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BBCG.10.06.D365.WG.1.PDF: Configuring Sales Order Management within Dynamics 365 for Operations - Module 6: Configuring Order Charges (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.

Sometimes you just want to add an additional charge or adjustment to your sales orders. These charges could be for things like 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 you don’t really want to have to create products for them on the 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 has an additional feature that you can use within the Sales Orders called Charges that you could use to make miscellaneous adjustments to sales orders and sales order lines at any time. These can also post to their own main accounts within the ledger so that you can track their costs and they can even be set up as automatic charges that are always applied to the orders.

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

Topics Covered

  • Configuring Charge Codes
  • Creating Customer Charge Groups
  • Creating Automatic Customer Charge Rules
  • Creating Item Charge Groups
  • Creating Automatic Item Charge Rules

Series: Dynamics Companions Bare Bones Configuration Guides

    Guide: Configuring Sales Order Management within Dynamics 365 for Operations

    PDF: 134 pages

    Publisher: Blind Squirrel Publishing (November 25, 2018)

    Language: English

    Product Dimensions:  8.5 x 11 inches

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