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Sales orders (form) [AX 2012]

Updated: February 24, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Common > Sales orders > All sales orders. To open an existing sales order, double-click the sales order. To create a new sales order, on the Action Pane, on the Sales order tab, in the New group, click Sales order.

–or–

Click Accounts receivable > Common > Sales orders > All sales orders. To open an existing sales order, double-click the sales order. To create a new sales order, on the Action Pane, on the Sales order tab, in the New group, click Sales order.

–or–

Click Project management and accounting > Common > Item tasks > Project sales orders. To open an existing sales order, double-click the sales order. To create a new sales order, on the Action Pane, on the New tab, in the New group, click Sales order

Use this form to create, maintain, and inquire about sales orders.

The following tables provide descriptions for the controls in this form.

The tabs and controls that were added to this form for the Transportation management and Warehouse management features in Microsoft Dynamics AX 2012 R3 are not described in this topic. For information about these features, see Transportation management and Warehouse management.

Action button

Description

Sales order

Create a new sales order.

Service order

Generate a new service order that is based on the current sales order.

Purchase order

Create a purchase order for the items that are listed on the current sales order.

Direct delivery

Deliver directly to the customer, and synchronize the delivery information with the orders.

Edit

Modify the details of the sales order. When you click this button, the sales order is switched from read-only mode to modify mode.

Delete

Delete the selected sales order.

Cancel

Cancel the line quantities for one or more sales orders.

Header view

View header and header-related information on FastTabs.

Line view

View the header and line information together. You can expand the lines and line details tabs to see more information about lines.

From all

Select the lines to copy to the current order. You can select from all existing sales orders, quotations, confirmations, packing slips, and invoices.

From journal

Select the lines to copy to the current order. You can select from the quotations, confirmations, packing slips, and invoices that were previously journalized from the current order.

Totals

View the totals for the sales order. Totals include the volume, discounts, sales tax, and subtotal amounts.

Attachments

View and open the documents that are attached to the current sales order. These attachments include external documents and notes.

Action button

Description

Credit note

Copy only from the invoices that are journalized to the current invoice account, and then convert the quality sign. You cannot change any check boxes or fields manually.

Charges

Create, modify, or view the charges that are specified for the current sales order.

NoteNote

The total value of the charges is displayed in the Totals form and is also included when the invoice total is calculated.

Sales tax

View the sales tax that is calculated for the current sales order.

Confirmed delivery dates

Calculate the delivery date that is confirmed for the sales lines by using the Delivery date control field.

Multiline discount

Calculate the multiline discount for the sales order. The trade agreements are searched, and multiline discounts are applied to the sales order lines that qualify for multiline discounts.

Total discount

Calculate the total discount for the sales order. The trade agreements are searched, and a total discount is applied to the sales order if it qualifies for a total discount.

NoteNote

This total discount overrides total discount percentages that have been manually applied in the header of the sales order.

Tiered charges

Calculate the tiered charges for the sales order. Tiered charges are applied when the order total, or the net amount of all order lines, fulfills the defined criteria. Any existing tiered charges that no longer apply are removed from the order header and replaced with applicable tiered charges. Charges that have not been applied based on tiers, such as charges for specific items or modes of delivery, are not removed from the order header. For more information about tiered charges, see About tiered charges on sales orders.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Sales order confirmation

Generate and print a confirmation of the sales order.

Pro forma confirmation

Generate and print a pro forma confirmation of the sales order.

Event kanbans

Start the pegging event process for the whole sales order.

Service agreement

Create a new service agreement that is based on the current sales order.

Sales order confirmations

View all the sales order confirmation journals that are issued for the current sales order.

Quotation confirmation journal

View all the quotation confirmation journals that are issued for the current sales order.

Prepayment

View the amount of the deposit that has been paid on the selected sales order.

Action button

Description

Check credit limit

Verify that the current credit limit that is set for the customer is not exceeded. For more information, see Check credit limit.

Prices

View the trade agreements that specify the prices and discounts that are set up for the customer on the sales order.

