ERP User GuideMicrosoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations

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 order processing strategy, you should enable it 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 Microsoft Dynamics 365 for Finance and Operations.

In Dynamics 365 for Finance and Operations 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 for Finance and Operations at the moment a customer logs in to the webshop. Each time when a customer adds a product to the basket, removes items or edits the basket, the related order or quotation is updated and recalculated in Dynamics 365 for Finance and Operations, triggering its business logic. Customer specific prices, volume prices, discounts, and taxes are used and shown during basket calculation in real-time.

In Dynamics 365 for Finance and Operations 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 checkbox Draft is selected 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 for Finance and Operations 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 for Finance and Operations.

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 for Finance and Operations. This order or quotation will not be shown in the list of draft orders or quotations.

Clean up draft documents

Keeping draft documents in Microsoft Dynamics 365 for Finance and Operations leads to stock reservation and accumulation of unnecessary data.

Therefore, you can delete draft documents (orders and quotations) which are stored for a long time and are not fulfilled by the customers to release the reserved stock and remove the unnecessary data.

To delete draft documents, in Microsoft Dynamics 365 for Finance and Operations click: Webshop > Periodic > Cleanup draft documents.

Sana uses a batch job to delete draft documents which is the standard Microsoft Dynamics 365 for Finance and Operations approach. Batch processing in Microsoft Dynamics 365 for Finance and Operations enables you to run specific tasks as batch jobs, schedule and define the conditions under which the batch jobs are executed, add the jobs to a queue, and set them to run automatically. Using the batch job, you can schedule the deletion of draft documents.

The table below provides the description of the fields on the Parameters and Run in the background tabs.

Field   Description 
Parameters tab
Period  Specify the number of days for the system to look back and find the draft documents. All draft documents stored in Microsoft Dynamics 365 for Finance and Operations within the specified period of time will be deleted. The cleaning process will start at the moment you click the OK button. 
Webshop  Select the webshop. Draft documents created from the selected webshop will be deleted. 
Run in the background tab
Batch processing  Select this check box to enable the batch job.
Task description  The Cleanup draft documents task is used by default. 
Batch group  Select the batch group to run the batch job as part of a batch group. Batch groups are used to group and run jobs on a specific batch server. 
Private  A private job does not run automatically, and can be run only by the user who scheduled it. 
Recurrence  Specify how frequently the batch job for deleting draft documents should run. 
Alerts Set up alerts for the batch job. 

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

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations