web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / how manage sample
Supply chain | Supply Chain Management, Commerce
Unanswered

how manage sample

(0) ShareShare
ReportReport
Posted on by Community Member

Hello, 

what is your advice about sample quotation/order ? 

- quotation/SO with 0 price

- discount 100%

- Voucher ?

We are using CRM 365 and ERP D365.

Thanks for your advice

I have the same question (0)
  • HenryXie Profile Picture
    HenryXie Microsoft Employee on at

    Hi Nouah,

    In my previous project, we use Project module to handle the sampling. also can create production order and quotation for project sales order.

    for project voucher can setup the cost charge to R&D or selling expense account. 

  • Community Member Profile Picture
    Community Member on at

    thanks a lot for your help.

    Is there a lot of setup ?

  • HenryXie Profile Picture
    HenryXie Microsoft Employee on at

    Hi Nouah,  I don't think there are too many setup. you can defend  different groups and accounting.

    more details please reference below

    https://docs.microsoft.com/en-us/dynamics365/finance/project-management/overview-project-management-accounting

    pastedimage1588040863823v1.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 92 Super User 2026 Season 1

#2
Laurens vd Tang Profile Picture

Laurens vd Tang 71 Super User 2026 Season 1

#3
Sagar Suman Profile Picture

Sagar Suman 56 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Quality order uses default receipt location instead of actual physical receipt location

Product updates

Dynamics 365 release plans