ERP User GuideMicrosoft Dynamics AX

Microsoft Dynamics AX

Order Processing

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

In Microsoft Dynamics AX click: Webshop > Webshops.

The table below provides description of the order processing settings in Microsoft Dynamics AX.

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 Microsoft Dynamics AX when the order is placed from the Sana Commerce 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/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 Commerce webshop. For such quotations the Quotation promotable checkbox is selected by default under 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 Commerce webshop, it should be checked by the e-commerce manager in Microsoft Dynamics AX. After this it can be approved by selecting the Quotation promotable checkbox under the E-Commerce FastTab. When the quotation is checked and approved, the customer can convert it into the sales order.

In Microsoft Dynamics AX, a sales quotation has an Expiration date. You can see it on the General FastTab of the sales quotation header. It is calculated based on two settings of the sales quotations - Days campaign expires and Days before follow-up. To configure these settings, click: Accounts receivable > Setup > Accounts receivable parameters. In the Account receivable parameters window, on the General tab, the Sales FastTab, you can see the Sales quotations settings.

If the value of the setting Days campaign expires is not set in the Account receivable parameters, the current date will be used as the expiration date of the quotation. If the quote 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.

If a customer applies the Sana discount code to the quotation, and it has the End date which expires earlier than the date calculated based on the settings in the Account receivable parameters window in Microsoft Dynamics AX, the end date of the Sana discount code will be used as the expiration date of the quotation.

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

In Microsoft Dynamics AX a sales manager can cancel either the whole sales order or any of its sales lines.

Those sales order lines which are canceled in Microsoft Dynamics AX 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 AX