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BBCG.10.07.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 7: Configuring Customer Item Lists (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. There are many helpful order management features hidden within the Order Management area of Dynamics 365 Supply Chain Management.

One such feature is creating lists of items that the customers commonly order and then creating the order lines directly from these Item lists without the need to enter any of the individual lines.

These Item lists can be created manually or automatically based on the customer's order history.

In this module, we will look at how we can create Item lists and how they are used when creating sales orders.


Topics Covered

  • Creating Customer Order History
  • Creating Item List Templates
  • Using Item Template Lists Within Sales Orders

 

Series: Dynamics Companions Bare Bones Configuration Guides

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

Digital: 61 pages

Publisher: Blind Squirrel Publishing (July 22, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches


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