Configuring Order to Cash in Dynamics 365 Supply Chain Management

Streamlining the journey from a customer's initial order to the final cash receipt is critical for any modern business. This text-based course guides you through the foundational setup required to manage this vital process efficiently. You will transition from understanding basic enterprise resource planning concepts to confidently configuring the core components of the order-to-cash lifecycle. Through detailed written explanations and step-by-step configuration walkthroughs, you will gain the practical skills needed to establish robust sales, shipping, and invoicing structures. What you'll learn: 1. Understand the fundamental stages of the order-to-cash lifecycle and core ERP terminology. 2. Configure customer profiles, posting profiles, and credit limits. 3. Set up sales order parameters, order entry workflows, and pricing rules. 4. Establish shipping carrier options, picking lists, and packing slip configurations. 5. Manage invoicing setups, payment terms, and cash receipt journals. 6. Apply modern integration practices for automated order processing and data flow. The course begins with essential terminology and structural concepts before guiding you through step-by-step configurations for customers, orders, shipping, and billing. You will finish by practicing real-world scenarios through written exercises designed to test your system configuration skills. This course is designed for beginners, functional consultants, and business analysts new to Dynamics 365 Supply Chain Management, with no prior ERP configuration experience required. Start reading today to master the essentials of order-to-cash configuration.