ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Draft Orders and Quotes

Sana provides several order processing strategies, one of which is optimized for large orders. It allows placing large orders, for example an order that consists of more than 100 order lines.

 NOTE

The order processing strategy that is optimized for large orders is available only to B2B customers and sales agents. Its availability also depends on your Sana Commerce license. To be able to use this feature the 'Optimize for large orders' add-on should be selected while requesting a Sana Commerce license.

To use this strategy in the webshop, it should be enabled in Sana Admin. Click: Setup > Ordering & checkout > Ordering.  In the Order processing strategy field select Optimize for large orders.

The appropriate configurations should be also done in Dynamics 365 for Financials.

Log in to Dynamics 365 for Financials and in the top right corner, choose the Search for Page or Report icon and enter Webshops. Open the Webshop Card and on the Ordering FastTab select the Synchronized Basket Type. Two types are available: order and quote. The synchronized basket type is the sales document which is used during the checkout process when the order processing strategy that is optimized for large orders is enabled.

Depending on the sales document which is selected in the Synchronized Basket Type field, an empty order or a quote of the draft type will be created in Dynamics 365 for Financials at the moment a customer logs in to the webshop. Each time when a customer adds an item to the basket, removes items or edits the basket the related order or quote is updated and recalculated in Dynamics 365 for Financials, triggering its business logic. Customer specific prices, volume prices, discounts are used and shown during basket calculation in real-time.

In the top right corner, choose the Search for Page or Report icon and enter Webshop Orders Overview. If you select the checkbox Show Draft Documents, the orders will be filtered and only orders and quotes of the draft type will be shown. These are the orders and quotes which are in process of creation by customers using the optimized for large orders order processing strategy and are not completed yet.

Draft orders and quotes are not shown in the general list of sales orders and sales quotes in Dynamics 365 for Financials. Therefore, a user in Dynamics 365 for Financials can't process orders of the draft type (ship and invoice) until this order is submitted by a customer in the webshop.

When the order or quote is submitted in the webshop, the related order or quote of the draft type will become a regular order in Dynamics 365 for Financials. It will not be shown in the list of the draft documents.

See also:
Order processing (Sana Admin)
Order processing (Dynamics 365 for Financials)
Webshop Orders Overview

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition