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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

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