
Explore part eight of the MS Dynamics 365-Finance & Operations-MB300 course, expanding on sales order processing with commissions, returns, direct delivery, and customer and party scenarios.
Master charge codes in the sales order workflow of Microsoft Dynamics 365, covering automatic line-level charges and header-level options, with installation fees and ledger postings.
Learn how summary updates in Dynamics 365 finance and operations consolidate multiple sales orders into a single invoice, confirmation, or packing slip, using automatic, none, and invoice account criteria.
Discover how summary updates in Microsoft Dynamics 365 Finance and Operations consolidate invoices by invoice account and delivery terms, and generate split invoices, multiple packing slips, and separate confirmations.
Learn how to manage customers, attach contacts, and link parties in Dynamics 365; explore primary and secondary contacts and subsidiaries with distinct delivery and invoice addresses.
Model a single customer with two subsidiaries using separate delivery addresses, consolidate orders, issue one headquarters invoice, and manage responsibilities and one-time customers in Microsoft Dynamics 365.
Master delivery date controls with ATP time fence and ATP for accurate ship dates. Learn how inventory, open orders, and lead time drive available to promise calculations.
Explore how ATP, time fences, and transportation days determine shipment and delivery dates, while calendars and order-entry deadlines shape warehouse lead times.
Explain how to configure sales commissions in Dynamics 365 Finance and Operations, including calculations based on revenue or margin, discount handling, posting to expense and payable accounts, and sales groups.
Explore direct delivery in MS Dynamics 365, where a vendor ships directly to the customer via a linked purchase and sales order, shortening lead times and updating statuses.
This lecture demonstrates direct delivery in automation mode for Dynamics 365 Finance and Operations, with automatic purchase orders linked to sales orders and vendor mapping.
Learn how to process customer returns in Microsoft Dynamics 365, creating return orders, linking to sales orders, registering items, and issuing credit notes while updating inventory and accounts receivable.
Learn the sales return process in Microsoft Dynamics 365, including return orders, arrival journals, packing slips, credit notes, and restocking fees via disposition codes or return reason codes.
Explore customer and vendor return workflows in Microsoft Dynamics 365, including return orders, purchase return orders, credits, and replacement orders with and without disposition codes.
Explain returns using sales credits in MS Dynamics 365 Finance and Operations, including replace and credit, replace and scrap, credit notes, replacement orders, and inventory effects.
Thank viewers for watching and celebrate their dedication to learning Microsoft Dynamics 365 Finance and Operations, promising future courses and wishing them success in their finance and operations careers.
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 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
· 2.1 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