In this episode we are going to get started with the basics of the sales order creation in dynamics 365. If the customer agrees to the proposal and orders the goods or services, you have to create a sales order as the basis for order fulfilment. Like a purchase order, a sales order consists of a header, which contains the common data of the whole order (e.g., customer data), and one or more lines, which contain the ordered items(products or sales categories).
Optionally, you can post an order confirmation and send it to the customer electronically or as a printed document. Posting the order confirmation stores the confirmation. For this reason, you can always view the order confirmation with its original content, no matter if the sales order has been modified later on. In order to manage long-term contracts (blanket orders), you can use sales agreements in Dynamics 365 ( will be covered in future videos). If you want to issue a shipment related to the blanket order later, create a release order with a partial quantity of the sales agreement. Release orders are regular sales orders which are assigned to the agreement.
Do you enjoy watching Techtalk365 tutorial videos?
Do you wish to watch them ads-free and well-organized by topics?
Do you want lifetime access to all of them?
They are now available on Udemy:
( More parts coming soon !! Start watching now )
Part 1 : www.udemy.com/...
Part 2 : www.udemy.com/...
Part 3: www.udemy.com/...
Part 4: www.udemy.com/...
Part 5 : www.udemy.com/...
Part 6 : www.udemy.com/...
29 авг 2024
