Business value

In standard Microsoft Dynamics 365 for Finance and Operations , only regular automatic charges are applied to sales quotations.

If you configure charges with a “from value” and "to value" (tiered charges), the system does not add these charges to the sales quotation. Instead, it calculates them automatically when the quotation is converted into a sales order and the order is completed.

As a result, the final invoice may differ from the original quotation. The Order Entry Optimization solution addresses this limitation.

It adds the Tiered charges (calculation) button to the sales quotation. This feature allows users to:

• Calculate tiered charges directly on the sales quotation
• Review the total amount before sending the quotation to the customer
• Ensure the quotation matches the final invoice

By calculating tiered charges in advance, you can provide accurate pricing to customers and avoid discrepancies between the quotation and the invoice.