Sales Orders

This chapter describes how to create sales orders for service items with a calculation worksheet. It is divided into the following sections:

• Creating Sales Orders
• Manually Adding Service Items to Sales Orders
• Matching Unknown Customers in Sales Document Imports

Creating Sales Orders

This section describes how to create a sales order for a service item with a calculation worksheet. To be able to do so, you first have to create a sales quote from a configure price quote. To create a sales order from a sales quote, please proceed as follows:

• Use the quick search (ALT+Q) to find the Sales Quotes page.
• Open the sales quote from which you want to create a sales order.
• Click on Home > Make Order in the menu bar.
• Confirm the dialog window with Yes to convert the sales quote to a sales order. You can now archive the sales quote, if needed.
• Confirm another dialog with Yes, if you want to open the sales order.

You have successfully created a sales order for a service item with a calculation worksheet. You can then create a purchase order for the configured service item, if it is not in stock. Also, you may now create a sales shipment and invoice.

Manually Adding Service Items to Sales Orders

If you have already created a sales order and subsequently want to add additional service items to it, proceed as follows:

• Use the quick search (ALT+Q) to find the Sales Orders page.
• Open the sales order to which you want to add a service item.
• Navigate to the Lines FastTab.
• Click on Line > Functions > Add Service Item in the menu bar of the FastTab.
• Complete the information according to the following table:

• Confirm your entries with OK.
• If configurations are stored on the service item, confirm a dialog window with Yes to add the configurations to the sales order.

You have successfully added a service item to a sales order manually.

Matching Unknown Customers in Sales Document Imports

In case a customer is not yet available when importing a sales order from a partner shop, the Customer Matching window can be used to map the customer to an existing customer or to create a new customer based on the information provided in the sales order.

To map a customer or create a new customer via the Customer Matching window, please proceed as follows:

• Use the quick search (ALT+Q) to find the Integration Modules table.
• Select the integration module used to import the sales document.
• Click on Related > Log in the menu bar to open the record log.
• Select the line of the sales document in question, and open it by clicking on the No. of Unhandled Doc. Entries value (value must be 1).
• Click on Show Detailed Data in the menu bar to open the Sales Document page containing all imported information.
• Click on the selection field next to the Sell-to Customer No. field to open the Customer Matching window.
• Customer information available from the import file is already prefilled in the Customer Information FastTab, and the Customer Selection FastTab shows a list of all existing customers in Microsoft Dynamics 365 Business Central matching the data.
• If no customer matching the Name value is found, click on Reset Filters to remove the filter and see a list of all available customers.
• If you find the relevant customer in the full list, select the entry in the Customer Selection FastTab, and click on Link to existing Customer in the menu bar.
• If you want to narrow down the number of customer entries, please define search criteria as follows:
  • Click on Reset Filters and activate the Combine Filters toggle switch.
  • Click on the selection field next to the corresponding customer information value to add it as a filter in the Customer Selection FastTab. It is possible to select multiple filters.
  • All available customers matching the selected filter value(s) are listed.
• If still no existing customer is shown in the Customer Selection FastTab, click on Create new Customer in the menu bar to create a new customer based on the provided information and using a defined customer template. The new customer is automatically added to the sales order.
• Click on Close to close the Customer Matching window.

You successfully mapped an existing customer or created a new customer to proceed with sales order creation.