Skip to main content

Notifications

Microsoft Dynamics RMS forum

difference of quote, work order , layaway and backorder

Posted on by Microsoft Employee

Hello Everybody

Can anybody explain for me the exact difference between the below items? I don't understand their meanings exactly:

1.Quote

2. Work Order

3. Layaway

4. Back Orders

Please provide examples if possible for my better understanding.

Regards

Hamed

*This post is locked for comments

  • RMS Wizard Profile Picture
    RMS Wizard 1,205 on at
    RE: difference of quote, work order , layaway and backorder

    Quote = create a potential future sales order without committing inventory; recall and convert to sale or work order as needed.

    Work Order = create a sales order for future delivery, commit inventory; optionally take a deposit; recall and deliver product when available and balance is paid.

    Layaway = create a sales order for future delivery, commit inventory; optionally take a deposit then make payments over time; recall and deliver product when available and balance is paid.

    Back Order = create a sales order for item not in stock; require a deposit %; recall and deliver product when available and any balance due is paid.

    In the case of committed inventory, if available qty is insufficient to fulfill open sales orders, a suggested PO by reorder information will include that item. So will a Quantity List report with Qty to Order > 0 filter.
    Add-ins are available for RMS to monitor orders in progress, create PO's, and allocate stock received.

  • Verified answer
    arishi Profile Picture
    arishi 740 on at
    RE: difference of quote, work order , layaway and backorder

    The Manager has to manually generate reports for back orders and place the order to the supplier

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: difference of quote, work order , layaway and backorder

    Hi Dear

    Thanks for your complete reply.

    Just as a question, about the backorders, is there any automated procedure that send the order to the supplier or submit a PO for that? or the manager should see the backorders manually in the reports and start ordering the items from the suppliers to fulfill the customer requirement?

  • Verified answer
    arishi Profile Picture
    arishi 740 on at
    RE: difference of quote, work order , layaway and backorder

    Hello Hamed,

    Sales is the only transaction when money change hands and you can not go back and make changes to that sales receipt (Quote, Work Order and Layaway) are the process towards Sales

    A sales quote is a generated price list of items to sell. When creating a quote, no

    money is exchanged, and items are not committed. If the customer decides to

    purchase the items from the sales quote, it can be converted to a sales invoice or

    a Work Order.

    A work order is a saved transaction that can be retrieved later, and usually

    involves some form of service, repair, or customization. A deposit for the items is

    usually taken and is defined within Manager Configuration. For example, for a

    computer store that builds its own computers, the user can create a work order

    listing all of the parts for the computer, and then turn the work order into a sales

    invoice when the work is completed.

    A layaway is a process where a customer pays in increments and receives the

    item when the item is fully paid for. The customer must place a minimum deposit

    that is defined with Manager.

    Backorder, If entering an item that does not have the available quantity on hand to meet the desired quantity at the POS, Store Operations opens the Insufficient Quantity

    window; select from the following:

    •  Back Order − Enables the cashier to generate a back order. (take order in advance and ask your supplier to ship, same way like PO works)

    •  Accept Requested − Allows the cashier to sell the quantity requested by the customer.

    •  List Substitutes − Enables the cashier to suggest an alternate item.

    •  Cancel − Returns the cashier to the previous step.

    I hope this will help you understand, best way to understand is, to do it practically and see how it works

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

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,802 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,129 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,154

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans