Converting a Sales Quote into a Sales Order in Dynamics 365 for Financials - Project Madeira
Updated: Jan 24
Transcripts
0:02 in this session we're going to walk through the process of converting an
0:15 existing sales quote into a sales order from my home page
0:23 I have visibility 20 outstanding documents by type through the use of my
0:30 windows tiles in this case i can see i have one outstanding quote three orders
0:37 7 invoices and and also some kpi's or metrics regarding sales or so forth in
0:45 this case i want to convert my quote into an order
0:48 so I'm going to click on the tile that'll immediately open up a list of
0:53 all of my existing quotes in this case I have a couple options if I am if I know
1:00 I want to convert this quote into an order directly from the list i can
1:05 simply hit the make order button this will convert this sales quote into a
1:10 sales order and then it will assign a new sales order number but also retain
1:18 the original quote number but perhaps i need to confirm the items and quantities
1:25 and prices on the quote before I
1:28 converted into an order so I'm going to click on my assist button here and
1:34 select edit this will open up the sales quote details page here i can review the
1:41 items the quantities the prices if I need to revise a price for example let's
1:46 say this is now a hundred ninety five dollars
1:49 I can revise the quote as needed and then once i'm sure i'm ready to convert
1:56 to quote i'll click on the make order button from this page
2:01 it's the same function that runs from the list
2:05 in this case it's just placed on the sales quote document itself
2:09 I do get a message asking me to confirm that i do want to convert that quote to
2:13 an order in this case it's cute 0qu 0 1 0 1 0 so i'm going to say yes
2:21 at this point based on my settings
2:26 I may get an inventory availability message displayed or a credit limit or
2:32 past due balance warning message displayed