{"title":"BBCG.10.D365.2: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition)","description":"\u003cp data-mce-fragment=\"1\"\u003eThe Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eRecently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked the system to make it work perfectly.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThe 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.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eSetting 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.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eTopics Covered:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring the Controls\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Sales Categories\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eProcessing Sales Orders\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Price Lists\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Discounts\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Order Charges\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Item Lists\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Returns and Credits\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Order Holds\u003c\/li\u003e\n\u003c\/ul\u003e","products":[{"product_id":"bbcg-10-d365-1-pdf-configuring-sales-order-management","title":"BBCG.10.D365.1.PDF: Configuring Sales Order Management","description":"\u003cheader class=\"section-header\"\u003e\n\u003cdiv class=\"rte rte--header\"\u003e\n\u003cp\u003eThe Sales and Marketing area within Dynamics AX not only allows you to manage and track all of the customer contact information and marketing activities, but it also allows you to manage all of your sales order activities within your organization. It is where you can configure your sales hierarchies, which allow you to organize all of your products into more manageable groups, and it is also where you can initiate sales orders, manage the changes to the orders, and also manage all of your standard pricing and discount masters. All of these transactions then feed down into the Accounts Receivable module, making the whole sales cycle seamless.\u003c\/p\u003e\n\u003cp\u003eSetting up the Sales Order Management details are not hard either and this guide is designed to give you step by step instructions to show you how to set up the Sales area, and also show you how most of the base components of the module work so that you can get you up and running and taking sales orders.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/header\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModules Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1: \u003c\/strong\u003eConfiguring the Sales Order Management Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Sales Categories\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eProcessing Sales  Orders\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Sales Pricing\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring Sales Order Discounts\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 6: \u003c\/strong\u003eConfiguring Order Charges\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eConfiguring Sales Order Management within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13450210017324,"sku":"BBCG.10.D365.1.PDF","price":79.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_c982750e-2e36-4d3a-b4b4-c218ef7f4157.png?v=1547990391"},{"product_id":"bbcg-10-01-d365-2-pdf-configuring-sales-order-management-within-dynamics-365-scm-second-edition-module-1-configuring-the-controls-digital","title":"BBCG.10.01.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 1: Configuring the Controls (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eBefore we start taking Sales Orders, we need to set up a few codes and controls to make our life a little easier. \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eSome of these include the configuration of codes to be used within the orders themselves, such as the \u003cstrong data-mce-fragment=\"1\"\u003eSales Origin\u003c\/strong\u003e, \u003cstrong data-mce-fragment=\"1\"\u003eDelivery Terms\u003c\/strong\u003e, and \u003cstrong data-mce-fragment=\"1\"\u003eModes of Delivery\u003c\/strong\u003e. Others are configurations that will make the order entry process even more straightforward, like the \u003cstrong data-mce-fragment=\"1\"\u003eOrder Search \u003c\/strong\u003efeature and the \u003cstrong data-mce-fragment=\"1\"\u003eEvent Tracking\u003c\/strong\u003e feature.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis module will show how to configure the Sales Order Management Controls to ensure that our order process is as smooth as possible.\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring the Accounts Receivable Parameters for Sales Order Management\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Customer Reason Codes\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Delivery Terms\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Modes Of Delivery\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Sales Order Origin Codes\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eEnabling Order Event Tracking\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Order Search\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Sales Order Management within Dynamics 365 Supply Chain Management\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e260 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (July 4, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":40464334225586,"sku":"BBCG.10.01.D365.2.PDF","price":14.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_9837db78-8874-40ce-83a1-568a43a31ac4.png?v=1625410917"},{"product_id":"bbcg-10-02-d365-2-pdf-configuring-sales-order-management-within-dynamics-365-scm-second-edition-module-2-configuring-order-categories-digital","title":"BBCG.10.02.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 2: Configuring Order Categories (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eLike Procurement, Sales can also set up the \u003cstrong data-mce-fragment=\"1\"\u003eCategories\u003c\/strong\u003e, allowing us to segregate our products and easily find them within the ordering process.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis module will show how we can set them up and link them with our Products.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Category Hierarchies\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Category Hierarchy Types\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Sales Categories\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eMaintaining Products with the Released Products By Category Maintenance Page\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Sales Order Management within Dynamics 365 Supply Chain Management\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e112 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (July 6, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":40477537829042,"sku":"BBCG.10.02.D365.2.PDF","price":7.