Set up order to cash in Dynamics 365 Supply Chain Management

Module
14 Units

Intermediate

Functional Consultant

Business User

Dynamics 365

Supply Chain Management

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

With Dynamics 365 Supply Chain Management, your organization can set up order to cash to streamline and enhance the efficiency of your organization's business processes.

Learning objectives

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

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

Introduction min
Overview min
Order to cash business processes min
Relationship management min
Trade agreements min
Sales quotation setup min
Sales order setup min
Order promising concepts min
Set up order promising min
Set up order hold codes min
Set up commissions min
Set up customer and item search min
Check your knowledge min
Summary min