D365 LearningCustomer Service (Consumer/Dealer)
- Ship Via Type (105.3)
- Apply Discounts (105.4)
- Future Ship Dates (1050.5)
- Drop Ship (105.6)
- Tracking Number (1083.2)
- Ship Complete (1050.1)
- Item ETA (1083.4)
Objective
This assessment outlines the following procedures necessary to fulfill orders of every kind. Each process details step by step procedures to aid the order placing process with a knowledge check to follow.
D365 Learning Ship Via Type
Ship Via Type Process
Ship via type updates are needed when the customer/dealer has a preference on the delivery method. Also, there are different order processing scenarios (weight, quantity, type and etc.) that require shipping updates.
D365 Learning
Ship Via Type
What to do, Where to go?
Ship Via Type
Step One: To make the appropriate updates, first click "Modules" at the bottom left after expanding the navigation pane. Then, A list of categories will appear to select "Customers". The next selection will be "All Sales Orders".
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
D365 Learning
Ship Via Type
Step Two: Select a desired record from the list displayed by clicking the blue check mark. Step Three: Click the Sales Order Number.
01
D365 Learning
Ship Via Type
Step Four: Scroll down to the "Lines Details" tab.
Step Five: Click the "Delivery" tab.
D365 Learning
Ship Via Type
Step Six: Click the drop-down arrow in the "Mode of Delivery" field.
Step Seven: Select an option from the list displayed. (click the picture to reveal options)
D365 Learning
Ship Via Type
Step Eight: Click the gardner Tab in Line details.
Step Nine: Update the Backorder Processing Code.
Click "Save" in the Action Pane.
Let's assess your understanding!
Assessment
Assessment
In order to begin the Ship via process, begin by selecting modules from the home screen. Next, select Retail and Commerce.
Assessment
Assessment
(Click the image for enlarged view)
The answer is True! The delivery tab does allow updates to be made for the delivery terms while process an order.
You've Just Completed..
Ship Via Type
The following course includes:
- Mode of Delivery updates
- Backorder Processing Code(s)
Congratulations! You have successfully completed your first course.
D365 Learning
Apply Discounts
Working with customers that look to purchase parts will in some cases result in asking if discount(s) can be applied. A 10% discount can be applied through the following steps provided within two procedures, along with two methods provided to aid the process.
Procedure One: Apply Discounts in a Sales Order (Method 1)
Step One: Select "Modules" ,"Retail and Commerce", "Customers" then "All Sales Orders".
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
Apply Discounts in a Sales Order - Method 1
Step Two: Search for a Sales Order in the Filter Box or select a Sales Order from the list displayed by clicking the blue check mark.
Step Three: Click the Sales Order number.
Step Four: Click "Edit" in the Action Pane. (Click here for visual)
Apply Discounts in a Sales Order - Method 1
Step Five: Scroll down to the "Line Details" tab.
Step Six: Click the "Price and Discount" Tab.
Apply Discounts in a Sales Order - Method 1
Step Seven: Enter a number in the "Discount" field as necessary.
Step Eight: Enter a number in the "Discount" percent field as necessary.
Step Nine: Click "Save" in the Action pane. (Click Here for visual)
Process Complete.
Procedure – Apply Discounts in a Sales Order – Method 2
Step One: Select "Modules" ,"Retail and Commerce", "Customers" then "All Sales Orders".
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
Procedure – Apply Discounts in a Sales Order – Method 2
Step Two: Search for a Sales Order in the filter box or select a Sales Order from the list displayed by clicking the blue check mark.
Step Three: Click the Sales Order Number.
Procedure – Apply Discounts in a Sales Order – Method 2
Step Four: Click "Edit" in the Action pane.
Step Five: Click "Header" to the right-hand side of the screen
(Click over images for zoomed in images)
Procedure – Apply Discounts in a Sales Order – Method 2
Step Six: Scroll down to the "Price and Discount" tab
Step Seven: Enter a number in the "Cash Discount" field to apply a specific percentage to the order.
Note: When users select an option for the "Cash Discount" field, the Discount percentage field will automatically update.
Step Eight: Click "Save" in the Action Pane.
Process Complete.
Procedure - Apply Discount in Customer Account - Method 1
Step One: Select "Modules" ,"Retail and Commerce", "Customers" then "All Sales Orders".
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
Apply Discount in Customer Account - Method 1
Step Two: Search for a Customer Account or select a Customer account from the list displayed.
Step Three: Click the Customer Account number.
Apply Discount in Customer Account - Method 1
Step Four: Click "Edit" in the top left-hand corner of the screen.
Step Five: Scroll down to the "Sales Order Defaults" tab.
Step Six: Click the drop-down arrow in the "Total Discount" field.
(Click on image to see example image)
Note: Multiline Discount applies a discount to all lines available within a Sales Order.
Apply Discount in Customer Account - Method 1
Step Seven: Select an option from the list displayed.
Step Eight: Click "Save" in the Action Pane.
Process Complete.
Note: Multi-line discount applies a discount to all lines available within a Sales order.
Procedure - Apply Discounts in a Customer Account Method 2
Step One: Select "Modules" ,"Retail and Commerce", "Customers" then "All Sales Orders".
