In this video, we'll learn how to view and navigate
these sales and fulfillment orders in Dynamics 365
Intelligent Order Management. In the application, as orders come in
from providers,
I'm going to see them are sales orders,
and then as they’re fulfilled
they'll be fulfillment orders. So let's have a look at
our sales
order. If we open up the first one here,
what we're going to see is information related to that
order.
And then we're going to see the lines. If we
go into one of the lines,
we can navigate from the sales order line.
If it's been shipped or have a relevant fulfillment,
and so therefore we can navigate over to the fulfillment.
And we'll see what happened with that particular order from
a fulfillment point of view of the lines and what
lines are actually included on that.
And so conversely, if we see the individual fulfillment,
we can navigate into that.
So if we want to go back to the original
order line,
then we can navigate back to the order line.
And so this will take us back to the order
product,
which is the underlying product.
If we want to navigate up to the header and
then I can click on that and navigate up to
the overall order header so we can see the lines
back on the order. Now as a user,
what I can do is work with these to have
a look at different
views that I might want to work with.
So I've got my system view here I can filter
these. So let's say for example,
I want to look at orders that have been shipped,
for example. Then I can use the filtering to navigate
and apply and therefore I just have shipped orders.
We can change the sort order through the sorting so
we can find the orders in this example based on
the reason or based on the date.
For example, depending on how we want to look,
look at these so that gives us the ability to
find
the sales orders that we might be trying to search
for. Similarly in the fulfillment orders I can use the
filtering finding if I'm looking for orders that need to
be fulfilled from a certain source, in in this
example,
then I can filter and find on those particular orders,
so the filtering and finally gives me the ability to
work with those bulk records to narrow down what I
need to work on.
Now we have different views,
in the fulfillment status system views,
which is the active and inactive fulfillments.
In this case, everything's active.
Additionally, if I want to use my daily events dashboard,
there will be a summary here of orders that,
for example, haven't shipped yet,
and therefore this gives you the ability to see at
a glance potentially orders that are past due.
So you can focus on those.
Additionally, as sales orders are a common.
Dataverse entity. If I am using other applications like
sales or customer service that are able to view sales
orders then I can also see those orders in those
applications as well. We’ll be able to navigate from related
data like master data like my accounts.
For example if I can
find my accounts and my consultants in this example and
then we can find related, which will give us the
ability to see orders
that are related to this account.
Therefore I can see my fulfillment orders.
Additionally, if I want to look at my products and
this is my Accu scale.
For example, I could use the related to go and
have a look at those fulfillment orders based on the
products.
So overall that gives us a quick look at the
sales orders in the fulfillment orders and how to navigate
with them to view that data for their transactions coming
through the system. Dynamics 365 Intelligent Order Management is a
new application in the family of Dynamics 365 applications built
on the Microsoft Power Platform running on the Microsoft Azure
Cloud. To learn more about Dynamics 365 Intelligent Order Management,
visit our Community site, documentation
site, Marketing site, or our blog at these links.