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Sales order – Margin alert

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#sales

Dynamics 365 Sales

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Dec 20, 2024

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AI Summary

  • Some businesses in the distribution sector contract prices order by order, leading to unstable pricing.
  • The article discusses the importance of receiving alerts when deal margins are at risk.
  • The margin alert function in D365FO calculates at the line level based on a percentage threshold.
  • Alerts are informational and do not block the sales order process.
  • The feature uses item inventory cost for margin calculations.
  • Manual trigger required for updating calculations.
  • Margin validation policy applies to all sales orders created.
  • Configuration involves activating margin alert and setting threshold percentages in the accounts receivable parameters.

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