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Order to cash process in Dynamics 365 Finance and Operations – An end-to-end process flow with demo


The video demonstrates how to run order to cash cycle in Microsoft Dynamics 365 Finance and Operations. Beginning from sales quotation, its multiple revision, converting a prospect to a customer and then confirming sales quotation to generate sales order. Inventoried item and a sales category for service is selected as sales quotation and order lines. Besides, picking a list and registration of a picking list is demonstrated as an optional step. To deliver goods or services, the process of packing slips using partial shipments is also performed. Additionally, to record accounts receivable and to book revenue, sales invoicing is performed. Finally, the payment is collected using a customer payment journal, where Accounts receivable is credited or reduced and the bank account is debited or increased. Few reports are also demonstrated relevant to the accounts receivable. The whole process will clarify the order to cash cycle.

#d365fo #ordertocash #salesquotation #salesorder #packingslip #pickinglist #salesinvoice #customerpayment

About Trainer:
I am a certified Microsoft Trainer (MCT) and consultant manager in Microsoft Dynamics 365 FinOps, SAP S/4 Hana, Power platform, SharePoint, Azure, and Oracle Cloud with over 20 years of global experience in supporting industries as textile, manufacturing, retail, heavy equipment rental, transportation, facility management, building material, construction, and telecom infrastructure. Besides, I also support open-source software for digital needs.

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