Learn the best practices to seamlessly convert confirmed sales quotes into sales orders in Microsoft Dynamics 365 Business Central. Discover the efficient solutions with automated workflows and system configuration for accurate order management.
Table of Contents
Question
You company needs to manage sales quotes efficiently. They often convert these quotes into sales orders once the customer confirms the agreement.
You need to ensure that the conversion from sales quotes to sales orders is seamless and accurate.
What should you do? Each correct answer presents part of the solution. Choose 2.
A. Configure the system to automatically convert confirmed sales quotes into sales orders.
B. Implement a workflow that sends an order confirmation once a sales quote is converted into a sales order.
C. Manually re-enter the sales quote details into a new sales order for each confirmation.
D. Use the ‘Catalog Items’ feature to manage the conversion of sales quotes to orders.
E. Create a custom plugin to handle sales quote conversions outside of Business Central.
Answer
A. Configure the system to automatically convert confirmed sales quotes into sales orders.
B. Implement a workflow that sends an order confirmation once a sales quote is converted into a sales order.
Explanation
The are A and B because configuring the system to automatically convert confirmed sales quotes into sales orders streamlines the process, and implementing a workflow that sends an order confirmation ensures accuracy and records the obligation to deliver. Option C is incorrect as it is inefficient and prone to errors. Option D is incorrect because the ‘Catalog Items’ feature is not designed for converting quotes to orders. Option E is incorrect as creating a custom plugin is unnecessary when Business Central has built-in functionality for this purpose.
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