Credit card

Register the customer's request to pay by credit card. After you register the customer, you can authorize the customer to pay by the credit card that was registered.

Letter of credit

Create and manage a letter of credit or a request for import collection for the sales order.

NoteNote

This button is available only if you select the Enable import letter of credit, Enable export letter of credit, and Enable letter of guarantee check boxes on the Ledger tab in the General ledger parameters form.

Letter of guarantee

Create and manage a letter of guarantee for the sales order.

NoteNote

This button is available only if you select the Enable import letter of credit, Enable export letter of credit, and Enable letter of guarantee check boxes on the Ledger tab in the General ledger parameters form.

Intercompany sales order

View the intercompany sales order that is associated with the sales order.

Original sales order

View the original sales order for the intercompany sales order.

Purchase order

View the purchase order that is associated with the sales order.

Intercompany purchase order

View the intercompany purchase order for the record that you selected.

Action button

Description

Picking list

Update and print the picking list for the sales order.

Picking list registration

Confirm the items that are picked for sales orders, transfer orders, warehouse orders, or any order references that require that picking lists be registered.

Intercompany picking list

Generate and print the intercompany picking list for the sales order.

Packing slip

Generate and print one or more packing slips for the sales order.

Pro forma packing slip

Generate and print a pro forma packing slip for the sales order.

Non conformances

Create and update nonconformance records for items that do not meet predefined standards for performance or quality.

Quality orders

View a list of quality orders. For more information, see Quality orders (form).

E-mail addresses

Create, delete, or view the email addresses of customer contacts who must be notified about delivery information for the sales order.

Picking list

View all picking lists that are issued for the current sales order.

Packing slip

View all packing slips that are generated for the current sales order.

Action button

Description

Invoice

Register the customer invoice that is issued for the sales order.

Pro forma invoice

Print a pro forma invoice for the sales order.

NoteNote

The pro forma invoice is not journalized when you print it.

Payment schedule

View a payment schedule, or change a payment schedule to plan a series of smaller payments.

NoteNote

You must select the payment schedule on the Price and discount FastTab in the Header view.

Cash flow forecasts

View forecasts of the cash flow for the current account.

Open transactions

Settle a credit note with a customer invoice for the sales order.

NoteNote

You may have to settle a credit note if items are returned after you have already issued an invoice. You can enter a credit note in the Sales order form, and then settle the credit note with an invoice. The invoice amount is settled when the credit note is posted. For more information, see Settle open transactions - customer (form).

Credit invoicing

Correct the project sales invoice for the customer account.

NoteNote

(ESP) This control is available only to legal entities whose primary address is in Spain.

BLWI code

Verify and correct the settings for payment balances for the selected transaction.

NoteNote

(BEL) This control is available only to legal entities whose primary address is in Belgium. In addition, the Foreign trade configuration key must be selected.

Invoice

View a list of the invoice journals that are issued for the sales order.

Action button

Description

Print management

Open the Print management setup form, where you can view, copy, or override the transaction's default settings for print management. You can also set up a new copy of print management. Changes affect only the selected transaction. For more information, see Set up print management for a transaction.

Summary

View default sales values for summary updates. You can use the customer's settings as default values.

Trade agreements

View or maintain trade agreements, prices, and discounts.

NoteNote

Most of the forms that you can open here are read-only subsets of trade agreement details. However, when you click Create trade agreements, you can create a new trade agreement.

Activities

Create, view, or modify an activity for the selected sales order.

Cases

Create or view a case that is created for, or related to, the sales order.

Contact details

Create or update customer contacts for the sales order.

Supplementary sales items

Create and maintain extra items that must be added to the sales order lines when a specific quantity of an item is sold.

References

View reference orders that are related to the sales order. Reference orders include customer requisitions, customer references, return materials authorization (RMA) numbers, and intercompany orders.

Postings

View the most recent updates to confirmations, picking lists, packing slips, and invoices for the sales order.

Line quantity

View and maintain quantities for the sales order lines. The quantities are expressed in the sales unit or inventory unit.

