Sales order setup
A sales order is a key document in Supply Chain Management because it represents a sale of a product to a customer. A sales order consists of a customer who's being sold a product. It includes charges on items, such as freight or installation charges. Additionally, the sales order includes delivery options, where you can arrange for delivery to be at different times and different locations, based on the customer's needs.
Charge allocation
Charges are costs and fees that you can add to the cost of items and purchases according to the setup. Examples of charges include:
Freight
Transport
Postage
Automatic setup of charges
The system applies automatic charges, also referred to as auto charges, when you create a sales order. You can define auto charges for a specific customer or item, or you can define them for groups of customers or all items. To set up the charge in the Accounts receivable, Accounts payable, or Procurement and sourcing modules, go to Setup > Charges > Auto charges.
Archive sales orders
As apart of the sales order setup process, your organization can enable sales orders to be archived. Over time, your organization will accumulate a significant number of sales orders and sales order lines. While these records aren't necessary for daily operations, they might still be required for tasks like historical reporting, auditing, machine learning, or legal claims. Storing such a large volume of historical data in the active system can lead to higher storage costs and negatively affect the performance and usability of the system.
This feature enables your organization to use an archival framework to archive historical sales orders and lines based on predefined rules. Once archived, these records are moved out of the active working environment and stored in a data lake managed by Dataverse. This reduces storage costs, improves system performance, and ensures that the archived sales records are still accessible in a read-only format for when they're needed, such as for reporting or legal purposes.
Administrators can set logical rules to manage the archiving process, determining when and how sales orders and lines are moved from the active Supply Chain Management database to the Dataverse-managed data lake. The archived data remains available for various uses, including historical analysis, auditing, and machine learning, without impacting the efficiency of day-to-day operations.