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Manage partial opportunity shipments

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Posted on by 79

Hi,

We sell many products as part of a single opportunity. However, some products are often backordered and we end up making partial shipments/invoicing.

Understanding that an Opportunity cannot be closed partially, is there a flow that could take care of this situation?

Thank you!

  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Manage partial opportunity shipments

    Hi,

    Ideally, when deal is completed, opportunity is won ad converted to a Quote, once Quote is accepted you can convert this to a Sales Order.

    Sales or can be shipped partially or you can create multiple orders against an opportunity based on your fulfillment scenario or demand. 

    Process sales orders with Dynamics 365 Sales - Learn | Microsoft Docs

    .

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