COSMO Project Manufacturing offers integration of functionality between the job, budget and sales processes. In this way, efficiency and accuracy are increased.
Sales Quotes and Sales Orders can be linked to the job in two ways:
- A Sales Quote or Sales Order can be created based on a job position
- A Sales Quote or Sales Order can be imported into a job
In this section, Sales Quotes and Sales Orders are created in the Job Budget Calculation page. Alternatively, sales documents can be created in the Job Budget Sales page.
The Opportunities and Interaction functionalities from standard Microsoft Dynamics 365 Business Central Sales & Marketing are integrated in the sales cycle of COSMO Project Manufacturing.
From an Opportunity, a job can be created by choosing the Assign Job action on the Process menu. Once ready for sales processing, a Sales Quote or Sales Order can be created based on a job position.
The Job No. in the Interactions Log Entries makes is possible to log activities related to a Job and Main Job. If a new contact interaction is created by choosing the Create Interaction action on the Job Contacts page, the Job No. is defaulted to the Create Interaction Wizard. In any other case, the Job No. can be assigned manually.
Refer to the Microsoft Dynamics 365 Business Central Help for more information about Opportunities and Interactions.
The following table describes a sequence of tasks, with links to the topics that describe them.
|Learn about special WBS positions that are used to provide an alternative or optional line item for a customer on the sales quote.||Special Positions for Sales Documents|
|Create sales quotes from the job and learn about the Rolling Calculation after quote.||Create Sales Quotes|
|Convert sales quote to a sales order and view the updated Rolling Calculation.||Create and Release Sales Orders|
|Update the job status after changing to an order.||Update the Job Status|
|View a sales document from the job line or action bar.||View a Sales Document from the Job|
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