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. https://www.youtube.com/watch?v=Ajg9n41zlxo … [Read more...] about Sale Order Processing Part 3 Price Listing Sales Trade Agreement Video- D365 for Finance and Operations
Sales and Distribution
https://www.youtube.com/watch?v=OLCMAMm3Tps … [Read more...] about Sale Order Processing Part 1 Customer Creation Video- D365 For Finance and Operations
We can set credit limit for customer. Customer can purchase product or services up to certain limit. Even D365 for finance and operations provide us option to generate error message and stop processing of Sale order or just show error message and let the transaction happened. For this you have to enable customer credit limit option from Account Receivable => … [Read more...] about Customer Credit limit in Dynamics 365 for Finance and Operations
In dynamics Ax 2012, we can sale stock Item and service Item through sales orders. We can create sales order from Sales and Marketing module or Account receivables module. Currently I am creating and exploring Sales order on demo data contoso data and legal entity UsMF. Open Sales and distribution module and from common menu expand sales order and click on "All Sales … [Read more...] about Sale Order processing In Dynamics Ax 2012 R3 part 1
Sales process usually starts with Request for Quotation. And result Sales Quotation generates and send to client. These clients were possible two types. Either they were register customer with organization or they were first time come to register. These first time client which possible become customer or reject our quotation handle as Prospect in Dynamics Ax 2012. These … [Read more...] about Sales Quotations In Dynamics Ax 2012 R3.