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 Prospect. When Customer Response against … [Read more...] about Sales Quotations Dynamics 365 for Finance and operations.
Sale Order Process
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 and marketing modules. Customer basic information is saved per legal entity but his Name, address and contact save in global address book. That can be reusable … [Read more...] about Customer in Dynamics 365 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