Chapter 15: Order-to-Cash Transactions
Every company has something they think of as their sales (which makes up their Accounts Receivables (A/R)), even if they're a non-profit business. For this side of the business, we have the Order-To-Cash (OTC) transactions, including Opportunities, Estimates, Cash Sales and Sales Orders, Fulfillments, Invoices and Payments, and Returns and Credits. We tend to spend a good percentage of time in any implementation project working out the details of these transactions, so get ready for a longer-than-usual chapter.
In this chapter, we will cover the following topics:
- Using Opportunities and Estimates before sales
- Recording sales via Sales Orders and Cash Sales
- Managing Item Fulfillments for sales, transfers, ...
Get NetSuite for Consultants now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
