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Dynamics 365 CommunityForums Supply chain | Supply Chain Management, Commerce how manage sample

Supply chain | Supply Chain Management, Commerce

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how manage sample

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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

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HenryXie on at

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RE: how manage sample

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
Community Member on at

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RE: how manage sample

thanks a lot for your help.

Is there a lot of setup ?
HenryXie on at

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RE: how manage sample

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.

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