Configure and manage the order to cash process in Dynamics 365 Supply Chain Management

The order to cash process manages the life cycle of the sales process, which consists of sub processes of receiving and processing customer sales. The invoicing and accounts receivable functions in the process determine the company's cash inflows.

Business User

Functional Consultant

Dynamics 365

Finance

Supply Chain Management

Module Objectives

In this module, you will learn how to:

Perform the order to cash process.
Configure and use commissions.
Configure customer and item search.
Create and confirm sales quotations.
Create and confirm sales orders.
Print and post picking lists.
Generate and post a sales order invoice.
Configure order hold codes.
Process customer returns.
Work with sales order reservations.

Units

Introduction - Order to cash process min
Sales and marketing overview min
Create and confirm sales quotations min
Create and process sales orders min
Sales order entry scenarios min
Sales order picking processes min
Configure order promising min
Configure order hold codes min
Process customer returns min
Sales order reservations min
Configure and use commissions min
Configure customer and item search min
Lab - Create a sales order and work with commissions min
Check your knowledge min
Summary min

Prerequisites

General knowledge of supply chain management
General knowledge of sales procedures
General knowledge of accounts receivable procedures
Ability to use Dynamics 365 Supply Chain Management for basic processing