Dynamics AX 2012 Trade - Sales Orders - Sales Order

6
Sales Order Sales and marketing > Common > Sales orders > All sales orders Sales orders represent all the goods or services that need to be delivered to customers. Sales orders can be entered directly or created from a Quotation. Summary 1. Create a Sales order 2. Enter Sales order lines 3. Print Confirmation Steps Add commonly used fields to the Sales order header FastTab and the Sales order lines grid Tips

Transcript of Dynamics AX 2012 Trade - Sales Orders - Sales Order

Page 1: Dynamics AX 2012 Trade - Sales Orders - Sales Order

Sales OrderSales and marketing > Common > Sales orders > All sales orders

Sales orders represent all the goods or services that need to be delivered to customers. Sales orders can be entered directly or created from a Quotation.

Summary

1. Create a Sales order2. Enter Sales order lines3. Print Confirmation

Steps

• Add commonly used fields to the Sales order header FastTab and the Sales order lines grid

Tips

Page 2: Dynamics AX 2012 Trade - Sales Orders - Sales Order

Create a Sales order

• Click the new Sales order button.

• Choose the Customer account.

• Reference the Customer’s requisition number.

• Click OK.

40

Sales Order

Page 3: Dynamics AX 2012 Trade - Sales Orders - Sales Order

Enter Sales order lines

• Choose the Item number.

• Enter Quantity of items.

41

Sales Order

Page 4: Dynamics AX 2012 Trade - Sales Orders - Sales Order

Sales order header

Item number

Line details

Interactive 2.2 Sales Order Lines

1 2 3

Sales Order

Page 5: Dynamics AX 2012 Trade - Sales Orders - Sales Order

Movie 2.2 Sales Order

Sales Order

Page 6: Dynamics AX 2012 Trade - Sales Orders - Sales Order

Print Confirmation

• On the Sell tab, click the Sales order confirmation button.

• Mark Posting.

• Mark Print confirmation.

• Click OK.

44

Sales Order