Work with order to cash in Dynamics 365 Supply Chain Management
Working with the order to cash process is crucial for businesses because it ensures the smooth flow of operations from receiving customer orders to receiving payment. Efficient management of the order to cash process leads to increased customer satisfaction, reduced order processing times, improved cash flow, and better financial visibility. By streamlining order processing, invoicing, and payment collection, businesses can optimize resource allocation, minimize errors, and enhance overall profitability.
Learning objectives
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.
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