Sales Order Provisioning

1. Follow your normal sales process to closing a deal. If you use Dynamics 365 for your sales process, create a quote on the opportunity form. When a deal closes, close the quote as won, which will update the opportunity to won, and “Create Order.” Orders can also be created manually without an opportunity or quote.

2. Once all products are on the Order form, hit “Provision Order.”

   

3. Provisioning subscriptions for a net new customer will result in this screen.

   

4. Create a New Billing Contract Using the Create New Billing Contract Button
5. Or Add the Services to an existing Billing Contract by selecting the Billing available Billing Contracts for the customer.
6. Select the Items in the Product list that you want to include in the provisioning
7. The system will add quantities or Create a new Subscription based on the selection criterion and associate it the Provider selected in the Provision On Column.
8. Click Save to complete the provisioning.

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The sales order provisioning process has been completed.