SIMULATION - You are a functional consultant for Contoso Entertainment System USA (USMF)
You recently configured all the sales taxes of USMF.
You need to validate the sales taxes by creating a sales order.
The sales order must contain the following information: -> Customer: Contoso Retail Los Angeles -> Product: T0001 -> Quantity: 1 -> Size: 10 To validate your result, create a proforma invoice for the sales order and save the invoice in Microsoft Excel format to the Downloads\Sales folder.
To complete this task, sign in to the Dynamics 365 portal.
See explanation below.
You need to create a sales order then create a proforma invoice for the sales order.
Create the sales order: 1
Go to Navigation pane > Modules > Accounts Receivable > Sales orders > All sales orders.
2
Select New.
3
In the Customer account field, select the drop-down button to open the lookup.
4
In the list, find and select the customer record for Contoso Retail Los Angeles.
5
Select OK.
6
Under the Sales order lines section, select the Sales order line.
7
In the Item number field, select the drop-down button to open the lookup.
8
Select item T0001
9
If the Size dimension is not displayed, click on Sales order line > Display > Dimensions.
10.Select the Size dimension.
11.Click OK.
12.In the Size field, select the drop-down button to open the lookup.
13.Select Size 10
14.In the Quantity field, enter 1
15.Click on the Sell tab.
16.Under Generate, select Confirm sales order.
17.Click OK.
Create the proforma invoice: 1
On the sales order page, click on the Invoice tab.
2
Under Generate, select Pro forma invoice.
3
Set the Print invoice option to Yes.
4
Click OK.
5
Click on Export.
6
Save the invoice in Microsoft Excel format to the Downloads\Sales folder Reference: https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/tasks/create-sales-orders.
To validate the sales taxes configured in USMF, you need to create a sales order and a proforma invoice. Here are the steps to accomplish this:
Sign in to the Dynamics 365 portal using your credentials.
Navigate to the Sales and Marketing workspace.
Click on the Sales orders tile.
Click on the New button to create a new sales order.
In the New sales order form, enter the following information:
Once you have entered the required information, click on the Save button to create the sales order.
To validate the sales taxes, you need to create a proforma invoice. Click on the Invoice button on the sales order form.
In the Create invoice dialog box, select Proforma invoice as the invoice type and click on OK.
The proforma invoice will open in a new form. Verify that the sales taxes are correctly calculated and applied to the invoice.
To save the proforma invoice in Microsoft Excel format, click on the Export to Excel button in the toolbar.
In the Export to Excel dialog box, select the Downloads\Sales folder as the destination for the file and click on OK.
The proforma invoice will be saved in the specified location in Microsoft Excel format.
By following these steps, you can validate the sales taxes configured in USMF by creating a sales order and a proforma invoice.