Simple Sales Process

In this post, I will try to help to let you see the Sales Process in Business Central from “Helicopter” overview.

Few notes (related to Business Central):

• The sales process can be started from “Opportunities” by creating a “Sales Quote” from the “Opportunities” card. (This feature is not available in MS Dynamics GP)
• The “Sales Quotes”, “Sales Orders” and “Sales Rerun Orders” are deleted once they are posted, There are three (3) options in “Sales & Receivables Setup” page, under “Archiving” fasttab:
  • Archive Quotes.
  • Archive Orders.
  • Archive Sales Orders.
    If the above options are set to “True”, Business Central will archive these transactions when posting.
• If you post with “Ship” or “Ship/Invoice” a “Sales Order ” or post a “Sales Invoice”, Business Central will create “Posted Sales Shipment” & a of course a “Posted Sales Invoice”. Creating a “Posted Sales Shipment” is an option which can be turned off. but for this post, I will set it to “True” and see how it works.
• There is no “Sales Transaction Type ID” in Business Central.

And a note for MS Dynamics GP:

• I will not be discussing the “Advanced Distribution” module or the “Fulfilment” order steps.

Let’s start with the “Sales Invoice“, In both, creating a “Sales Invoice” is a straight forward process, open “Sales Transaction Entry” in MS Dynamics GP and “Sales Invoice” in Business Central, populate the fields and click post and the job is done.

Differences:

• In MS Dynamics GP, the “Posted Sales Invoice” will have the same “Document No.” as the sales “Invoice” (before posting), In Business Central, the “Sales Invoice” (before posting) and the “Posted Sales Invoice” can have two different “No.” or they can be the same based on the setup.
• After posting, Business Central will create “Posted Sales Shipment”, but MS Dynamics GP doesn’t,

Now, let’s add a “Sales Order“:

In MS Dynamics GP, “Sales Order” can be created from the same form “Sales Transaction Entry”, then it is transferred to a “Sales Invoice” and finally, the “Sales Invoice” should be posted manually.

In Business Central, it is a different story. “Sales Order” should be created in the “Sales Order” page, Once the sales order is created, it can be posted, but here, there are 3 different posting options:

After the “Sales Order”, let’s add the “Sales Quote“

Again, In MS Dynamics GP, “Sales Quote” can be created from the same form “Sales Transaction Entry”, then it is transferred to a “Sales Order” or a “Sales Invoice” and finally, the “Sales Invoice” should be posted manually.

Similar to MS Dynamics GP, the “Sales Quote” can be transferred in Business Central – In Business Central, the transfer function is called “Make Order” or “Make Invoice”- to even a “Sales Order” or “Sales Invoice” -Not a posted “Sales Invoice”, the “Sales Invoice” still need to be posted),

And since the “Archive Quote” option is “Always” in the “Sales & Receivable Setup” page in Business Central, the “Sales Quote” will be copied to “Sales Quote Archives”

Until the next post.