales  prices  and  sales  transactions  into  our  new  system.    We  
want  to  make  sure  there  is  a  detail  audit  trail  of  all  transactions.    As  stated  on  your  resume,  being  an  
expert  in  Acumatica  ERP  distribution  you  should  be  able  to  get  through  the  following  tasks  quickly  and  
accurate.  

First  task  is  to  get  inventory  quantities  and  costs  at  the  correct  amount.    We  are  missing  some  
documents  and  vendors  have  already  been  paid  in  some  cases.  

Here  is  some  data  for  stock  items  already  received  and  vendor  has  been  paid  but  quantity  and  costs  
have  not  hit  inventory  yet.    We  want  all  the  following  items  to  go  into  the  warehouse  with  August  2,  
2013  date.  

Inventory  ID   Warehouse   Location   Quantity   UOM   Cost  

D000000033   WHOLESALE   R01C01L01     34   PC   $            310.50  
P000MLG019   WHOLESALE   R01C01L01     62   PC   $              92.67  
S000000310   WHOLESALE   R01C01L01     29   PC   $      4,891.37  
L000000101   WHOLESALE   R01C01L01     32   PC   $            814.25  
D000000001   RETAIL   R03C01L01     5   PALLET   $  15,528.00  
 

Here  is  a  recent  purchase  order  placed  with  Computer  Environment  Solution.    The  receiving  department  
at  the  wholesale  warehouse  has  received  the  all  the  items  and  put  in  the  R01C01L02  location.    You  need  
to  enter  in  the  data  to  affect  Inventory  and  Accounts  Payable.  

Inventory  ID   Quantity   UOM   Cost  

D000000033   11   PC   $            310.50  
P000MLG019   6   PC   $              92.67  
S000000310   9   PC   $      4,891.37  
L000000101   5   PC   $            814.25  
 

Quality  Control  verify  the  products  received  and  determine  a  couple  items  came  damaged.    We  have  
received  a  RMA  and  need  to  return  the  items.    Make  sure  the  items  returned  below  are  linked  to  the  
original  Purchase  Order  created  in  previous  transaction.    

   

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Inventory  ID   Quantity   UOM   Cost  

P000MLG019   1   PC   92.67  
S000000310   2   PC   4,891.37  
 

Now  that  you  have  finished  updating  the  inventory  system.    We  to  update  sales  prices  before  entering  
any  sales  order.    We  need  to  create  a  new  customer  Price  class  “CUPRICEZ90”-­‐  Customer  Price  Class  Z90  
and  assign  to  (KRK  Consulting  Services  and  Rich  Vision).    We  also  need  to  create  stock  item  price  class  
“INPRICEZ89”  -­‐  Item  Price  Class  Z89.    Assign  the  new  stock  item  class  to  the  following  items  below.      

Base  Price  
Inventory  ID   Price   Price  Date  
D000000033   674.25   07/01/2013  
P000MLG019   282.89   07/01/2013  
S000000310   6439.00   07/01/2013  
L000000101   1523.62   07/01/2013  
 

Customer  Price  Class  Z90  is  allowed  to  purchase  the  following  items  at  the  stated  price  below.  
Inventory  ID   Price   Price  Date  
D000000033   625.75   07/01/2013  
P000MLG019   252.26   07/01/2013  
S000000310   6199.89   07/01/2013  
L000000101   1412.96   07/01/2013  
         

The  company  would  like  to  setup  a  discount  code  and  assign  customers  (ARTCAGES  Co.  and  Brass  Key  
Bar)  and  stock  items  (P000MLG019,  S000000310  and  L000000101).    Please  create  a  discount  code  
“DDCZ89”,  on  the  total  document  amount  by  percent  listed  below.  

Amount   Percent   Start  Date  

$5,000.00   1.5   07/01/2013  
$10,000.00   2.75   07/01/2013  
$15,000.00   4.25   07/01/2013  
         

KRK  Consulting  services  recently  went  through  a  systems  review  and  need  to  purchase  computer  
equipment.    They  would  like  to  receive  the  equipment  as  quickly  as  possible  and  their  default  pricing  is  
acceptable.    They  are  purchasing  the  following  item  with  PO  Nbr:  KRK78345.    All  the  items  need  to  be  
shipped  from  the  wholesale  warehouse.  

