Hello, I'm struggling a bit to see how Dynamics 365 for Financials is meant to handle the process of sales order to posted invoice in normal real world situations.
The company's sales order team take orders and records them (easy in D365F). When the orders come due for delivery a picking list is generated and someone walks round the warehouse (which is remote from the sales office), picking the items that are required for the order. When the items are all picked, packed and shipped the 'goods outwards clerk' marks the order as shipped. The accounts team then know that the order is ready to invoice. This is a very normal way of doing things for a small company.
How do I replicate (or replace) this process using D365F? There does not seem to be any 'order picking list' report, or any other reports that show what items are due to be picked or shipped for upcoming due orders.
The staff in the warehouse only need to be able to see what they have to pick, and when, and to be able to update the order to show what they have shipped. They do not need to be able to edit the order in any other way, or see prices or alter quantities, etc, etc. (Many organisations do not want their warehouse staff to know the financial value of the goods they are handling.)
Thanks,
Malcolm
