Microsoft Dynamics® AX 2012: Create a sales order

Scenario: User receives a call from some customer, who is going  to order a Transmitter. The item number is 1001 Condex PLC. Following are the steps to create new sales order

  1. Go to Sales and Marketing > Common > Sales orders > All sales orders list page.

SalesOrder 

By selecting All Sales Orders the following window will be opened,This displays a list of all sales orders in the grid,The preview pane displays the lines of the selected sales order

New Sales Order 

  1. Click New > Sales order in the action pane as shown in above screen
  2. The Create sales order form opens and the focus is on the customer account number. You can start typing in the dropdown list to find the customer by pressing Tab to go to the customer account name field in the dropdown list, and then type Condex until you find Condex PLC, customer number 20001. Click the record or press ENTER to select the customer.

 

 New Sales Order1

|Cutomer selected on follwing screeen

 

CreateOrderWindow 

  1. Go to Mode of delivery in the Shipping FastTab. Change the mode of delivery to 20 -Air.

DeliveryMode

 

  1. Press OK to create the sales order and enter the sales order lines on following Screen

Created Line

 

  1. Enter the item number 1001.
  2. Enter Quantity 1, Warehouse 21 etc.
  3. Most of the details on the sales order header are default values based on the customer and company setup. However, if you want to check the header, click Show > Header view in the Action pane to see all the fields.

HeaderFields

 

  1. Close the Sales order form.
  2. Sales order number SO00021 is created

Created SAO

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s