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BBCG.10.D365.1.PDF: Configuring Sales Order Management

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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.


Modules Included:

Module 1: Configuring the Sales Order Management Controls

Module 2: Configuring Sales Categories

Module 3: Processing Sales  Orders

Module 4: Configuring Sales Pricing

Module 5: Configuring Sales Order Discounts

Module 6: Configuring Order Charges


Series: Dynamics Companions Bare Bones Configuration Guides

    Guide: Configuring Sales Order Management within Dynamics 365 for Operations

    Language: English

    Product Dimensions:  8.5 x 11 inches

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