D365 FO

Configuring Sales Order Management within Dynamics 365 F&O

The Sales Order Management area within Dynamics 365 Supply Chain Management allows us to manage and track customer contact information and marketing activities. It also allows us to manage all your sales order activities within your organization. It is where we can configure our sales hierarchies, enabling us to organize all your products into more manageable groups. We can also initiate sales orders, manage the changes to the orders, and manage all our standard pricing and discount masters. All these transactions then feed down into the Accounts Receivable module, making the whole sales cycle seamless.

Setting up the Sales Order Management details is not hard either. This guide is designed to give step-by-step instructions to show how to set up the Sales order Processing area and how most of the base components of the module work to get up and running and take sales orders. There are many helpful order management features hidden within the Order Management area of Dynamics 365 Supply Chain Management.

Topics Covered:

Configuring the Sales Order Management Controls
Configuring Sales Categories
Processing Sales Orders
Configuring Price Lists
Configuring Discounts
Configuring Order Charges
Configuring Item Lists
  • Section 1: Configuring the Sales Order Management Controls
  • Introduction
Completion rules
  • All units must be completed