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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Call center - Sales or...
Microsoft Dynamics AX (Archived)

Call center - Sales order summary - Payment entry

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Posted on by Veronika Filonenko 1,261

Hi,

I am exploring entering SO through Call center and there is this new step which is 'Complete' the payment method before the Confirming the SO.

Now i see the benefits of using this Payment method validation at the sales order level for credit cards. But i can't wrap my head around what are the benefits about this new process for sales orders that are paid by Checks.

Specialy how can i know the number of the cheque that customer will send me to paid for this order, when i am just at the point of creating it??????

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Please someone tell me that i've missed something about the logic?????

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  • Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    I'm not sure how the order completion process might (or might not) work with Checks, but you can turn it off by un-ticking 'Enable order completion' on the setup of the Call Center Retail Channel.

  • Veronika Filonenko Profile Picture
    Veronika Filonenko 1,261 on at

    But I need it for Credit card  process. So to use the credit cards, i need to switch it on. But when i switch it on, it works and is mandatory for each SO.

    I am really trying to understand how this 'Enable order completion' works. It has so many impacts on the regular Sales order process. It is more complexe then it looks. And i am still very curious to understand the logic behind this function.

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