ERP User GuideMicrosoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central

Sana Commerce 9.2
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Order Processing

Quotes and sales orders are all part of the sales process. Sana supports all Microsoft Dynamics 365 Business Central 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 Business Central. 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 Business Central, 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 Business Central.

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 Business Central 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 Business Central. 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 Business Central, the customer can convert it to the sales order in the Sana webshop. In Dynamics 365 Business Central, a sales quote has a Due Date. You can see it on the General FastTab. It is calculated based on the Payment Term Code set on the Customer Card, on the Payments FastTab. If the payment term is not set for the customer, the current date will be used as the due date of the quote. 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.

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

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ERP User GuideMicrosoft Dynamics 365 Business Central

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Sana Commerce – the integrated e-Commerce solution for Microsoft Dynamics and SAP

Updated: January 2017