Summary
This module described the different functionality in Dynamics 365 Supply Chain Management that your organization can use to streamline your order to cash processes. You can use trade agreements to set up discounts and prices for sales orders and sales quotations. The system converts sales quotations that customers accept into sales orders. Additionally, options are available to help you set up parameters around approvals and customer information that pertains to sales quotations.
Next, the module discussed order promising concepts that can help your organization reliably promise delivery dates to your customers and provide the flexibility so that those dates are met.
You also learned how to set up order hold codes and how to place orders on hold and manage those orders. You explored the steps to set up sales commissions for a sales team and learned that the commissions are based on a percentage of revenue or contribution margin. Finally, you learned how to set up customer and item search.