O2C Quizz

In what order is the customer and contract information required to be created in D365?

• Project ID, Project Contract ID, Customer account, Sales agreement.

• Customer account, Project ID, Project Contract ID, Sales agreement

• Customer account, Project Contract, Sales agreement.

2. Does D365 have the functionality to generate recurring invoices?

• Yes

• No

3. What criteria is used to search for a customer account in D365?

• Customer account number

• Customer tax number

• Customer name

The post packing list functionality allows you too..

• Draft a copy of the packing list

• Generate a delivery note for your stock items that will be sent to the customer

• Generate a delivery note for your customer.

What is the main purpose of the Project Contract ID in D365

• Setup pricing rules

• Define contract agreement

• Specify the customer invoice address to be used for the associated Project ID

A Tsebo user wants to be notified every time a Project is created for their Division, what must be completed to ensure the requirement is met:

• Create a workflow requirement on the Projects form.

• Create a custom alert requirement on the Projects form

• Phone the system administrator.