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

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Order Processing

Quotes and sales orders are all part of the sales process. Sana supports all Dynamics 365 for Financials sales documents. Customers can place orders and create quotes as well as convert quotes into sales orders directly from a Sana webshop.

The ordering flow should be configured in Sana Admin and in Dynamics 365 for Financials. For more information on how to configure ordering settings in Sana Admin, see 'Order Processing' and 'Ordering & Checkout'.

To configure ordering settings in Dynamics 365 for Financials, choose the Search for Page or Report icon and enter Webshops. Open the relevant webshop card.

The table below provides description of the order processing settings for the Sana webshop in Dynamics 365 for Financials.

Field Description
Order Type Select the order type. It can be a regular order or a quote. The selected order type defines the final sales document which will be created in Dynamics 365 for Financials when the order is placed from the Sana webshop.
Synchronized Basket Type This setting is used only for the order processing strategy that is optimized for large orders.
For more information, see 'Order Processing'.
Quote Promotable by Default Use this option to allow or deny conversion of sales quotes to sales orders directly from the Sana webshop without approval.

If this option is enabled and the ordering process uses quotes which can be converted to sales orders, a customer can place a quote and convert it to a sales order directly from the Sana webshop. For such quotes the Quote Promotable checkbox is selected by default in the Sana Commerce sales document fields of the created sales quote.

If this option is disabled, a customer can convert a quote to a sales order only when it is approved. When the quote is placed from the Sana webshop, it should be checked by the e-commerce manager in Dynamics 365 for Financials. After this it can be approved by selecting the Quote Promotable checkbox in the Sana Commerce sales document fields of the sales quote. When the quote is checked and approved in Dynamics 365 for Financials, the customer can convert it to the sales order in the Sana webshop.

In Dynamics 365 for Financials a quote has an expiration date. When a quote is created, its expiration date is set to one month by default. If the quote is not processed within the expiration period, it will expire, meaning that a customer will not be able to convert it to a sales order.

To configure the ordering flow for the Sana webshop, you should also set up order placement and ordering settings in Sana Admin.

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