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BBCG.10.04.D365.WG.1.PDF: Configuring Sales Order Management within Dynamics 365 for Operations - Module 4: Configuring Sales Pricing (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.

Now that we have the Order to Invoice process configured, we can start refining our pricing and start creating price lists that are specific to products and customers and enable features like margin tracking and price detail inquiries within the system.

Topics Covered

  • Configuring the Sales Pricing Views
  • Viewing Price Details On Sales Orders
  • Enabling The Advanced Price Details Inquiry On Orders
  • Enabling Margin Alerts On Sales Orders
  • Configuring Trade Agreements
  • Activating Trade Agreements For Use On Sales Orders
  • Specifying The Pricing Storage Dimensions
  • Creating Trade Agreement Types To Track Different Pricing Structures
  • Creating A Base Price List With A Trade Agreement
  • Updating An Existing Trade Agreement
  • Viewing Pricing Agreements For Customers
  • Creating Customer Specific Price Lists
  • Creating Customer Pricing Groups
  • Configuring Smart Rounding
  • Configuring Tiered Pricing Agreements

Series: Dynamics Companions Bare Bones Configuration Guides

    Guide: Configuring Sales Order Management within Dynamics 365 for Operations

    PDF: 286 pages

    Publisher: Blind Squirrel Publishing (November 24th, 2018)

    Language: English

    Product Dimensions:  8.5 x 11 inches


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