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
This is 5th video in Sales order processing D365 for finance and operations. Sales order creation and sale order confirmation.
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.
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 […]
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 […]
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 […]
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 […]