This is 6th to the point video in Sales order processing series, where I shared the manual charges applied on Sale Order Header. Hope this helps.
Sales and distribution
Sale Order Processing Part 5 Sales Order Confirmation Video- D365 for Finance and Operations
This is 5th video in Sales order processing D365 for finance and operations. Sales order creation and sale order confirmation.
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 Prospect.
When Customer Response against Sales Quotation, We can confirm Sales Quotation convert to Sales Sale order and Prospect convert to Customer.
Similar to Sales order , Sale quotation is added in lines section. When entry is complete, from top menu and sent Sales quotation, Print can be generated.
There are multiple options available against Sales Quotations as response. We can find these options are available on “follow up” top tab menu.
Confirm:, Customer send confirmation so Sales Quotation convert to into Sales Order.
Cancel: Sales Quotations can be cancel, possible there will be no response form Prospect.
Lost quotation: In the case of another company won the quotation we can set as Lost. It is some kind of cancel. After that quotation is closed for edit.
Two options also found in sales and marketing parameter form.
You find in General tab
Days campaign expire, means sales quotation automatic expire the create of sales quotation.
Sales follow up date automatically created quotation creation date plus date mentioned here.
Sales follow up means, date of sales Quotation is created plus days mentioned here in setup.
Customer Credit limit 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 => step up => Account Receivable parameters.
In Account receivable parameter form, you can found Credit limit option in Credit Rating menu
If you explore Credit limit type you find following options
On selecting None, which is default means, credit limit functionality is disabled. Balance means, credit limit check against
Customer current balance, Next option is balance plus amount generated against packing slip and Product Receipt.
Third option is Balance + all include Packing slip, sale order and transaction activities.
Next option is when message exceeding the limit
We find one more option is on this page. This option is either apply credit limit on free text Invoice on .
Now we can set credit limit on Customer page, For this open required Customer and form detail page you can update credit limit. You can find Credit limit in Credit and collections fast tab
For more detail explore following link:
Sale Order processing In Dynamics Ax 2012 R3 part 1
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 order” menu.
Click on it and open sales order
Now click on top Sales button
A new popup or dialog open
Select customer for against you want to enter sale Order. For example I create Sales order for Cave wholesales customer.
Now expand General fast tab. Customer Invoice Account is already selected, we can also change Currency, currently I select USD.
If we explore Order type. We find five type of sales order
We explore more, we found
Journal: If we select sales order of type Journal. There is no financial and Inventory impact of sales order. It will be draft sale order.
Subscription: We can create periodic re-occurring sales orders.
Sales Order: Sales order type will be have impact on financial and Inventory. It means, items or services are deliver to customer.
Return Order: We can register sales return, Item quantity will received back from customer and customer credit note will be generate against the sale order.
Item requirement: This type of sales order related to project requirements.
Please select Sales Order and click on ok.
From Administrator fast tab, you can also select sales order origin for example we are register sales order from phone call, mail, fax or email. Similarly I also select Sales responsible.
Click ok to Create Sales Order
It will open Sales order detail page. By default it will open Item view
Now we select Item for sales and Item configuration.
Other Item other dimension can be set like warehouse and site.
For current sales line I enter 2 percent discount amount.
Similarly we can create multiple items.
Sales from action pane click on Sell tab and click on confirm button
Posting a Sale Order confirmation will nothing more record keeping the document. It is just create a receipt for insure customer that your sale order is booked or confirm,
You can generate print and click OK to confirm it
I confirmed the sales order multiple times, you can see the confirmation history from sell action tab strip
Further sale order processing will be in next post
Sales Quotations In Dynamics Ax 2012 R3.
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 prospects may be person, organization or individuals. They register In Dynamics Ax 2012 is very similarly as customer register. Only difference between customer and prospect is that prospect has no financial impact. They are just record keeping or register sales of Quotation. But in the case of client accepts the sales quotation, the prospect must be converted into customer and sale quotation into sales order.
Now we go to create a new prospect and then send sales quotation, and accept the sales quotation to convert Sales Order.
At the time of writing this article I am using Dynamics Ax 2012 R3 Cu9 with demo license.
Open Ax client and go in Sales and marketing module.
Sales and Marketing=> Common=> Prospects => All prospects
List page of all prospects open, click on prospect and open a create a new prospect form.
For current article I want to create prospect for person type. I select Person from drop down. Entry required highlighted and click on save and open to prospect detail page,
From detail form you can change Type Id to customer / vendor or let it prospect, I left it as prospect as default value selected. You can also update sales tax group for prospect.
Now click on top menu click on sell and then click on Sales Quotation
A new Sales Quotation form will open
Form is very similar to sales order, but having very limited option as compare to sales order.
For current example we select two items and described 100 items per 100 dollar as unit price.
Save it now open to quotation tab. And click on send Quotation
If you want print on click on “Print quotation” chick box and click on ok
Info box appears to show infobox.
Now we got feedback from client, for this open sales quotation and from follow tab strip You will find confirm, cancel and lost quotation button.
As we member we did not change the type of Prospect to customer so AX will not let you confirm sales quotation. In the case of rejection or cancel you can click on cancel or lost button to reject the sales quotation.
For current example, we assume that our sales quoatation is accepted and new we convert this sale quotation into sales order. First step to convert prospect into customer, for this click on convert to customer , you will find small popup form. Where you can enter customer account.
After entering new customer account, you can check that account number is valid, click on check button, for example I added the small length customer account and following error message shows
Now enter account with required length check and then press ok.
You can see that after converting prospective into customer, Confirmation button is enabled
Click on confirm to convert this into sales order
Click ok, Sales Quotation converts into sales order
If we open sales order list page we find a new sales order created against sales quotation.
