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BBCG.10.05.D365.WG.1.PDF: Configuring Sales Order Management within Dynamics 365 for Operations - Module 5: Configuring Sales Order Discounts (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.

Once you have the Sales Prices configured, the next area that you will probably want to look at are the Discounting capabilities within Dynamics 365. There are a few different types of discounts that you may want to take advantage of within the system, including Line Discounts, Multiline Discounts and also Total Order Discounts. With all of these different discounting options you will probably be able to handle almost any discounting structure that you can think of.

Topics Covered

  • Configuring Sales Order Discounts
  • Creating Trade Agreement Types to Track Discounting
  • Configuring Customer Line Discount Agreements
  • Creating Tiered Volume Based Line Discounts
  • Creating Product Group Discounts
  • Creating Multi-Line Product Discount Groups

Series: Dynamics Companions Bare Bones Configuration Guides

    Guide: Configuring Sales Order Management within Dynamics 365 for Operations

    PDF: 122 pages

    Publisher: Blind Squirrel Publishing (November 24, 2018)

    Language: English

    Product Dimensions:  8.5 x 11 inches

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