A retail company uses Dynamics 365 Supply Chain Management.
A customer places an order. You are following the order-to-cash process.
You need to issue the customer a copy of a document that contains products ordered and the confirmation of delivery terms.
Which document should you issue to the customer?
This item tests the candidate’s knowledge of the transactional steps involved in the order-to-cash process in Dynamics 365 Supply Chain Management. The sales order document is the correct answer as it will provide the customer with specific details of the products ordered and confirmation of delivery terms. The purchase order will not go to the customer, but instead the vendor as an agreement to buy goods or services. A return order is only used when a customer issues a request to return an item. Sales invoicing for the products purchased occurs once the sales order is delivered. The packing slip delivery document is generated when the delivery process gets triggered.
Describe the order-to-cash process - Training | Microsoft Learn