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BBCG.10.01.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 1: Configuring the Controls (Digital)

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Before we start taking Sales Orders, we need to set up a few codes and controls to make our life a little easier. 

Some of these include the configuration of codes to be used within the orders themselves, such as the Sales OriginDelivery Terms, and Modes of Delivery. Others are configurations that will make the order entry process even more straightforward, like the Order Search feature and the Event Tracking feature.

This module will show how to configure the Sales Order Management Controls to ensure that our order process is as smooth as possible.

Topics Covered

  • Configuring the Accounts Receivable Parameters for Sales Order Management
  • Configuring Customer Reason Codes
  • Configuring Delivery Terms
  • Configuring Modes Of Delivery
  • Configuring Sales Order Origin Codes
  • Enabling Order Event Tracking
  • Configuring Order Search


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Sales Order Management within Dynamics 365 Supply Chain Management

Digital: 260 pages

Publisher: Blind Squirrel Publishing (July 4, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches

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