In dynamics Ax 2012, we can sale stock Item and service Item through sales orders.
We can create sales order from Sales and Marketing module or Account receivables module.
Currently I am creating and exploring Sales order on demo data contoso data and legal entity UsMF.
Open Sales and distribution module and from common menu expand sales order and click on “All Sales order” menu.
Click on it and open sales order
Now click on top Sales button
A new popup or dialog open
Select customer for against you want to enter sale Order. For example I create Sales order for Cave wholesales customer.
Now expand General fast tab. Customer Invoice Account is already selected, we can also change Currency, currently I select USD.
If we explore Order type. We find five type of sales order
We explore more, we found
Journal: If we select sales order of type Journal. There is no financial and Inventory impact of sales order.
Subscription: We can create period re-occurring sales order.
Sales Order: Sales order type will be have impact on financial and Inventory.
Return Order: We can register return sales order.
Please select Sales Order and click on ok.
From Administrator fast tab, you can also select sales order origin for example we are register sales order from phone call, mail, fax or email. Similarly I also select Sales responsible.
Click ok to Create Sales Order
It will open Sales order detail page. By default it will open Item view
Now we select Item for sales and Item configuration.
Other Item other dimension can be set like warehouse and site.
For current sales line I enter 2 percent discount amount.
Similarly we can create multiple items.
Sales from action pane click on Sell tab and click on confirm button
Posting a Sale Order confirmation will nothing more record keeping the document. It is just create a receipt for insure customer that your sale order is booked or confirm,
You can generate print and click OK to confirm it
I confirmed the sales order multiple times, you can see the confirmation history from sell action tab strip
Further sale order processing will be in next post