Using continuity program

This article explains how to sell a continuity program and process related sales orders in Microsoft Dynamics 365 Commerce.

The following procedure walks through selling a continuity program and processing related sales orders. To complete the procedure, set up the user as a call center user. This procedure uses the USRT demo data company.

To sell a continuity program and process related sales orders, follow these steps.

1. In Commerce headquarters, go to Retail and Commerce > Customers > Customer service.
2. In the SearchText field, enter "Karen" and then select the Tab key. The advanced search dialog appears. If it doesn't, select Search.
3. In the list, mark the selected row. There should be only one row with "Karen Berg" showing. Select the row by selecting the checkmark column on the far left of the grid.
4. Select Select.
5. Select New sales order. Save the sales order number for use later in this procedure.
6. In the Item number field, enter "88000" and then select the Tab key. This number is a continuity item in the USRT demo data.
7. Select Complete.
8. In the Payment method field, enter "Visa".
9. Select Add credit card.
10. Enter the required credit card information on this page.
11. Select OK.
12. Expand the Payment section. To submit a call center order, enter payments for the order.
13. Select OK.
14. Select Submit. You're done creating a new continuity order. Next, you run two batch processes that are used to process the continuity orders.
15. Close the page.
16. Go to Retail and Commerce > Continuity > Process continuity payments.
17. In the Continuity item field, enter "88000", and then select the Tab key.
18. Select OK.
19. Go to Retail and Commerce > Continuity > Create continuity child orders. This process creates new sales orders based on the settings of your continuity programs.
20. In the Continuity item field, enter "88000" and then select the Tab key. Item "88000" is a continuity item in the USRT demo data.
21. In the Sales order field, enter or select a value.
22. Enter the sales order number that you noted earlier in the procedure, which minimizes the processing time. The Sales order field value is optional. You can process all orders for any one program.
23. Select OK.