Purchase order

View the purchase numbers of the purchase orders that are created from this original sales order.

Committed costs

View costs for the items that you are committed to, and that you are now obligated to purchase.

Attached sales agreement

View the sales agreement that is associated with the current sales order, if any.

This tab is displayed only in the line view of the form.

Field

Description

Name

The name that is used in the delivery address.

Delivery address

Select the delivery address for the products that were ordered.

For more information, see About alternative delivery addresses.

Delivery contact

The customer's contact person at the delivery destination.

Requested ship date

The date that you must ship the order to meet the receipt date that the customer requested.

Requested receipt date

The date that the customer requested as the receipt date for the order.

Confirmed ship date

The date that you have confirmed as the ship date for the order.

Confirmed receipt date

The date that you have confirmed as the receipt date for the order.

Customer requisition

The customer's requisition number.

Customer reference

The customer's reference.

Total discount %

Enter the percentage of the total discount for the order.

This grid is displayed only in the line view of the form.

Button

Description

Sales order line

Open a menu that contains the following items:

  • Delivery schedule – Create or modify a delivery schedule that is associated with the sales order line.

  • Credit note – Create a credit note for the sales order line.

  • From all – Copy from all the existing sales orders, packing slips, and invoices.

  • From journal – Copy only from the sales orders, packing slips, and invoices that were previously posted from the current sales order.

  • From line – Copy only from the sales orders lines, packing slip lines, and invoice lines.

  • BOM lines – Explode the bill of materials (BOM) lines that are associated with the sales order line.

  • Supplementary items – Calculate the charges for supplementary items.

  • Attachments – View the documents that are attached to the current sales order.

  • Return order lines – View the return order details for the sales order line.
    NoteNote

    This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

  • Dimensions – Select the inventory dimensions to display on the sales order line.

Financials

Open a menu that contains the following items:

  • Prices – View the prices and discount that are associated with the sales order.

  • Maintain charges – Create, modify, or view the charges that are specified for the current sales order line.

  • Sales tax – Calculate sales tax.

  • Credit invoicing – Correct a project sales invoice for a customer account.

    NoteNote

    (ESP) This control is available only to legal entities whose primary address is in Spain.

  • Committed costs – View all the committed costs for the sales order line.

Inventory

Open a menu that contains the following items:

  • Output orders – View or create output orders for the item on the order line.

  • Reservation – Reserve on-hand inventory for the order line.

  • Marking – Mark lots on the inventory for the order line.

  • On-hand inventory – View information about the on-hand quantity for the item on the order line.

  • Lot – View information about the lot that is associated with the item on the order line.

  • Transactions – View the inventory transactions that are associated with the item on the order line.

  • On-hand – View the intercompany on-hand quantities for the item on the order line.

  • Remove link – Remove the link to the intercompany purchase line.

  • Dimensions – Select the inventory dimensions to be displayed on the purchase order line.

Product and supply

Open a menu that contains the following items:

  • Production order – Create a production order based on the information on the sales order line. You can change the information before you create the production order, if you must.

  • Event kanban – Create kanbans for the sales order line. This option is only available when the kanban rule that is referenced is configured to create kanbans manually.

  • Configure line – Configure a product configuration model for the selected item.

  • Configured item – Configure a product model for product builder for the selected item.

  • ATP information – Calculate the available-to-promise (ATP) quantity for a product. The ATP quantity is the quantity of a product that is promised to a customer on any given date.

  • Supply overview – View an overview of the supply of a product on a sales order line. If the standard method of supplying the product does not meet requirements, you can investigate alternative supply methods. You can also review information about the various supply methods.

  • Non conformances – Maintain nonconformances that are associated with the item on the order line. Nonconformances are created for items that do not meet predefined standards for performance or quality.

  • Quality orders – Maintain quality orders that are associated with the item on the order line. Quality orders identify the tests, test results, and test quantity for an item.

  • Certificate of analysis – View, create, or print certificates of analysis for quality orders that are generated for products on the order line.