Step Two: Search for a Customer account or select a Customer account from the list displayed.
Step Three: Click the Customer Account number.
(Click on the image for expanded "Customer Account Number" page View)
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
Apply Discounts in a Customer Account Method 2
Step Four: Click "Edit" in the top left-hand corner of the screen.
Step Five: Click the "Sell" tab in the Action pane.
Step Six: In the "Trade Agreements" tab, click the drop-down arrow for Discounts.
Step Seven: Specify the type of discount.
Step Eight: Enter a number in the Discount percentage 1 field.
Close the page and process is complete!
Note: Line discount will apply a discount to an individual line within a Sales order. Multiline discount will apply a discount to multiple lines within a Sales order. Total discount will apply a discount to the account.
Apply Discounts in a Customer Account Method 2
Don't forget to click "Save" after every update!
Complete!
You've completed the Apply Discounts procedures along with the methods included.
Apply Discounts
The following course includes:
- Determining the discount method of
your preference
- Multi-line discount utilization
Future Ship Date
Interactions with customers may include future shipping date preferences. Within this portion of your training, you will learn how to set the shipping preferences in D365.
Future Ship Date
Step One: Click Modules, Product Information Management, Products then Released Products.
Future Ship Date
Step Two: Select the desired record from the list displayed by clicking the blue check mark.
Future Ship Date
Step Three: Click the "Plan" tab in the action pane. Step Four: Click Net Requirements
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
Future Ship Date
Step Five: Scroll down to the second overview tab. Step Six: View the Requirement date. This date will be the items ETA/future ship date.
Process Complete.
Learning Index
Ship Complete1050.1
Click each box to help navigate to each Course process for review.
Item ETA 1083.4
Future Ship Dates (105.5)
Ship Via Type (105.3)
Drop Ship 105.6
Apply Discounts (105.4)
Tracking Number1083.2
Knowledge Check
Question 2/5
Lorem ipsum quiz
Right!
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor enean massa?
Wronganswer
Wronganswer
Rightanswer
Question 3/5
Lorem ipsum quiz
Right!
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor enean massa?
Right answer
Wronganswer
Wronganswer
Question 4/5
Lorem ipsum quiz
Right!
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor enean massa?
Rightanswer
Wronganswer
Wronganswer
Question 5/5
Lorem ipsum quiz
Right!
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor enean massa?
Wronganswer
Wronganswer
Rightanswer
Results
Lorem ipsum quiz
0/5
1/5
3/5
2/5
4/5
5/5
4 correct
5 correct
0 correct
1 correct
2 correct
3 correct
Congratulations!
Wrong!
Try again
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Transcript
D365 LearningCustomer Service (Consumer/Dealer)
Objective
This assessment outlines the following procedures necessary to fulfill orders of every kind. Each process details step by step procedures to aid the order placing process with a knowledge check to follow.
D365 Learning Ship Via Type
Ship Via Type Process
Ship via type updates are needed when the customer/dealer has a preference on the delivery method. Also, there are different order processing scenarios (weight, quantity, type and etc.) that require shipping updates.
D365 Learning
Ship Via Type
What to do, Where to go?
Ship Via Type
Step One: To make the appropriate updates, first click "Modules" at the bottom left after expanding the navigation pane. Then, A list of categories will appear to select "Customers". The next selection will be "All Sales Orders".
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
D365 Learning
Ship Via Type
Step Two: Select a desired record from the list displayed by clicking the blue check mark. Step Three: Click the Sales Order Number.
01
D365 Learning
Ship Via Type
Step Four: Scroll down to the "Lines Details" tab.
Step Five: Click the "Delivery" tab.
D365 Learning
Ship Via Type
Step Six: Click the drop-down arrow in the "Mode of Delivery" field.
Step Seven: Select an option from the list displayed. (click the picture to reveal options)
D365 Learning
Ship Via Type
Step Eight: Click the gardner Tab in Line details.
Step Nine: Update the Backorder Processing Code.
Click "Save" in the Action Pane.
Let's assess your understanding!
Assessment
Assessment
In order to begin the Ship via process, begin by selecting modules from the home screen. Next, select Retail and Commerce.
Assessment
Assessment
(Click the image for enlarged view)
The answer is True! The delivery tab does allow updates to be made for the delivery terms while process an order.
You've Just Completed..
Ship Via Type
The following course includes:
Congratulations! You have successfully completed your first course.
D365 Learning
Apply Discounts
Working with customers that look to purchase parts will in some cases result in asking if discount(s) can be applied. A 10% discount can be applied through the following steps provided within two procedures, along with two methods provided to aid the process.
Procedure One: Apply Discounts in a Sales Order (Method 1)
Step One: Select "Modules" ,"Retail and Commerce", "Customers" then "All Sales Orders".
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
Apply Discounts in a Sales Order - Method 1
Step Two: Search for a Sales Order in the Filter Box or select a Sales Order from the list displayed by clicking the blue check mark.
Step Three: Click the Sales Order number.
