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BBCG.10.05.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 5: Configuring Sales Discounts (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.

Once we have the Sales Prices configured, the next area that we will want to look at is the Discounting capabilities within Dynamics 365. We can take advantage of a few different types of discounts within the system, including Line DiscountsMultiline Discounts, and Total Order Discounts.

With all these different discounting options, we will handle almost any discounting structure that we can think of.

This module will step through the setup and configuration of Discounting rules within Dynamics 365's Sales Order Management area of the system.

Topics Covered

  • Activating Trade Agreements For Use On Sales Orders
  • Creating Discount Trade Agreement Journal Names
  • Configuring Customer Line Discount Agreements
  • Creating Volume Tier Based Line Discounts
  • Creating Product Group Trade Agreement Journal Discounts
  • Creating a Multi-Line Discount Trade Agreement Journal


Series: Dynamics Companions Bare Bones Configuration Guides

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

Digital: 284 pages

Publisher: Blind Squirrel Publishing (July 10, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches

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