What you'll learn

1 Sales order processing

1.1 Introduction

1.2 Mastering sales order and charge codes

1.3 What are summary updates in sales orders?(

1.4 Summary update continued

2. Party and Customer Associations

2.1 Customer contacts and party links

2.2 Exploring customer divisions using party

3. Discussion on sales order lead time

3.1 Delivery date controls with ATP time fence

3.2 Transport lead time, Calendars, and Order entry deadlines

4. Sales commissions

4.1 Sales commissions process in D365

5. Direct Delivery

5.1 Direct Delivery process

5.2 Direct Delivery process in automation

6. Return Sales Orders

6.1 Understanding the customer return process

6.2 Customer returns, Disposition codes and Re-stocking fee

6.3 Sales Credit Process

Requirements

Required to watch the Part -1,2,3 ,4 ,5 ,6 & 7 of this course before proceeding with Part 8

Basic knowledge about legal entity creation and other topics discussed in the part 1,2,3,4 and 5 of this course series

Good to have a trail or test environment to practise all scenarios covered during this course

Description

I hope you have enjoyed watching Part 1 ,2 ,3, 4 ,5 ,6 & 7 . Welcome to the Part 8 of this ultimate masterclass for Microsoft Dynamics 365 Finance and Operations Application. This multi-part series is like a mini-implementation project, carefully tailored to provide the audience with incremental knowledge on Microsoft Dynamics 365 Finance and Operations. The motive of this series is to ensure that the audience learns everything about finance and operations from scratch, with real-life examples, starting from the creation of a new legal entity/company to all essential modules such as general ledger, product information management, procurement sourcing, sales and marketing, accounts payable, accounts receivable, and more. By the completion of all eight parts, you will have a fully functioning legal entity with all the key transactions needed to start your implementation projects with confidence and speed.Below is the content for part eight: 1. Sales order processing 1.1 Introduction1.2 Mastering sales order and charge codes 1.3 What are summary updates in sales orders?1.4 Summary update continued 2. Party and Customer Associations · 2.1 Customer contacts and party links · 2.1 Exploring customer divisions using party 3. Discussion on sales order lead time · 3.1 Delivery date controls with ATP time fence · 3.2 Transport lead time, Calendars, and Order entry deadlines 4. Sales commissions · 4.1 Sales commissions process in D365 5. Direct Delivery · 5.1 Direct Delivery process ( manual ) · 5.2 Direct Delivery process in automation 6. Return Sales Orders · 6.1 Understanding the customer return process · 6.2 Customer returns, disposition codes and re-stocking fee· 6.3 Return Orders , Vendor return and replacement order.· 6.4 Returns using sales credits.· 6.5 Conclusion