CORRECT TEXT
You are a functional consultant for Contoso Entertainment System USA (USMF).
You recently configured all the sales taxes of USMF.
You need to validate the sales taxes by creating a sales order.
The sales order must contain the following information:
✑ Customer: Contoso Retail Los Angeles
✑ Product: T0001
✑ Quantity: 1
✑ Size: 10
To validate your result, create a proforma invoice for the sales order and save the invoice in Microsoft Excel format to the DownloadsSales folder.
To complete this task, sign in to the Dynamics 365 portal.
Answer: You need to create a sales order then create a proforma invoice for the sales order.
Create the sales order:
✑ Go to Navigation pane > Modules > Accounts Receivable > Sales orders > All sales orders.
✑ Select New.
✑ In the Customer account field, select the drop-down button to open the lookup.
✑ In the list, find and select the customer record for Contoso Retail Los Angeles.
✑ Select OK.
✑ Under the Sales order lines section, select the Sales order line.
✑ In the Item number field, select the drop-down button to open the lookup.
✑ Select item T0001.
✑ If the Size dimension is not displayed, click on Sales order line > Display > Dimensions.
✑ Select the Size dimension.
✑ Click OK.
✑ In the Size field, select the drop-down button to open the lookup.
✑ Select Size 10.
✑ In the Quantity field, enter 1.
✑ Click on the Sell tab.
✑ Under Generate, select Confirm sales order.
✑ Click OK.
Create the proforma invoice:
✑ On the sales order page, click on the Invoice tab.
✑ Under Generate, select Pro forma invoice.
✑ Set the Print invoice option to Yes.
✑ Click OK.
✑ Click on Export.
✑ Save the invoice in Microsoft Excel format to the DownloadsSales folder