Category: Sale Order Process

Line level Charges Sales Order Processing Dynamics 365 for finance and operations

Hi all, here is another youtube video. I used to explore things and  them document. Here I documented line level charges on sales order applied based on customer charges group and Item Charges group....

Sale Order Processing Part 4 Line Level Discount Sales Trade Agreement Video- D365 for Finance and Operations

Sale Order Processing Part 4 Line Level Discount Sales Trade Agreement Video- D365 for Finance and Operations

Fourth video in Sale order processing video series. I shared very precise how to, Line level discount trade agreement and apply it on Sales order.

Sale Order Processing Part 3 Price Listing Sales Trade Agreement Video- D365 for Finance and Operations

This is third video in Sale order Processing series using D365 for finance and operations. We use trade agreements for Price listing for Customer or group of customers.  

Sales Quotations Dynamics 365 for Finance and operations.

In response to Customer/ prospect  request for quotation. Sale and marketing department generate Sales Quotations.   This Sales quotation can be generate existing customer. Otherwise D365 OF provide functionality to  register sales Quotation against...

Customer in Dynamics 365 for Finance and Operations

Every organization sold product or services to Customer. These Customer are main source of income to these organization. In Dynamics 365 for finance and operations we can create customer in Account receivable and sales...