Intro To Ceres: Agency Orders

Welcome to this Ceres training session, excerpted from the Ceres Inventory User Group. Presented by Scott Wiacek (Director of Applications, Feeding America) as part of an introductory training series, this tutorial covers the fundamentals of creating and managing *Agency Orders* in Ceres (built on Microsoft Dynamics NAV and Business Central). Whether you are exploring manual order creation, understanding how header data pulls from agency cards, managing item availability and qualifier logic, releasing orders to the warehouse, or navigating posted agency invoices and shipments, this session provides essential guidance for food bank staff and inventory administrators. --- 📌 TIMESTAMPS & CHAPTERS: 00:00 - Introduction & Quick Tip: Turning Off User Exit Notifications in Ceres 5 03:45 - Overview of Agency Orders: Purpose, Headers, and Line Items (Scott Wiacek) 05:10 - Three Ways to Create Agency Orders: Manual Entry, Agency List, & Agency Card Shortcuts 08:10 - General Tab: Reviewing Header Defaults, Safe Home Agency Setup, Shipping Methods, and Locations 09:40 - Controlling Dates: Shipment Dates, Order Dates, and Transaction Posting Dates 11:20 - Adding Order Lines: Item Lookup, Qualified Item Lists, and Handling Performance 15:05 - Available Quantity Calculations: How Open Orders, Returns, and Allocations Impact Stock 17:45 - Releasing Orders: Locking Order Entry and Handing Off to Warehouse Processing 19:40 - Q&A: Pulling Available Quantity in Jet Reports vs. System Calculations 21:30 - Post-Processing: Navigating Posted Agency Invoices, Shipments, and Correction Workflows --- 🔗 RESOURCES & RELATED LINKS: • Feeding America HungerNet Extranet: https://www.hungernet.org • Ceres Technical Documentation & User Guides: Available via Member Business Solutions on HungerNet. • For User Group invites and access inquiries, contact Connie Ahalt: cahalt@feedingamerica.org #Ceres #FeedingAmerica #FoodBankManagement #MicrosoftDynamicsNAV #BusinessCentral #InventoryManagement #AgencyOrders #WarehouseOperations #HungerNet