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BBCG.10.06.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 6: Configuring Sales Charges (Digital)

  • 1995

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. Sometimes we want to add a charge or adjustment to our sales orders.  These charges could be for freight, handling, packaging, penalties, dings & dents markdowns, and just because of adjustments.  And these could be associated with the order in general or just specific to the individual product lines.  But we don’t want to have to create products to add to the sales order because it’s just a maintenance headache to remove these from reports, and it just looks untidy.

Don’t worry. Dynamics 365 Supply Chain Management has an additional feature that we can use within the Sales Orders called Charges that we can use to make miscellaneous adjustments to sales orders and sales order lines at any time. These can also post to their main accounts within the ledger to track their costs. They can even be set up as automatic charges that are always applied to the orders.

For anything that we don’t want to set up a price or discount structure for, these charges will handle it.

Topics Covered

  • Configuring Charge Codes
  • Manually Adding Order Charges on Sales Orders
  • Creating Customer Charge Groups
  • Adding Customers to Order Charge Groups
  • Creating Automatic Customer Charge Rules
  • Creating Item Charge Groups
  • Adding Products to Item Charge Groups
  • Creating Automatic Item Charge Rules


Series: Dynamics Companions Bare Bones Configuration Guides

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

Digital: 202 pages

Publisher: Blind Squirrel Publishing (July 11, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches

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