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_5900b96b-e2e0-41dd-bf6c-b08b73af6f3a.png?v=1625568460"},{"product_id":"bbcg-10-03-d365-2-pdf-configuring-sales-order-management-within-dynamics-365-scm-second-edition-module-3-processing-sales-orders-digital","title":"BBCG.10.03.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 3: Processing Sales Orders (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eNow that we have all the codes and controls set up, we can start creating \u003cstrong data-mce-fragment=\"1\"\u003eSales Orders\u003c\/strong\u003e, ship them, and then create our Receivable Invoices to get money.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will walk through the order to invoice process within the system.\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Base Sales Prices For Products\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating a New Sales Order\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Order Confirmations\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003ePicking and Shipping the Sales Order\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eInvoicing The Sales Order\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eViewing The Sales Invoice Voucher\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Sales Order Management within Dynamics 365 Supply Chain Management\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e137 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (July 7, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":40486788464818,"sku":"BBCG.10.03.D365.2.PDF","price":7.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_2bf6c812-5bfb-4b25-bdd3-cfcab35cefa9.png?v=1625689796"},{"product_id":"bbcg-10-04-d365-2-pdf-configuring-sales-order-management-within-dynamics-365-scm-second-edition-module-4-configuring-price-lists-digital","title":"BBCG.10.04.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 4: Configuring Price Lists (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eNow that we have the Order to Invoice process configured, we can start refining our pricing and creating price lists specific to products and customers and enabling features like margin tracking and price detail inquiries within the system.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis module will step through the various pricing configuration options available within the system and some additional pricing tools such as the Smart Rounding feature.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eActivating Trade Agreements Pricing For Use On Sales Orders\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eSpecifying The Pricing Storage Dimensions\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating the Trade Agreement Pricing Journal Names\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating A Base Price List Trade Agreement\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eViewing Sales Prices Associated With A Product\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eRevising an Existing Trade Agreement\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eUsing Excel to Update Price Trade Agreement Journals\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eViewing Pricing Agreements For Customers\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Customer Specific Price Lists\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Customer Group Trade Agreement Journals\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Smart Rounding\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Tiered Pricing Trade Agreement Journals\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Sales Order Management within Dynamics 365 Supply Chain Management\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e402 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (July 9, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":40497967202482,"sku":"BBCG.10.04.D365.2.PDF","price":22.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_24e0e33f-7f21-457c-9264-34e45d30ea3e.png?v=1625844100"},{"product_id":"bbcg-10-05-d365-2-pdf-configuring-sales-order-management-within-dynamics-365-scm-second-edition-module-5-configuring-sales-discounts-digital","title":"BBCG.10.05.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 5: Configuring Sales Discounts (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eOnce we have the Sales Prices configured, the next area that we will want to look at is the Discounting capabilities within Dynamics 365. We can take advantage of a few different types of discounts within the system, including \u003cstrong data-mce-fragment=\"1\"\u003eLine Discounts\u003c\/strong\u003e, \u003cstrong data-mce-fragment=\"1\"\u003eMultiline Discounts, \u003c\/strong\u003eand \u003cstrong data-mce-fragment=\"1\"\u003eTotal Order Discounts\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eWith all these different discounting options, we will handle almost any discounting structure that we can think of.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis module will step through the setup and configuration of Discounting rules within Dynamics 365's Sales Order Management area of the system.\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eActivating Trade Agreements For Use On Sales Orders\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Discount Trade Agreement Journal Names\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Customer Line Discount Agreements\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Volume Tier Based Line Discounts\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Product Group Trade Agreement Journal Discounts\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating a Multi-Line Discount Trade Agreement Journal\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Sales Order Management within Dynamics 365 Supply Chain Management\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e284 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (July 10, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":40502760734898,"sku":"BBCG.10.05.D365.2.PDF","price":14.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_a34c109c-0f0f-4e40-8854-50d60b1127b8.png?v=1625926018"},{"product_id":"bbcg-10-06-d365-2-pdf-configuring-sales-order-management-within-dynamics-365-scm-second-edition-module-6-configuring-sales-charges-digital","title":"BBCG.10.06.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 6: Configuring Sales Charges (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eSometimes we want to add a charge or adjustment to our sales orders.  These charges could be for freight, handling, packaging, penalties, dings \u0026amp; dents markdowns, and just because of adjustments.  And these could be associated with the order in general or just specific to the individual product lines.  But we don’t want to have to create products to add to the sales order because it’s just a maintenance headache to remove these from reports, and it just looks untidy.