S4 Exercise Sales Narrative and Forms

Maybe 3-5 moments of truth
Sales PROCESS MAP

(Approving the sales transaction)
Sales Dept:
You have just received a purchase order! Using the PO, fill out one copy of the
Sales Order document, leaving shipping information and the A/R Verified by
space blank. Give the Sales Order to A/R.
Accounts Receivable:
Check the customers credit and approve the transaction by signing the A/R
Verified by field. Create 2 copies of the Sales Order. One copy will become the
customer invoice and the second copy will become the packing slip. Send both
copies to Shipping. Send the approved Sales Order back to Sales.
Sales Dept:
Send the vendor acknowledgement to the customer. Inform the customer of the
sales order number for future correspondence; give them someone to contact
and an estimated shipping date.
Sales
(Executing the sales transaction)
Shipping:
Fill the order. Fill in the Bill of Lading Number and shipping date on both copies
of the Sales Order. Lets assume that the BOL# is 7344 for this exercise. Note:
the bill of lading number is the legal contract number with the shipper defining
which party, customer or vendor, must pay the carrier. Send one copy of the
Sales Order to the customer as a packing slip. Send the second copy of the
Sales Order back to A/R.
Accounts Receivable:
Using the Sales Order, record the account receivable in the A/R Sales Journal and
the A/R Subsidiary Ledger.
Send the completed Sales Order (invoice) to the customer. Send the A/R Sales
Journal to the G/L department.
General Ledger Department (accounting):
Record the sale from Accounts Receivable into the General Ledger.
Date: 1/21/2009
PO Number: 207
PURCHASE ORDER
To:
S 4 Double O Company
123 Here St
Bloomington, IN 47401
Ship To:
ODT Furniture Company

321 There Lane
Indianapolis, IN 64430
Requisitioner
Shipping Method
TERMS
Fagwort
UPS ground
2/10, n/30
Name
Description
Genuine Faux Spoon
Expensive looking spoon
Qty.
Unit Price
3
Line Total
$20.00
$60.00
Subtotal
$60.00
Sales Tax
$3.00
Total
$63.00
Please send two copies of your invoice.
.
2
Enter this order in accordance with the prices, terms, delivery
method, and specifications listed above.
Please notify us immediately if you are unable to ship as specified.
.
4
Send all correspondence to:
.
Quasia Fagwort
321 There Lane
Phone:
Fax:
Quasia
Fagwort____1/21/2009____
Authorized by
Date
SALES ORDER
Bill To
123 Here St
Phone:
Date: __________
Sales Order # 527
Quasia Fagwort
ODT Furniture
Company
321 There Lane
Indianapolis, IN
64430
Ship To
Quasia Fagwort
321 There Lane
Fax:
Shipping
Customer PO
Shipping Terms
Shipping Date
Payment Terms
Method
Name
UPS
Ground
Description
Qty.
Bill of Lading
#
2% 10 Net 30
Unit Price
Total Discount
Discount
Line Total
$0.00
Subtotal
Sales Tax
Total
A/R Verified by
Make all checks payable to S 4 Double O Company
Thank you for your business!
Copy 1 Sales Department copy
SALES ORDER
Bill To
123 Here St
Phone:
Date: __________
Sales Order # 527
Quasia Fagwort
ODT Furniture
Company
321 There Lane
Indianapolis, IN
64430
Ship To
Quasia Fagwort
321 There Lane
Fax:
Shipping
Customer PO
Shipping Terms
Shipping Date
Payment Terms
Method
Name
UPS
Ground
Description
Qty.
Bill of Lading
#
2% 10 Net 30
Unit Price
Total Discount
Discount
Line Total
$0.00
Subtotal
Sales Tax
Total
A/R Verified by
Copy 2 Customer copy / Invoice
SALES ORDER
Bill To
123 Here St
Phone:
Date: __________
Sales Order # 527
Quasia Fagwort
ODT Furniture
Company
321 There Lane
Indianapolis, IN
64430
Ship To
Quasia Fagwort
321 There Lane
Fax:
Shipping
Customer PO
Shipping Terms
Shipping Date
Payment Terms
Method
Name
UPS
Ground
Description
Qty.
Bill of Lading
#
2% 10 Net 30
Unit Price
Discount
Line Total
$0.00
Total Discount
Subtotal
Sales Tax
Total
A/R Verified by
Copy 3 Packing Slip
Vendor Acknowledgement
123 Here St
Phone:
Fax:
To:
Quasia Fagwort
321 There Lane
This is to acknowledge that your purchase order, Number

__________, has been received, accepted without
modification and should be shipped on ________________.
If you have any questions about your order, please call Jane
Doe at (812) 555-6666. Refer to sales order number
___________________.
We appreciate your business
Sales Journal
Date
Customer
Custom
er
Invoice
#
Account
Number
Post
Ref
Amount
General Ledger
Accounts Receivable
120
Date
Description
1/1/200
9
Balance
Forward
Account Number:
Post
Ref
Debit
Description
1/1/200
9
Balance
Forward
Balance
$14,730.
00
Credit Sales
502
Date
Credit
Account Number:
Post
Ref
Debit
Credit
Balanc
e
25,680.
00

S4 Exercise Sales Narrative and Forms

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S4 Exercise Sales Narrative and Forms

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Format Tersedia

Maybe 3-5 moments of truth

Sales PROCESS MAP

ODT Furniture Company

Genuine Faux Spoon

Expensive looking spoon

Please send two copies of your invoice.

Enter this order in accordance with the prices, terms, delivery

method, and specifications listed above.

Please notify us immediately if you are unable to ship as specified.

Send all correspondence to:

Thank you for your business!

Copy 1 Sales Department copy

Thank you for your business!

Copy 2 Customer copy / Invoice

Thank you for your business!

Copy 3 Packing Slip

This is to acknowledge that your purchase order, Number

We appreciate your business

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