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How Direct Delivery in D365 Enhances Supply Chain Efficiency

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#efficiency

#supply

Dynamics 365 Supply Chain Management

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Nov 13, 2024

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AI Summary

  • Select customer account and fill in necessary details on the Purchase Tab.
  • Add direct delivery item to sales order lines on the sales order page.
  • Go to Delivery tab in Line details section and select Direct delivery as delivery type.
  • Save Direct delivery item to generate auto purchase order with PO details displayed on screen.
  • Check reference number under Product tab to view automatically created PO corresponding to the SO.
  • Click on reference number to access approved status auto-generated PO showing relationship to SO.
  • Delivery tab on purchase order displays item type as Direct Delivery and Direct Delivery check is enabled.

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