Optimizing Sales Order Management in Microsoft Dynamics 365 Business Central

Jun Wang

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Optimizing Sales Order Management in Microsoft Dynamics 365 Business Central

Efficient management of sales orders is crucial for maintaining operational efficiency and ensuring customer satisfaction. Microsoft Dynamics 365 Business Central offers robust functionalities to manage and streamline sales orders effectively. In this guide, we will explore how you can better manage your sales orders by focusing on pending items and filtering out those that have been delivered or invoiced.

How to Hide Delivered or Invoiced Lines in Sales Orders

When managing a mix of pending, delivered, and invoiced items within a single order, it's essential to focus only on those items that still require action. Business Central allows you to simplify this process effectively.

Step-by-Step Guide to Streamlining Your Sales Order View

Opening Lines in a New Window, using Built-in Filtering Options in focused view:
- For a more focused view, you can open the sales order lines in a new window from Business Central. This approach lets you isolate the view to just the relevant lines, making it easier to manage without distraction from completed items.
Export to Excel for More Complex Filtering:
- If you need more advanced filtering capabilities or want to analyze the data further, you can export the sales order lines to Excel directly from Business Central.
- Once in Excel, use the comprehensive sorting and filtering tools to manage which lines are displayed, allowing you to focus only on those still active.