Microsoft Dynamics 365 Sales | Quote to Invoice in Sales Hub (Part 2)

Dynamics 365 Sales (CRM) – Quote to Invoice in Sales Hub (Part 1)

Hello and welcome to another video on Microsoft Dynamics 365. as we follow a sales quote through to invoicing including the purchase cycle for the ordered product. We looked at the opportunity to sales order process with d365 sales Hub in part one and now we’ll move into Business Central for the purchase and
invoicing process in part two of this video.
My name is John Hoyt Solutions architect here at TMC. In D365 Sales Hub we identified an opportunity negotiated the sales quote and finalized the sales order now in business Central we can review the sales order create a purchase order for the items receive those items and ship the goods and finally invoice the customer. Let’s get started.
We’ll begin by going to our open sales orders. We’ll navigate to the most recent and here’s our order coming over from the sales hub for tray research. As a reminder they were looking for eight of the chairs for their office remodel project. I see in the sales order though we’ve not specified what location we’re going to use to fulfill this order I’ll specify the main Warehouse and Business Central reports back to me that we don’t have any available at that particular location.
I’ll take a look at the details and sure enough our inventory availability is zero not only at the main warehouse but at all locations throughout the system. No problem . We’ll just create a purchase order.
With the purchase order created we’ll need to do a couple of things first we’re going to need to release this purchase order so the vendors aware that we need to buy the materials.  Once that has been released we’ll give the vendor a little bit of time to ship the chairs over to us and when they arrive. They arrive with their invoice, we got all eight of the chairs that we were expecting to get. So we’ve received eight shares in total. We’ll be ready to invoice those eight. I’ll go ahead and process this through now. We’ll post the invoice and when we post that invoice we’re going to both receive an invoice in a single step. We could of course separate this out into a warehousing step that does the receiving and an accounting step that does the invoicing at a later time. That is now completed we have the goods in the warehouse we’ve received the invoice and posted that from the vendor and we’ll skip looking at that open invoice for the moment.
So our quantity of eight from the main location can now be fulfilled no more error messages our quantity to ship the quantity to invoice are already set to eight for us. We’re ready to ship those out and post the invoice. So again we’re going to combine this into a single step but as with the purchasing cycle we could separate out shipment as a warehousing activity and the invoicing step as an accounting function but again we’re going to do both in a single step here.
So we’ve now converted that sales order that came into the business Central system from sales Hub it’s posted as invoice number 3276 and as before we’ll skip reviewing that posted invoice. So once the sales order has been integrated from the sales Hub a purchase order can be created to fulfill the
sales order, the vendor then ships the item to the warehouse receiving and invoicing the PO then closes out the purchasing cycle and finally the sales order can be shipped and invoiced in D365 Sales we identified the opportunity negotiated the sales quote and finalized the sales order now in Business Central we’ve created and linked the sales order to the purchase order received the items and ship the goods and invoice the customer that’ll conclude this video.
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