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BBCG.10.01.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 1: Configuring the Controls (Digital)

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The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked the system to make it work perfectly.

The Sales Order Management area within Dynamics 365 Supply Chain Management allows us to manage and track customer contact information and marketing activities.  It also allows us to manage all your sales order activities within your organization.  It is where we can configure our sales hierarchies, enabling us to organize all your products into more manageable groups.  We can also initiate sales orders, manage the changes to the orders, and manage all our standard pricing and discount masters. All these transactions then feed down into the Accounts Receivable module, making the whole sales cycle seamless.

Setting up the Sales Order Management details is not hard either.  This guide is designed to give step-by-step instructions to show how to set up the Sales order Processing area and how most of the base components of the module work to get up and running and take sales orders. Before we start taking Sales Orders, we need to set up a few codes and controls to make our life a little easier. 

Some of these include the configuration of codes to be used within the orders themselves, such as the Sales OriginDelivery Terms, and Modes of Delivery. Others are configurations that will make the order entry process even more straightforward, like the Order Search feature and the Event Tracking feature.

This module will show how to configure the Sales Order Management Controls to ensure that our order process is as smooth as possible.

Topics Covered

  • Configuring the Accounts Receivable Parameters for Sales Order Management
  • Configuring Customer Reason Codes
  • Configuring Delivery Terms
  • Configuring Modes Of Delivery
  • Configuring Sales Order Origin Codes
  • Enabling Order Event Tracking
  • Configuring Order Search


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Sales Order Management within Dynamics 365 Supply Chain Management

Digital: 260 pages

Publisher: Blind Squirrel Publishing (July 4, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches

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