Comprehensive Detailed Explanation

The requirement: “You need to train users on how to process a special order for an established customer.”

From the case study:

“Special orders from new customers have a 25% prepayment. Established customers have only a 15% prepayment.”

Prepayments must be invoiced before the final invoice is posted.

Step-by-step process in Business Central:

Create a sales order

The user begins by creating a sales order for the special order.

Enter 15% in the Prepayment % field

Since this is for an established customer, the prepayment percentage is 15%.

The Prepayment % field on the sales order line or header controls how much must be prepaid before the order can be processed.

Enter the code for due on receipt in the prepayment payment terms code

Prepayments are typically due immediately. The code for “due on receipt” ensures that the prepayment invoice requires immediate payment.

Post and print the prepayment invoice

This generates the prepayment invoice for the customer and ensures that prepayment is received before delivery.

Why not “Enter the code for net 30 in the prepayment payment terms code”?

That applies to wholesale customer regular payment terms, not to prepayments. Prepayments are due immediately.

Why not 25%?

25% prepayment applies to new customers. For established customers, the requirement specifies 15%.

Microsoft Learn references

Set Up Prepayments

Process Sales Prepayments

Create Sales Orders with Prepayments