Learn the best way to efficiently convert sales quotes into sales orders or invoices in Microsoft Dynamics 365 Business Central. Discover how to set up automated processes for accuracy and speed, avoiding manual errors and complex workflows.
Table of Contents
Question
Your company is planning to use Microsoft Dynamics 365 Business Central to manage their sales quotes and convert them into orders upon customer confirmation.
You need to streamline the sales quote to order conversion process to ensure efficiency and accuracy.
What should you do?
A. Require manual re-entry of sales quote details into a new sales order for each confirmed quote.
B. Set up the system to allow sales quotes to be easily converted into sales orders or invoices upon customer agreement.
C. Use the ‘Catalog Items’ feature to manage the conversion of sales quotes to orders.
D. Implement a custom workflow to handle sales quote conversions outside of Business Central.
Answer
B. Set up the system to allow sales quotes to be easily converted into sales orders or invoices upon customer agreement.
Explanation
Setting up the system to allow for easy conversion of sales quotes into sales orders or invoices is the most efficient and accurate method in Business Central. Requiring manual re-entry is prone to errors and inefficient. The ‘Catalog Items’ feature is not related to the sales quote conversion process. Implementing a custom workflow outside of Business Central is unnecessary and could lead to integration issues.
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