Inventory  ID   Quantity   UOM  

D000000033   9   PC  
P000MLG019   11   PC  
S000000310   5   PC  
L000000101   9   PC  

   

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KRK  Consulting  placed  an  order  for  a  specific  laptop  we  do  not  have  in  stock  yet.    We  will  need  to  enter  
the  sales  order  and  have  the  laptop  ship  directly  to  them  from  Computer  Environment  Solution.  

Inventory  ID   Quantity   Warehouse   UOM   Unit  Price  

L00000010E   1   RETAIL   PC   $  1,834.25  

A  recent  order  for  a  server  has  been  placed  by  KRK  Consulting.    The  server  is  an  item  we  currently  do  not  
keep  in  stock  but  need  to  ship  from  our  facility  to  run  some  tests  prior  to  shipping  to  the  customer.    
Make  sure  the  purchase  order  is  associated  to  the  customers’  sales  order.    Purchase  the  server  from  
your  standard  vendor,  Computer  Environment  Solution.    Have  the  server  sent  to  the  wholesale  
warehouse  and  stored  in  R01C01L02  location.      

Inventory  ID   Quantity   UOM   Unit  Price  

S000000311   1   PC   $  4,225.00  

KRK  Consulting  order  too  many  monitors  and  returned  1  -­‐  19”  LG  Monitors  without  notify  us  prior  to  
receipt.    They  are  a  new  customer  and  unfamiliar  with  our  return  policies.    Steve,  our  salesperson,  called  
and  informed  Barney  next  time  to  request  a  RMA  number  to  speed  up  the  return  process  and  make  sure  
we  except  delivery.    In  the  Sales  Orders  screen,  create  a  credit  memo  to  update  inventory  and  generate  
a  credit  memo.    The  credit  memo  should  be  associated  to  the  original  Invoice  /  Sales  Order.  

Inventory  ID   Quantity   UOM   Bin/Lot/Serial  Nbr  

P000MLG019   1   PC   80S00002X  

KRK  Consulting  realized  they  order  one  too  many  desktop  computers.    The  salesperson,  George  feels  it  is  
in  the  best  interest  of  the  company  to  take  the  desktop  computers  back  and  not  charge  a  restocking  fee.    
The  desktop  has  not  been  used  or  removed  from  the  original  packaging.    Create  a  sales  order  to  send  
the  customer  a  RMA,  receive  the  desktop  computers  back  into  inventory  and  issue  a  credit  memo  to  
KRK  Consulting. Make  should  to  associate  to  the  original  Invoice  /  Sales  Order.

Inventory  ID   Quantity   UOM   Bin/Lot/Serial  Nbr  

D000000033   1   PC   50S001076  

KRK Consulting recently purchased a laptop. Unfortunately they were damaged during shipment.
Create  a  sales  order  to  send  the  customer  a  RMA,  receive  the  laptop  back  into  inventory  and  ship  a  new  
laptop  to  KRK  Consulting. Make  should  to  associate  to  the  original  Invoice  /  Sales  Order.

Inventory  ID   Quantity   UOM   Bin/Lot/Serial  Nbr  

L000000101   1   PC   50S001071  
 
   

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Congratulations,  you  have  completed  the  work  we  assigned  to  you.    The  accounting  manager  will  be  
reviewing  you  work  for  accuracy.    I  am  sure  you  did  an  excellent  job  and  look  forward  to  working  with  
you  again  soon.    Please  go  on-­‐line  and  answer  a  few  questions  by  logging  onto  
http://www.acumaticauniversity.com,  with  you  user  name  and  password.    Click  on  Course  Library  then  
D110:  Sales  Order  Entry  then  D110  –  Certification  Exam.  

The  Expected  Results  of  the  Sales  Order  Certification  Exercise  

The  goal  of  this  exercise  is  to  make  sure  you  handle  all  system  changes  and  create  all  the  documents  
necessary  to  arrive  at  a  certain  number  of  transactions,  quantities  and  amounts  according  to  the  Sales  
Order  scenario.    If  your  totals  equals  exactly  the  expected  results,  you  have  succeeded  this  certification  
step.  

   

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