Outcomes - Sales Order Processing

Checklist to validate Sales Order Processing in Bevica Select. Post shipments and invoices, then verify item, value, and customer ledger entries.

Use this checklist after the Sales Order Processing training.

It helps you prove you can create, release, and post sales orders correctly.

Before you start

You need:

• Access to Bevica Select (ideally a test company)
• Introduction to Business Central
• Inventory
• Sales Order Processing

Recommended:

• Work through this with a finance user.
• Capture evidence (posted shipments/invoices, item ledger entries, and G/L impact).

Completion criteria (what “done” looks like)

You’re done when:

• Users can create all sales order types your business needs.
• You can handle credit hold, reservations, and returns safely.
• You can prove the posting impact (item/value/G/L entries).

Sales orders

Create sales orders for the scenarios you actually use

Do

1. Create a Duty Free sales order (if applicable).
2. Create a Duty Paid sales order (if applicable).
3. Add a customer Delivery Charge.
4. Add an Additional Charge (if used).
5. Create a sales order for a sample (if used).
6. Create an order for bottles and/or cases.
7. Create a foreign currency sales order (if used).
8. Send an order confirmation to a customer.

Check

• Availability, VAT, and pricing behave as expected.

Useful references:

• Simplified Sales Order process diagram
• Document Additional Charges

Optional sales order types

If these apply to your business:

Do

1. Create an Excellar order.
2. Create a Commission order.

Check

• The operational and financial impact is understood before go-live.

Sales quotes (optional)

Skip this section if you don’t use quotes.

Do

1. Create a sales quote.
2. Convert it to a sales order.

Check

• Defaults and prices flow as expected.

Blanket orders (optional)

Skip this section if you don’t use blanket orders.

Do

1. Create a sales blanket order.
2. Create an order from the blanket order (change Qty. to Ship).
3. Link a manually created order to the blanket order.
4. Link a return order to the blanket order.
5. Explain the blanket line quantities:

   • Quantity
   • Quantity to Ship
   • Quantity Shipped
   • Quantity Invoiced

Check

• Users can tell what is still outstanding.

Sales return orders (stock returns)

Do

1. Create a return using Get Posted Document Lines to Reverse:

   • return to stock
   • return without putting goods back into stock
2. Return a partial case (1 bottle).
3. Return into a different location.

Check

• You can trace the reversal across:

  • posted documents
  • item ledger entries and value entries
  • the G/L impact

Useful reference: Working with Sales Return Orders.

Sales comments and notes

Do

1. Add customer comments (Internal / Delivery Instruction / Pick Instruction / Sales Documents / Purchase Documents).
2. Add ship-to address comments.
3. Add line comments on an order or invoice.
4. Create and use Standard Text for repeatable comments.
5. Decide whether you will use item extended texts.

Check

• The right notes show up at the right stage (order vs pick vs invoice).

Credit held orders

Do

1. Configure when credit warnings appear.
2. Set whether credit limits are checked at sell-to or bill-to.
3. Force credit hold on a customer.
4. Grant users the ability to credit release sales orders.
5. Credit release a held order.

Check

• You understand who can override credit and why.

Useful reference: Credit held orders.

Ship and invoice

Do

1. Explain the difference between Ship and Ship and Invoice.
2. Ship and invoice a single order.
3. Bulk ship and invoice orders.
4. Print or email sales invoices.

Check

• You can review the posted documents and find the posted entries.

Useful reference: Email sales invoices and credit memos.

Open Sales Lines

Monitor outstanding demand

Do

1. Open Open Sales Lines.
2. Filter it by:

   • Document Type
   • Type
   • Posting Date
   • Customer No.
3. View reservations against outgoing demand.

Check

• Users can answer “what needs shipping” quickly.

Prepayments (if used)

Skip this section if you don’t use customer deposits.

Do

1. Set a default Prepayment % on a customer.
2. Create an order with a prepayment %.
3. Post the prepayment invoice and review entries.
4. View the posted prepayment invoice from the sales order.
5. Check for outstanding prepayment invoices.
6. Reverse/cancel a prepayment invoice (prepayment credit memo).

Check

• You can see which orders are blocked waiting for prepayment.

Useful reference: Prepayment Invoicing.

Sales prices and discounts (if used)

Do

1. Create an All Customers price list and validate it on an order.
2. Explain the “most specific” pricing rule.
3. Create item/customer pricing and validate it.
4. Use customer price groups and validate them.
5. Create duty free vs duty paid prices (if applicable).
6. Explain the impact of Unit of Measure Code on pricing.
7. Create and apply discount groups.
8. For foreign currency orders:

   • validate the exchange rate used on posting
   • add a spot exchange rate and confirm the result

Check

• Users can predict which price/discount will be chosen.

Useful reference: Sales and Purchase Prices and Discounts (New Price Experience)

Checking sales margins

Do

1. View sales margin on order lines.
2. Filter margins on Open Sales Lines.
3. Explain the difference between:

   • sales margin fields on sales lines
   • cost fields on item ledger / value entries

Check

• Users understand “estimated margin” vs “posted cost”.

Bevica Reservations (deep-dive)

Do

1. Manually reserve against a specific receipt.
2. Cancel a reservation.
3. Auto-reserve a single line and an entire order.
4. Reserve against incoming supply.
5. Release an order and review auto-reservations.
6. Manually reserve transfer order lines against a specific receipt.

Check

• You know when manual reservation is required (provenance, rotation, commitments).

Useful reference: Bevica Reservations.

Sales document types (if used)

Do

1. Create a new Sales Document Type.
2. Add a Sales Document Type to an order.
3. Filter sales orders and posted invoices by Sales Document Type.

Check

• Your reporting uses the field consistently.

Reporting

Do

1. Run Customer/Item Sales Analysis with date filters.
2. Run the MAT report with date and customer filters.

Check

• You can explain what questions each report answers.