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

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Order Processing



Quotations, journals and sales orders are all part of the sales process. Sana supports all Dynamics 365 for Operations sales documents as well as a possibility to convert quotations into sales orders.

In Dynamics 365 for Operations click: Webshop > CommonWebshops.

The table below provides description of the order processing settings in Dynamics 365 for Operations.

Field Description
Order type Select the order type. It can be a regular order, a quotation or a journal. The selected order type defines the final sales document which will be created in Dynamics 365 for Operations when the order is placed from the Sana webshop.
Synchronized basket type This setting is used only with the order processing strategy that is optimized for large orders. This is the sales document which is used during the checkout process for the large order.
For more information, see 'Order Processing'.
Quotation promotable by default Use this option to allow or deny conversion of a quotation into a sales order without approval.

If this option is enabled and the ordering process uses quotations which can be converted into sales orders, a customer can place a quotation and convert it into a sales order directly from the Sana webshop. For such quotations the Quotation promotable option is selected by default on the E-Commerce FastTab.

If this option is disabled a customer can convert a quotation into a sales order only when it is approved. When the quotation is placed from the Sana webshop, it should be checked by the sales manager in Dynamics 365 for Operations. After this it can be approved by selecting the Quotation promotable option on the E-Commerce FastTab. When the quotation is checked and approved, a customer can convert it into the sales order in the Sana webshop.

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

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

Cancel a sales order

In Dynamics 365 for Operations a sales manager can cancel either the entire sales order or any of its sales lines.

Those sales order lines which are canceled in Dynamics 365 for Operations are crossed out on the order details page in the Sana webshop. The order total does not include the price of the canceled sales order lines.

See also:
Order Processing

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