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Dynamics 365 Operations

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Dynamics 365 Operations – Order Lines

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Dynamics 365 Operations – Order Lines

In Dynamics 365 for Operations (now part of Dynamics 365 Supply Chain Management), order lines are a critical component of managing sales and purchase orders. Here’s a brief overview of key aspects related to order lines:

Key Concepts

  1. Order Line Structure:
    • Each order line represents a specific item or service being sold or purchased, detailing quantities, pricing, and other attributes.
    • Order lines are tied to a parent order, whether it’s a sales order, purchase order, or transfer order.
  2. Status Management:
    • Order lines can have different statuses (e.g., Open, Released, Invoiced), which helps track the lifecycle of the order.
  3. Pricing and Discounts:
    • You can set pricing, apply discounts, and manage special pricing agreements directly at the order line level.
  4. Inventory Management:
    • Order lines impact inventory levels, triggering stock movements when the order is processed, picked, packed, and shipped.
  5. Shipping and Fulfillment:
    • Each order line can be linked to shipping details, including packing slips, shipping carriers, and tracking information.
  6. Line-Level Modifications:
    • Users can modify order lines for changes in quantity, item specifications, or delivery dates even after an order is created.

Best Practices

  • Regular Audits: Periodically review open order lines to ensure timely fulfillment and identify any bottlenecks.
  • Automation: Utilize workflows and automation features for approval processes and notifications related to order lines.
  • Integration: Ensure order lines are integrated with other modules (like inventory and finance) for seamless operations.

Common Tasks

  • Creating an Order Line: Navigate to the relevant order (Sales or Purchase) and add a new line, entering details like item number, quantity, and price.
  • Editing an Order Line: Open an existing order and select the line to modify its attributes as needed.
  • Viewing Order Line History: Check the history of changes for an order line to track adjustments over time
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