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Sales order summary in D365

Introduction

The Sales order summary feature in D365 provides Summary by Copilot Fast Tab in All sales orders page that shows an overview of the selected sales order’s status.

 It shows the number of partially or fully confirmed, picked, shipped, and invoiced lines under status and shows insights, such as a summary of order lines that are overdue or nearly overdue and lines without confirmed ship dates in Summary by Copilot Fast Tab

Sales Order Summary in D365

The Status and Insights section provides links which allow users to filter the order lines according to their status and insights. Use the filters to quickly find relevant order lines so that the user can take appropriate action

Sales order summary feature is default in D365

Prerequisites

  • This feature will be available in Version 10.0.40 or later

The F&O environment requires integration with the power platform. Usually, all the components that are required to use Copilot summaries are automatically deployed when Power Platform Integration is enabled

Summary by Copilot in different stages in sales order.

  • Go to Sales and marketing > Sales orders > All sales orders.

                                                  or

  • Go to Accounts receivable > Sales orders > All sales orders.
  • Click New and create a sales order.

Summary by Copilot at sales order confirmation level

Here, a sales order is created with multiple lines.

User can find the status and insights from summary by copilot fast tab for the SO as shown below

User can find the respective links under the status and insights; user can click on the links and can land on the link – related information

sales summary order
  • Overdue or nearly overdue lines – The number of sales order lines that are waiting to ship and have requested or confirmed date, that’s after the current date.
  • Lines without confirmed ship dates – The number of sales order lines that are not fully shipped and don’t have a confirmed ship date.

 

Here, User can click on Filter to Overdue or nearly overdue lines   link to find respective SO lines.

sales summary order

Here, the user can find the list of sales order lines which are Overdue or nearly overdue. 

Here, User can click on Filter to lines without confirmed ship date   link to find respective SO lines.

Here, the user can find the list of sales order lines without a confirmed ship date.  

Summary by Copilot at sales order pick & pack level

 

Here, in the SO, Two SO lines are picked, and the other lines are not picked. Users can find the summary of status and insights with respective links as shown below in Summary by copilot tab.

sales summary order

Here, users can click on Filter to not fully picked lines link to view the respective lines.

sales summary order

Here, users can find only not fully picked lines under the SO lines fast tab.

sales summary order

Here, users can click on Filter to not fully shipped lines link to find respective line.

sales summary order

Here, users can find only Not fully shipped lines under sales order lines fast tab.

sales summary order

Here, users can find Filter to not fully picked lines link after partially shipped, click on that user can find respective lines.

sales summary order

Here, user can find not fully picked lines under SO lines fast tab.

After fully shipped user can find status and insights as shown below.

sales summary order

Summary by Copilot at sales order invoice level

After partially invoiced user can find status as shown below screen shot.

sales summary order

After fully invoiced user can find status as The order is invoiced as shown below.

NOTE:

  • The summary by copilot is available also for existing sales orders at any level.
  • Insight information will be available until the sales order is completely shipped.

Conclusion

The Sales Order Summary in Dynamics 365 provides a comprehensive view of order status, fulfillment, and financial impact, helping businesses streamline their sales operations. With real-time insights, automated workflows, and integrated reporting, organizations can enhance customer satisfaction, reduce errors, and optimize revenue management.

By leveraging D365 Sales Order Summary, businesses can improve efficiency, ensure timely deliveries, and make data-driven decisions for sustainable growth. Start utilizing this feature to enhance your sales process today.

Looking to enhance your procurement process with Dynamics 365? Start leveraging the Purchase Order Summary today for greater efficiency and accuracy.

We hope this blog has offered valuable insights and practical advice for your professional journey. If you found it beneficial, please consider sharing it with your network. We welcome your feedback and thoughts, so don’t hesitate to contact us directly. Thank you for reading, and we look forward to engaging with you further!

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