  • Net requirements – View the net requirements that are calculated for the selected order line.

  • Explosion – View the explosion of requirements for the selected order line.

  • Multilevel pegging – View the upstream and downstream transactions for the selected order line.

  • Composed of - tree – View or maintain the tree structure for the BOM that is defined for the product on the selected sales order line.

  • View pegging tree – View a pegging tree that provides an overview of the kanbans and kanban jobs that are pegged to the sales order line.

Update line

Open a menu that contains the following items:

  • Based on BOM – Renumber the current order line.

  • Deliver remainder – Update the remaining sales quantity on the sales order line.

  • Registration – Register items that have been delivered for the order line.

  • Pick – Pick the inventory items that have been updated. You can pick inventory items only if you entered a negative amount on the sales order line.

  • Direct delivery – Cancel direct deliveries for the sales order.

  • Create link – Link a sales agreement to the selected sales order line.

  • Attached – View the sales agreements that are attached to the sales order.

  • Remove link – Remove the link to a sales agreement.

Field

Description

Type

The type of order line. The order line can have one delivery or multiple deliveries. The types of order lines are indicated by various icons.

For more information about the types of order lines, see About delivery schedules.

Item number

Enter or select the unique identifier of the item.

Product name

The item description. This description is retrieved from the Released product details form.

Sales category

The category in the hierarchy of sales categories. If the order line has a product number that is internally defined, the category is derived from the setup in the product catalog. If the order line does not have product numbers, the category is selected on the lines.

Quantity

The quantity of items, expressed in the sales unit.

Unit

The unit in which the item is sold. The unit of measurement cannot be changed after the sales order is used.

Configuration

Select an item configuration to specify an item that has specific attributes.

NoteNote

You cannot change the item configuration after you update order transactions, such as the registration, packing slip, and invoice update.

Size

The size of the item.

Color

The color of the item.

Site

The site that ships the items that were ordered.

Warehouse

The warehouse that dispatches the items that were ordered.

Batch number

The batch number of the item.

Serial number

The serial number of the item.

Unit price

The proposed sales price of the item. This price is copied from the trade agreements that are associated with the sales order.

If you enter the net amount manually, the Unit price field is blank. As a result, the default unit price on the corresponding invoice is also blank.

Discount

The amount of the line discount per price unit.

Discount percent

The calculated line discount, expressed as a percentage per price unit.

Net amount

The net amount of the order line. The net amount is the total price of the order line after discounts are deducted and other costs are added. The following formula is used to calculate the total price of an order line: Quantity * (((Unit price - Line discount total) / Price unit) + charges) * (100 - Discount percentage)

If you enter the net amount manually, the Unit price field is blank. As a result, the default unit price on the corresponding invoice is also blank.

Quality order status

The status of the quality order that is associated with the sales order. The following values are used:

  • Open quality order

  • Closed quality order

Deliver now

The quantity to deliver together with the next packing slip or the quantity to be updated on the next invoice. The quantity is expressed in the sales unit.

This tab is displayed only in the line view of the form.

Tab

Field

Description

General

Sales category

The category in the hierarchy of sales categories. If the order line has a product number that is internally defined, the category is derived from the setup in the product catalog. If the order line does not have a product number, the category is selected on the lines.

Product name

The item description. This description is retrieved from the Released product details form. You can change the description. You can also create descriptions in various languages, and use the translations on printouts, in queries, or in dialog boxes.

Text

The description of the item or service on the line. This description is used in reports and in queries. The description is also copied to the Description field in some sales-related journals, and you can modify the description manually in these journals.

NoteNote

If the item number on the order line is not uniquely identified in the product database, this description is the main identifier of the item or service that was sold. If the item number on the order line is uniquely identified, this description adds more information about the item or service that was sold.

External

Enter the external item number. The external item number is the customer's item number for the inventory item.

Line number

The line number of the order line. The line number identifies the position of the order line in the list of order lines.

Origin

The origin of the sales order. The following values are used:

  • Source – The sales order is the original order.

  • Derived – The sales order is a generated order.

