Opportunities and Sales Cycles  related to Customers and Contacts –consisted scheme

Customer
Contact
     Profiles Questionnaire

Salesperson
 Opportunity
       Sales activites
(based on Sales Cycles)
Company
Person
Setup Personal Questionaire
Opportunity
Stages based
    on SS
SS=Sales Cycle
New Opportunity Line creation
 Sales Cycle Setup
Order of sales
   Activities
   (SS setup)

Customer
     Profiles Questionnaire

Company
Person
Setup Personal Questionaire
Contact
Pareto analysis in BC – consisted scheme

    Question details
           Today
(end of current month)
Five years ago
Action
Functions

Simple example BC for lesson 8.12.2021 – proces map
Contact card
(your name)
Customer

Sales Order
header
Sales Order
line
Item card
(1936-S)

F9
Post
Sales Invoice
header
Sales Invoice
line
Print
Customer creation
based on template
Customer
Ctrl-F7
Invoice           Customer Ledger entry (open)
Customer number                                                                        Bank code
Bank
General Ledger  Journal
Apply and F9
Created after G/L posting
Invoice           Customer Ledger entry (closed)
Payment         Customer Ledger entry (closed)
Customer
Applied

Simple example BC for lesson 8.12.2021 – step –by-step in ERP MS Dynamics 365 Business Central –
Stage I.
Profile
Create as a Customer
Do you want to create a contact as a Customer using Customer template ?
You choose DK template
(Currency EURO)
Display  Customer Card
See next stage
Customer Card

Simple example BC for lesson 8.12.2021 – step –by-step in ERP MS Dynamics 365 Business Central –
Stage II.
SO Header
SO Line
Print
Post by F9
Ctrl-F->Entries
Customer  Ledger Entry
Customer Card
Customer Card after Sales Order was posted

Simple example BC for lesson 8.12.2021 – step –by-step in ERP MS Dynamics 365 Business Central –
Stage III.
If you do not have already createtd your General Journal enter a new one
EDIT
PROCESS->Set Applies to ID
OK
F9
CTRL-F7