Discover the 3 essential steps to automate sales order charges in Microsoft Dynamics 365 Supply Chain Management. Learn how to configure auto charges, define charge levels, and specify charge codes to streamline your sales process from lead to cash.
Table of Contents
Question
You are tasked with setting up a system that will automatically apply charges when a sales order is created.
You need to ensure automation of the sales process from lead to cash within Dynamics 365 Sales.
What three actions should you perform? Each correct answer presents part of the solution. Choose 3.
A. Navigate to Accounts receivable > Setup > Charges > Auto charges.
B. Define the level to which to apply the auto charge.
C. Select the Charge code and specify the Category of the charge.
D. Navigate to Sales and marketing > Setup > Charges > Auto charges.
E. Define the currency in which the charge will be applied.
F. Select the Sales tax group.
Answer
A. Navigate to Accounts receivable > Setup > Charges > Auto charges.
B. Define the level to which to apply the auto charge.
C. Select the Charge code and specify the Category of the charge.
Explanation
To set up automatic charges, you need to navigate to Accounts receivable > Setup > Charges > Auto charges, not Sales and marketing > Setup > Charges > Auto charges (D). You then define the level to apply the auto charge (B) and select the Charge code and specify the Category of the charge (C). Defining the currency in which the charge will be applied (E) and selecting the Sales tax group (F) are optional steps and not necessary for setting up automatic charges.
Microsoft Dynamics 365 Supply Chain Management Functional Consultant MB-330 certification exam assessment practice question and answer (Q&A) dump including multiple choice questions (MCQ) and objective type questions, with detail explanation and reference available free, helpful to pass the Microsoft Dynamics 365 Supply Chain Management Functional Consultant MB-330 exam and earn Microsoft Dynamics 365 Supply Chain Management Functional Consultant MB-330 certification.