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

Intermediate
Functional Consultant
Business User
Dynamics 365
Supply Chain Management
Finance and Operations

The process of working with customers, understanding the life cycle of the sales process, and setting up sales agreements are all important factors that impact a company's success.

Prerequisites

  • General understanding of supply chain processes.
  • The ability to use Supply Chain Management for basic processing.
  • Knowledge of sales procedures.
  • Knowledge of inventory management.
  • Knowledge of accounts receivable procedures.

Modules in this learning path

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.

Companies negotiate and agree on certain terms to fix the price of items. These agreements help businesses make correct estimations of cost of goods purchased and set a base for sales prices. By purchasing or selling goods, companies might be entitled to receive rebates or gain royalty rewards, which can be converted to a credit note.

Large organizations often buy and sell among their subsidiaries. Dynamics 365 Supply Chain Management facilitates intercompany trade so that an organization's legal entities can trade goods while all documents are automatically generated for the participating legal entities, thus saving the organization time and money.