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Customer experience | Sales, Customer Insights,...
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How can you add a freight cost to a quote in Sales when you are using Dual Write to F&O (SCM)

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Posted on by 80

When we are creating a quote within Sales the Sales Team will no longer have access to F&O -  the dual write is working fine, however, when we price the quote - there is no option to update the freight charge within Sales on the quote  to send to the customer.  

As a company we cannot offer fixed freight charges due to size and volume/weight of product so each order/quote has its own price based on the requirement of the product mix. 

You can still add charges within F&O and they sync to Sales - however - the Sales Team need to be able to create a quote and add a freight cost within Sales, also the data needs to sync to F&O due to the fact the sales support team will be processing quotes to orders within D365 F&O.

I have the same question (0)
  • BSpiv Profile Picture
    10 on at

    We are finding a similar requirement - need to add charges on the Quote and see them pass over to F&O.  Were you able to find a solution to your question above?

  • MelR Profile Picture
    80 on at

    If you have a fixed charge/freight for all orders you can set up auto charges - however - we have tiered charges which work for Sales Order in F&O but the functionality is not on Quotes, even though it has been suggested as an idea. If it is purely a manual option then the only option is someone in F&O to add the charge... this is the option we are having to take, or you could use custom code/design but nothing within Dual Write or the system itself works. 

  • BSpiv Profile Picture
    10 on at

    Thank you!

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