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Microsoft

Configure and manage sales, and customers in Dynamics 365 Supply Chain Management

Microsoft via Microsoft Learn

Overview

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  • Learn to set up order to cash in Dynamics 365 Supply Chain Management.

    This module explains the following concepts:

    • Order to cash business processes
    • Trade agreements and sales quotations
    • Order promising concepts
    • How to set up order hold codes
    • How to set up commissions and analyze various scenarios
    • How to set up customer and item search
  • Learn about working with order to cash.

    This module explains how to:

    • Perform the order to cash process.
    • Create and confirm sales orders.
    • Create and confirm sales quotations.
    • Process customer returns.
    • Work with sales order reservations.
  • Companies negotiate and agree on certain terms to be able to fix the price of items. These agreements help businesses to make correct estimations of cost of goods purchased and set a base for sales prices. By purchasing or selling goods, companies may be entitled to receive rebates, or gain royalty rewards, which can be converted to a credit note.

    In this module, you will:

    • Maintain trade agreements.
    • Configure smart rounding.
    • Create sales agreements.
    • Use procurement policies.
    • Create purchase agreements.
    • Configure trade allowance.
    • Configure brokerage.
    • Configure royalties.
    • Configure rebates.
    • Learn about the Rebate management module.
  • Learn how to set up intercompany trade.

    This module explains the following concepts:

    • Work with intercompany trade through various scenarios.
    • Set up intercompany trade.
    • Set up intercompany trade relationships.
    • Set up charges and posting.
    • Set up intercompany agreements and direct deliveries.
  • Learn to work with intercompany trade in Dynamics 365 Supply Chain Management.

    This module explains how to:

    • Create and process intercompany orders.
    • Process intercompany sales order returns.
    • Review customer payments for intercompany orders.
    • Check intercompany order price discrepancies.

Syllabus

  • Set up order to cash in Dynamics 365 Supply Chain Management
    • Introduction
    • Sales and marketing workspaces
    • Order to cash business processes
    • Relationship management
    • Customer setup
    • Trade and Sales agreements
    • Sales quotation setup
    • Sales order setup
    • Order promising concepts
    • Set up order promising
    • Set up order hold codes
    • Set up commissions
    • Set up customer and item search
    • Check your knowledge
    • Summary
  • Work with order to cash in Dynamics 365 Supply Chain Management
    • Introduction
    • Sales order entry scenarios
    • Create and process sales orders
    • Sales order picking process
    • Process customer returns
    • Sales order reservations
    • Lab - Create a sales order and work with commissions
    • Check your knowledge
    • Summary
  • Configure and use agreements in Dynamics 365 Supply Chain Management
    • Introduction
    • Work with trade agreements
    • Create sales agreements
    • Create purchase agreements
    • Configure trade allowance management
    • Configure brokerage contract management
    • Configure royalty contract management
    • Configure vendor rebates
    • Rebate management module
    • Service management
    • Exercise - Create a purchase agreement
    • Exercise - Generate and process customer rebates
    • Exercise - Create trade agreements
    • Check your knowledge
    • Summary
  • Set up intercompany trade in Dynamics 365 Supply Chain Management
    • Introduction
    • Intercompany trading overview
    • Intercompany scenarios
    • Set up intercompany trade
    • Set up intercompany trade relationships
    • Action policies
    • Set up charges and posting
    • Set up intercompany agreements and direct deliveries
    • Lab - Set up intercompany relations
    • Check your knowledge
    • Summary
  • Work with intercompany trade in Dynamics 365 Supply Chain Management
    • Introduction
    • Synced intercompany data
    • Create an intercompany sales order
    • Process intercompany purchase orders
    • Exercise- Process a sales order-initiated intercompany chain
    • Return an intercompany sales order
    • Customer payments for intercompany orders
    • Exercise- Process returns in intercompany
    • Create an intercompany purchase order
    • Check intercompany order price discrepancies
    • Manage intercompany purchase orders
    • Exercise- Process a purchase order-initiated intercompany chain
    • Check your knowledge
    • Summary

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