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

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Draft Orders and Quotations

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 Enterprise Edition.

In Dynamics 365 Enterprise Edition click: Webshop > Common > Webshops. Select the necessary webshop and on the Order processing FastTab select the Synchronized basket type. Three options are available: quotation, sales order and journal. 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 quotation of the draft type will be created in Dynamics 365 Enterprise Edition at the moment a customer logs in to the webshop. Each time when a customer adds a product to the basket, removes products or edits the basket, the related order or quotation is updated and recalculated in Dynamics 365 Enterprise Edition, triggering its business logic. Customer specific prices, volume prices, discounts are used and shown during basket calculation in real-time.

In Dynamics 365 Enterprise Edition go to: Webshop > Common > Webshop orders. There you can see all draft orders and draft quotations. If you open any draft order or draft quotation, you can see that the option Draft is set to Yes on the E-Commerce FastTab. It means that this order or quotation is in process of creation by a customer using the optimized for large orders order processing strategy and it is not completed yet. Therefore, a user in Dynamics 365 Enterprise Edition should not process (ship, invoice, etc.) draft orders and quotations.

Draft orders and quotations are not shown in the general list of sales orders and sales quotations in Dynamics 365 Enterprise Edition.

When the order or quotation is submitted in the webshop, the related order or quotation of the draft type will become a regular order in Dynamics 365 Enterprise Edition. This order or quotation will not be shown in the list of draft orders or quotations.

See also:
Order processing (Sana Admin)
Order processing (Dynamics 365 Enterprise Edition)
Webshop Orders

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