You need to create orders for large quantity purchases. What are two possible ways to achieve this goal? Each correct answer presents a complete solution NOTE: Each correct selection is worth one point.
A.
Create an invoice from the order record.
B.
Make a copy of the quote and save it as won.
C.
Select Won when prompted.
D.
Select a Create order from the Quote record.
E.
Select Convert to work order from the Opportunity record.
The question asks to create an order with many product item, so I think the right answer is D and E. B doesn't seem to be right, if you close the quote as won doesn't create the order.
OK but E sounds like a "Field Service" option. Moreover, in the description of the Business Case we have "Customers who buy a large quantity of tickets to a show must always get a quote first.
Orders must always be created from the Quote record when it is a large purchase."...
D is OK
Quoted from the case study requirement:
"Orders must always be created from the Quote record when it is a large purchase."
A - Is a later stage in the sales process and it is assumed the Order has already been created. The question states "create an order"
C - Yes, when you close a quote as Won, it does create an order but the wording is so ambiguous. Compared to B, you can manually recreate the same quote from scratch (though a bit time-consuming) and close it as Won. The system allows for this
E - I agree with christosp619. It sounds like a Field Service function instead of Sales
ERRATUM:
C - Revise function creates a copy of the original quote with an updated version number. This can be done even for closed quotes
Appreciate any insights from the community. Thanks!
Looking back to the question, "Customers who buy a smaller quantity of tickets that do not have quotes must have an invoice sent to them."
The staff may issue invoice if it is a smaller amount of tickets, aftering ruling out B, D, E and reading on the questions, I think AD is too correct answer.
I think the correct answer is A & D.
B is incorrect as there is no way to copy a quote and save it as won. I have tried to "Revise" an active quote, the old quote will be closed and there will be no "Save as Won" option.
C is incorrect, I don't see any prompted on system about "Won".
E is incorrect, as work order is not equal to order, they are different things.
Looking back to the question, "Customers who buy a smaller quantity of tickets that do not have quotes must have an invoice sent to them."
The staff may issue invoice if it is a smaller amount of tickets, aftering ruling out B, D, E and reading on the questions, I think AD is too correct answer.
Convert to work order is part of Dynamics 365 Field Service.
At Background it says 'The company plans to implement Dynamics 365 Sales.'.
So the answer is correct as you can repeat the 2 steps multiple times(copy quote -> save as won -> create order.)
Yes, so I bet the answer is AD. As B,C,E are ruling out.
upvoted 1 times
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A (35%)
C (25%)
B (20%)
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