MB-800 Exam Dumps : Microsoft Dynamics 365 Business Central Functional Consultant

Create a Customer Discount Group

Create an Item Discount Group

Select the Item Discount Group for the Item

Comprehensive Detailed Explanation

To configure sales discounting in Dynamics 365 Business Central, you need to set up the relationship between customers and items so that the system can automatically apply the correct discounts during sales transactions. The process involves both customer grouping and item grouping.

1. Create a Customer Discount Group

This step defines which customers are eligible for group-based discounts (e.g., a retail chain, buying group, or brokers).

By creating a Customer Discount Group, you can later apply uniform discount rules across all customers belonging to that group, instead of configuring each customer individually.

2. Create an Item Discount Group

Next, you create Item Discount Groups to categorize items into discountable product lines (e.g., Olive Oils, Spices, Snacks).

This ensures that discount rules apply consistently across items in the same category, rather than having to define rules item by item.

3. Select the Item Discount Group for the Item

Finally, you link each relevant Item Card to the correct Item Discount Group.

This connection ensures that whenever a sales order/invoice is created for a customer belonging to a discount group and includes items in an item discount group, the system automatically applies the correct Sales Line Discounts.

Why not the other actions?

Define the Sales Invoice Discounts → Used for invoice-level discounts, but here the requirement is item/line-based discounting.

Define the Customer Special Sales Prices & Discounts → Used for customer-specific or promotional pricing, not for group-wide discount structures.

Configure Discount Posting in Sales & Receivable Setup → Relevant for accounting/reporting (whether discounts post separately) but not for setting up how discounts are determined and applied.

Define the Sales Line Discounts → This is the outcome of linking customer discount groups and item discount groups, but it requires the setup steps above first.

Microsoft References

Set Up Customer and Item Discount Groups

Work with Sales Line Discounts

Special Prices and Discounts in Business Central

Comprehensive Detailed Explanation

The company’s reporting requirements are:

They need to analyze which customers are buying which items.

They need to analyze which salespeople are selling in which regions.

They also need consistent reporting for Customer Groups, Item Groups, Salesperson, and Region.

In Business Central, dimensions are the mechanism to capture these classifications (customer groups, item groups, salesperson, region). To configure reporting dimensions properly, the following steps are required:

Set up dimensions

Before using any dimensions, you must define them in the Dimensions page. This is where new entries such as Customer Group, Item Group, Salesperson, and Region are created.

Correct action: Create a new entry on Dimensions.

Configure global dimensions

Business Central allows two global dimensions that become available on all transaction lines and entries. These are the most used reporting breakdowns.

Since the company must always report sales by customer and item, these should be set as global dimensions.

Correct action: Change global dimensions on General Ledger Setup.

Configure shortcut dimensions

Shortcut dimensions (up to 8) are additional reporting dimensions that can be made available for entry on journals, documents, and transactions. These are perfect for Region and Salesperson requirements.

Correct action: Choose a shortcut dimension code on General Ledger Setup.

This setup ensures reporting can directly answer the business questions in financial results and enable analysis across Customer Groups, Item Groups, Salespeople, and Regions.

Microsoft Learn References

Work with Dimensions

Set Up Dimensions

General Ledger Setup – Global and Shortcut Dimensions

Analysis by Dimensions

Comprehensive Detailed Explanation

Deliver on a specific customer date

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