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eDon’t worry. Dynamics 365 Supply Chain Management has an additional feature that we can use within the Sales Orders called \u003cstrong data-mce-fragment=\"1\"\u003eCharges\u003c\/strong\u003e that we can use to make miscellaneous adjustments to sales orders and sales order lines at any time. These can also post to their main accounts within the ledger to track their costs. They can even be set up as automatic charges that are always applied to the orders.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eFor anything that we don’t want to set up a price or discount structure for, these charges will handle it.\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Charge Codes\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eManually Adding Order Charges on Sales Orders\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Customer Charge Groups\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eAdding Customers to Order Charge Groups\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Automatic Customer Charge Rules\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Item Charge Groups\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eAdding Products to Item Charge Groups\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Automatic Item Charge Rules\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Sales Order Management within Dynamics 365 Supply Chain Management\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e202 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (July 11, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":40505322668210,"sku":"BBCG.10.06.D365.2.PDF","price":12.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_6e350898-cb26-49ef-b6f1-ae099c6dfb7b.png?v=1626000625"},{"product_id":"bbcg-10-07-d365-2-pdf-configuring-sales-order-management-within-dynamics-365-scm-second-edition-module-7-configuring-customer-item-lists-digital","title":"BBCG.10.07.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 7: Configuring Customer Item Lists (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eThere are many helpful order management features hidden within the Order Management area of Dynamics 365 Supply Chain Management.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eOne such feature is creating lists of items that the customers commonly order and then creating the order lines directly from these \u003cstrong data-mce-fragment=\"1\"\u003eItem lists\u003c\/strong\u003e without the need to enter any of the individual lines.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThese Item lists can be created manually or automatically based on the customer's order history.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will look at how we can create \u003cstrong data-mce-fragment=\"1\"\u003eItem lists\u003c\/strong\u003e and how they are used when creating sales orders.\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Customer Order History\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Item List Templates\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eUsing Item Template Lists Within Sales Orders\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Sales Order Management within Dynamics 365 Supply Chain Management\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e61 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (July 22, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":40588057706674,"sku":"BBCG.10.07.D365.2.PDF","price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_e7623ccd-6af9-4a5b-8d85-4dbefc51b80a.png?v=1626976537"},{"product_id":"bbcg-10-08-d365-2-pdf-configuring-sales-order-management-within-dynamics-365-scm-second-edition-module-7-configuring-sales-order-returns-and-credits-digital","title":"BBCG.10.08.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 8: Configuring Sales Order Returns and Credits (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eSometimes there are cases where customers will want to return products that they have ordered.  Maybe they didn’t like the product, or they ordered the incorrect product.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eSometimes, it’s our fault because we sent them the wrong product, or it didn’t work quite right.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eWe may also want to handle these returns differently based on the type of return.  Maybe we want to credit the customer.  Perhaps we want to receive the product back into inventory or, sometimes we may like to send the customer a replacement item.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eWe can handle all these scenarios within Dynamics 365 Supply Chain Management by configuring the returns management features within the Order Management area.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will learn how to configure the return functionality, the disposition options for our returns, and see the returns and credits in action.\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Return Disposition Codes\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Return Reason Code Groups\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Return Reason Codes\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating A Return Order\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating A Credit Note Directly From Sales Orders\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Sales Order Management within Dynamics 365 Supply Chain Management\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e182 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (July 31, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Blind Squirrel Publishing","offers":[{"title":"Default Title","offer_id":40642118746290,"sku":"BBCG.10.08.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_8429dec8-9a6e-4dfe-9f3e-67231894d599.png?v=1627736927"},{"product_id":"bbcg-10-09-d365-2-pdf-configuring-sales-order-management-within-dynamics-365-scm-second-edition-module-9-configuring-sales-order-holds-digital","title":"BBCG.10.09.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 9: Configuring Sales Order Holds (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eWhen we are entering orders, but before order submission and confirmation, we may want to put a hold on our order to prevent it from being released to the warehouse for further processing. It may be because the customer who is placing the order might not be ready to commit to it, or critical data required to process the order might be missing.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eWe can do that within Dynamics 365 Supply Chain Management with Order hold codes that we can set up in the system and then use them as we maintain the orders.  Later, we can release the order holds, and the order will be ready to be confirmed and released to the shipping department.