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BBCG.10.01.D365.WG.1.PDF: Configuring Sales Order Management within Dynamics 365 for Operations - Module 1: Configuring the Sales Order Management Controls (Digital)

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The Sales and Marketing area within Dynamics AX not only allows you to manage and track all of the customer contact information and marketing activities, but it also allows you to manage all of your sales order activities within your organization. It is where you can configure your sales hierarchies, which allow you to organize all of your products into more manageable groups, and it is also where you can initiate sales orders, manage the changes to the orders, and also manage all of your standard pricing and discount masters. All of these transactions then feed down into the Accounts Receivable module, making the whole sales cycle seamless.

Setting up the Sales Order Management details are not hard either and this guide is designed to give you step by step instructions to show you how to set up the Sales area, and also show you how most of the base components of the module work so that you can get you up and running and taking sales orders.

Before we start taking Sales Orders there are a few codes and controls that we need to set up to make our life a little easier.  Some of these include the configuration of codes to be used within the orders themselves like the Sales Origin, Delivery Terms, and Modes of Delivery, and others are just configurations that will make you order entry process even easier. Like the Order Search feature and the Event Tracking feature. 

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 Parameters 

Series: Dynamics Companions Bare Bones Configuration Guides

    Guide: Configuring Sales Order Management within Dynamics 365 for Operations

    PDF: 197 pages

    Publisher: Blind Squirrel Publishing (September 5, 2018)

    Language: English

    Product Dimensions:  8.5 x 11 inches

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