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80305A_06

80305A_06

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Published by Eric Caldwell

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Published by: Eric Caldwell on Jun 21, 2012
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Chapter 6: Sales Orders
6-1
CHAPTER 6: SALES ORDERS
Objectives
The objectives are:
 
Review the various forms and list pages for working with salesorders.
 
Determine and apply different sales order types.
 
Set up account receivable order parameters.
 
Create a sales order and add lines to it.
 
Specify multiple delivery addresses for sales order lines.
 
Discuss how to set up a delivery schedule on a sales order.
 
Set up the Delivery dates feature to specify and update requesteddates.
 
Use the Available dates feature to specify and update request dates.
 
Create order entry deadlines and order entry deadline groups for sites.
 
Create an order of the Direct delivery type and update the order 
 
Review the sales order posting status and profiles.
 
Discuss how to generate a sales order confirmation.
 
Discuss how to generate a sales order picking list.
 
Review the picking list registration process.
 
Discuss how to generate a packing slip for a sales order.
 
Explore the Shipment carrier interface feature.
Introduction
Sales Orders reviews the process for creating and managing sales orders inMicrosoft Dynamics
®
AX 2012. Sales orders are used throughout the sales process to record information about the goods and services that a company isselling to various customers.
 
Supply Chain Foundation in Microsoft Dynamics
®
 AX 2012
6-2
Working with Sales Orders
Various forms and list pages are available for creating, reviewing, and updatingsales orders. The following topics review the
Sales order
form and
Sales order
 list page functionality.
All Sales Order List Page
The
All sales orders
list page is found in
Sales and marketing > Common >Sales orders > All Sales orders
. The list page displays all sales orders for thecurrent company. It can be used to create, change, or review any sales orders inthe system for the company that you are logged in to.
FIGURE 6.1 ALL SALES ORDER LIST PAGE
The
All sales orders
list page contains two FactBoxes that display additionalinformation about the selected sales order.
 
Latest sales orders
- displays a list of recent sales orders for thesame customer as the sales order that is selected in the grid. The user can browse to a related sales order by clicking the
Sales order
link inside the FactBox.
 
Related information
- displays the number of open quotations, opensales orders, unpaid invoices, return orders, and open cases for thesame customer as the sales order that is selected in the grid.
 
Chapter 6: Sales Orders
6-3
The buttons in the Action Pane are used to complete various tasks that are relatedto the selected sales order(s). Not all buttons are available when you select morethan one sales order.The preview pane on the
All sales orders
list page displays a list of each line onthe selected sales order.
Sales Order Form
The
Sales order
form is used to enter and view the details about one specificsales order. There are several methods to open the
Sales order
form:
 
Open
Sales and marketing > Common > Sales orders > All salesorders
. Next, click 
Sales order
in the
New
group of the ActionPane.
 
Open
Sales and marketing > Common > Customers > Allcustomers
. Next, click 
Sales order
in the
New
group on the
Sell
tabof the Action Pane.
 
Open
Sales and marketing > Common > Sales orders > All salesorders
. Next, select the desired sales order and then click 
Edit
in the
Maintain
group of the Action Pane.
 
Open
Sales and marketing > Common > Sales orders > All salesorders
. Next, double-click the desired sales order.The
Sales
 
order
form has two views available: header view, line view, and editin grid view.

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