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eThis module will show how we can set up order hold codes and use them within the system to hold and release orders.\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring the Order Hold Controls\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Sales Order Hold Codes\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eUsing Order Hold Codes to Place Orders On Hold\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eRemoving Orders From Hold using the Order Holds Page\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eSeries:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003eGuide:\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eConfiguring Sales Order Management within Dynamics 365 Supply Chain Management\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eDigital:\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003c\/b\u003e86 pages\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003ePublisher:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eBlind Squirrel Publishing (August 2, 2021)\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eLanguage:\u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cb data-mce-fragment=\"1\"\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":40652337447090,"sku":"BBCG.10.09.D365.2.PDF","price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_003bf170-3b46-4731-9586-b6477343f381.png?v=1627902654"},{"product_id":"bbcg-10-d365-5-pdf-configuring-sales-order-management-within-dynamics-365-erp-fifth-edition-copy","title":"BBCG.10.D365.5.PDF: Configuring Sales Order Management within Dynamics 365 ERP (Fifth Edition)","description":"\u003cp class=\"MsoNormal\"\u003eFor the Waterdeep Trading Company, every sale tells a story: a guild master ordering enchanted satchels, an adventurer restocking supplies before a journey along the Sword Coast, or a noble house commissioning a bulk shipment of fine textiles. The Sales Order Management module in Dynamics 365 Supply Chain Management is where those stories become structured, traceable transactions that flow from customer demand through fulfillment, invoicing, and financial reporting.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eSales Order Management is the operational heart of the order-to-cash cycle. It governs the controls that shape order behavior, the categories that organize the product catalog for selling, the full lifecycle of a sales order from creation through shipping and invoicing, and the pricing, discount, and charge strategies that determine what customers pay. It also provides tools for managing item lists, processing returns, and applying holds to orders that require review before progressing. Greta Ironfist expects every order to be accurate, every price to be fair, and every shipment to be tracked from warehouse to customer. These labs ensure that the system delivers on that expectation at every step.\u003c\/p\u003e\n\u003cp class=\"GuideSubheading\"\u003e\u003cstrong\u003eWhat You Will Learn in This Guide\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eSales Order Management Controls:  \u003c\/strong\u003eConfigure the foundational parameters, reason codes, delivery terms, modes of delivery, origin codes, event tracking, and search features that govern how sales orders behave across the system.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eSales Categories:  \u003c\/strong\u003eBuild and maintain the sales category hierarchy that organizes the product catalog for selling. This module covers hierarchy creation, role assignment, category details, attributes, and released product maintenance.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eSales Orders:  \u003c\/strong\u003eExecute the complete order-to-invoice process: configuring base sales prices, creating sales orders, confirming orders, picking and shipping, invoicing, and reviewing voucher postings.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eSales Pricing:  \u003c\/strong\u003e\u003cspan style=\"font-size: 1.0pt; mso-bidi-font-size: 11.0pt; color: white; display: none; mso-hide: all;\"\u003e\u003c\/span\u003eConfigure flexible pricing strategies using trade agreements, including base and customer-specific price lists, customer group agreements, tiered pricing, smart rounding, and Excel-based mass updates.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eSales Discounts:  \u003c\/strong\u003eSet up and apply discounting rules through trade agreement journals, including customer-specific, volume-based, product group, and multiline discount structures.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eSales Order Charges:  \u003c\/strong\u003eCapture costs that fall outside product pricing, such as freight, handling, and surcharges. This module covers charge codes, manual charges, customer and item charge groups, and automatic charge rules.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eSales Item Lists:  \u003c\/strong\u003eStreamline repeat order entry by generating curated product lists from customer order history and applying them to new sales orders.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eSales Returns:  \u003c\/strong\u003eHandle products returned after purchase using return reason codes, disposition codes, formal return orders, and credit notes issued directly from invoiced sales orders.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eSales Holds:  \u003c\/strong\u003e\u003cspan style=\"font-size: 1.0pt; mso-bidi-font-size: 11.0pt; color: white; display: none; mso-hide: all;\"\u003e\u003c\/span\u003eApply controlled pauses to sales orders using hold codes that prevent premature fulfillment. This module covers hold configuration, application, monitoring, and release processes.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eBy completing these labs, we will have established a comprehensive Sales Order Management framework for the Waterdeep Trading Company, ensuring that every order is structured, every price is accurate, and every shipment is tracked from the bustling markets of Waterdeep to customers across Faerûn.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eAdvanced Dungeons \u0026amp; Dynamics 365 Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring Procurement and Sourcing within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital: \u003c\/b\u003e312 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eFifth\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (March 2026)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Blind Squirrel Publishing","offers":[{"title":"Default Title","offer_id":47180950667442,"sku":"BBCG.10.D365.5.PDF","price":34.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/BBCG.10.D365.5SalesOrderManagement_Page_001.png?v=1773401268"}],"url":"https:\/\/www.blindsquirrelpublishing.com\/collections\/bbcg-10-d365-2-configuring-sales-order-management-within-dynamics-365-scm-second-edition\/edition_fifth-edition.oembed","provider":"Blind Squirrel Publishing","version":"1.0","type":"link"}