Step Four: Click "Edit" in the Action Pane. (Click here for visual)
Apply Discounts in a Sales Order - Method 1
Step Five: Scroll down to the "Line Details" tab.
Step Six: Click the "Price and Discount" Tab.
Apply Discounts in a Sales Order - Method 1
Step Seven: Enter a number in the "Discount" field as necessary.
Step Eight: Enter a number in the "Discount" percent field as necessary.
Step Nine: Click "Save" in the Action pane. (Click Here for visual)
Process Complete.
Procedure – Apply Discounts in a Sales Order – Method 2
Step One: Select "Modules" ,"Retail and Commerce", "Customers" then "All Sales Orders".
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
Procedure – Apply Discounts in a Sales Order – Method 2
Step Two: Search for a Sales Order in the filter box or select a Sales Order from the list displayed by clicking the blue check mark.
Step Three: Click the Sales Order Number.
Procedure – Apply Discounts in a Sales Order – Method 2
Step Four: Click "Edit" in the Action pane.
Step Five: Click "Header" to the right-hand side of the screen
(Click over images for zoomed in images)
Procedure – Apply Discounts in a Sales Order – Method 2
Step Six: Scroll down to the "Price and Discount" tab
Step Seven: Enter a number in the "Cash Discount" field to apply a specific percentage to the order.
Note: When users select an option for the "Cash Discount" field, the Discount percentage field will automatically update.
Step Eight: Click "Save" in the Action Pane.
Process Complete.
Procedure - Apply Discount in Customer Account - Method 1
Step One: Select "Modules" ,"Retail and Commerce", "Customers" then "All Sales Orders".
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
Apply Discount in Customer Account - Method 1
Step Two: Search for a Customer Account or select a Customer account from the list displayed.
Step Three: Click the Customer Account number.
Apply Discount in Customer Account - Method 1
Step Four: Click "Edit" in the top left-hand corner of the screen.
Step Five: Scroll down to the "Sales Order Defaults" tab.
Step Six: Click the drop-down arrow in the "Total Discount" field.
(Click on image to see example image)
Note: Multiline Discount applies a discount to all lines available within a Sales Order.
Apply Discount in Customer Account - Method 1
Step Seven: Select an option from the list displayed.
Step Eight: Click "Save" in the Action Pane.
Process Complete.
Note: Multi-line discount applies a discount to all lines available within a Sales order.
Procedure - Apply Discounts in a Customer Account Method 2
Step One: Select "Modules" ,"Retail and Commerce", "Customers" then "All Sales Orders".
Step Two: Search for a Customer account or select a Customer account from the list displayed.
Step Three: Click the Customer Account number.
(Click on the image for expanded "Customer Account Number" page View)
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
Apply Discounts in a Customer Account Method 2
Step Four: Click "Edit" in the top left-hand corner of the screen.
Step Five: Click the "Sell" tab in the Action pane.
Step Six: In the "Trade Agreements" tab, click the drop-down arrow for Discounts.
Step Seven: Specify the type of discount.
Step Eight: Enter a number in the Discount percentage 1 field.
Close the page and process is complete!
Note: Line discount will apply a discount to an individual line within a Sales order. Multiline discount will apply a discount to multiple lines within a Sales order. Total discount will apply a discount to the account.
Apply Discounts in a Customer Account Method 2
Don't forget to click "Save" after every update!
Complete!
You've completed the Apply Discounts procedures along with the methods included.
Apply Discounts
The following course includes:
- Determining the discount method of
your preferenceFuture Ship Date
Interactions with customers may include future shipping date preferences. Within this portion of your training, you will learn how to set the shipping preferences in D365.
Future Ship Date
Step One: Click Modules, Product Information Management, Products then Released Products.
Future Ship Date
Step Two: Select the desired record from the list displayed by clicking the blue check mark.
Future Ship Date
Step Three: Click the "Plan" tab in the action pane. Step Four: Click Net Requirements
Note: Favorites is a helpful tool to save your most commonly used links in D365. Be sure to save them along the way!
Future Ship Date
Step Five: Scroll down to the second overview tab. Step Six: View the Requirement date. This date will be the items ETA/future ship date.
Process Complete.
Learning Index
Ship Complete1050.1
Click each box to help navigate to each Course process for review.
Item ETA 1083.4
Future Ship Dates (105.5)
Ship Via Type (105.3)
Drop Ship 105.6
Apply Discounts (105.4)
Tracking Number1083.2
Knowledge Check
Question 2/5
Lorem ipsum quiz
Right!
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor enean massa?
Wronganswer
Wronganswer
Rightanswer
Question 3/5
Lorem ipsum quiz
Right!
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor enean massa?
Right answer
Wronganswer
Wronganswer
Question 4/5
Lorem ipsum quiz
Right!
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor enean massa?
Rightanswer
Wronganswer
Wronganswer
Question 5/5
Lorem ipsum quiz
Right!
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor enean massa?
Wronganswer
Wronganswer
Rightanswer
Results
Lorem ipsum quiz
0/5
1/5
3/5
2/5
4/5
5/5
4 correct
5 correct
0 correct
1 correct
2 correct
3 correct
Congratulations!
Wrong!
Try again