Salespeople must avoid promising inventory that is not available.
To check whether the requested delivery date can be met, the correct action is to review Item Availability by Periods.
This allows them to see when stock will be available across time periods, ensuring promised delivery dates are realistic.
Other options are less accurate:
Change the Requested Delivery Date → does not confirm if stock is available.
Check the Catalog on Sales Line → only for product lookup, not availability.
View the Location Code → shows location assignment, not time-phased availability.
Correct: View the Item Availability by Periods
Process quotes
Requirement: Salespeople must convert quotes to orders once they are finalized.
In Business Central, this is done by selecting Make Order from the Sales Quote.
Other options:
Make Invoice → bypasses order process, not applicable here.
Copy Document → creates a new document, not the required process.
Release → applies to orders but not to quotes-to-orders conversion.
Correct: Choose Make Order
Microsoft Learn References
Check Item Availability
Convert Sales Quotes to Orders
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