How to Convert Sales Quotes into Orders and Invoices in Dynamics 365 for Financials - Project Madeir
- Michael Intravartolo
- Sep 26, 2016
- 2 min read
Updated: Jan 17
Transcript
0:02 in this video we're going to review the process of converting a sales quote into
0:18 a sales order or invoice as a first example let's assume that we have an
0:25 existing sales quote to our customer the cannon group and we need to convert this
0:31 quote into an order
0:33 this process can be done either from one of two places I can either start right
0:41 from the sales quote list and select make order or i can access the same
0:48 button by opening the quote and from the quote screen
0:53 selecting the same make order button it will ask if I would like to convert the
1:00 quote to an order
1:01 i will confirm with yes at this point the sets the standard credit limit check
1:08 and overdue balance check will be run
1:12 i will confirm that I've still would like to continue the system also will
1:17 display a warning message for me if I do not have enough inventory on hand to
1:24 fulfill that order
1:25 in this case I have an inventory shortage of to do you still want to
1:30 continue
1:31 yes for the second item the Tokyo guest chair
1:37 i also have a lack of available inventory
1:42 I'll say so yes again the quote has been successfully converted into an order 10
1:49 10 11
1:50 at this point the user has the option of going to view that new order at this
1:55 point
1:57 I'll say yes I now have a new sales order that matches the exact format and
2:08 structure of my existing of my previous sales quote
2:13 at this point i can post the order
2:16 send an email confirmation or whatever other task might be necessary next
2:23 if I exit the order and i returned to the quotes list you'll notice that the
2:28 previous quote is gone
2:30 the quote has now been converted into an order and is no no no longer and
2:35 outstanding sales quote the second option that you may have noticed