NoteNote

This field is blank if the sales order is not an intercompany order.

Stopped

Select the check box to prevent updates to the current order line.

Complete

Select the check box to indicate that the item line must be delivered in full. If you select this check box, partial deliveries are not allowed.

Line status

The status of the sales order line. The status indicates how far the sales order line has progressed in its life cycle.

Quality order status

The status of the quality order that is associated with the sales order. The following values are used:

  • Open quality order

  • Closed quality order

Setup

Lot ID

The issue lot for the item. The issue lot is generated in inventory when you create the order line.

Reservation

Specify how inventory reservations are made when you enter new order lines.

For more information, see Item reservation on sales orders.

Scrap

Select the check box if you want returned items to be scrapped when you create a new order of the Returned order type.

Return cost price

The inventory cost of the returned item. When you create an order line, the cost of the selected item is copied from the item's inventory cost. For more information about cost price, see Released product details (form).

Return lot ID

Specify a lot number for the returned items. Alternatively, you can specify a cost price in the Return cost price field when you create a credit note or an order of the Returned order type.

Main account

The ledger account that is used when you post lines to a specific sales account.

Sales tax group

Enter the customer's tax group.

Item sales tax group

The item's tax group. This group is copied from the item's base data to the order line. If lines are identified by a description and a category, the reporting type that is specified for the item sales tax group determines the column in which the line amount for the transaction appears on the EU sales list. The reporting type can be Item, Service, or Investment, or the field can be blank.

Sales group

The sales group of the order line. You can use sales groups to group several sales representatives. You can then allocate sales commissions based on groups.

Created date and time

The date and time when the record was created.

Address

Name

The name or company name that is used in the delivery address.

Delivery address

Select the delivery address for the products that were ordered.

For more information, see About alternative delivery addresses.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

Third-party name

The name of the third-party address that the products must be delivered to.

Address

The third-party address.

Product

Configuration

Select an item configuration to specify an item that has specific attributes.

NoteNote

You cannot change the item configuration after you update order transactions, such as the registration, packing slip, and invoice update.

Size

The size of the item.

Color

The color of the item.

Batch number

The batch number of the item.

Serial number

The serial number of the item.

Site

The site that ships the items that were ordered.

Warehouse

The warehouse that dispatches the items that were ordered.

Location

The location of the item in the warehouse.

Pallet ID

The unique identifier of the pallet. This identifier is also named the Serial Shipping Container Code (SSCC).

Product model number

The identifier of the product model.

Reference type

The reference number of the inventory lot that is associated with the item.

Reference number

The number of the production order line that the current sales order line covers.

Reference lot

The number of the sales order or production order that covers the current order line.

Sub-BOM

Enter the identifier of a sub-BOM.

Subroute

Enter the identifier of a subroute.

Packing

Bar code

The item's bar code number.

For information about how to set up and use bar codes, see the Bar codes form.

Bar code setup

The type of bar code that the item has.

For information about how to set up and use bar codes, see the Bar codes form.

Packing unit quantity

Enter the quantity of the packing unit.

Packing unit

Select a packing unit, such as acre or box.

Case tagging

A selected check box indicates that cases must be tagged.

Item tagging

A selected check box indicates that items must be tagged.

Pallet tagging

A selected check box indicates that pallets must be tagged.

Gift card type

Select the type of gift card that was added to the sales order line. Select from the following options:

  • Physical card – Select this option when you are selling a physical gift card.

  • Email – Select this option when you are selling an electronic gift card.

NoteNote

This control is available only if Retail in Microsoft Dynamics AX 2012 R3 is installed. Also, gift cards must be set up in the Retail parameters form.

Buyer name

Enter the name of the person who is purchasing the gift card.

NoteNote

This control is available only if Retail in Microsoft Dynamics AX 2012 R3 is installed. Also, gift cards must be set up in the Retail parameters form.

Buyer email

Enter the email address for the person who is buying the gift card.

NoteNote

This control is available only if Retail in Microsoft Dynamics AX 2012 R3 is installed. Also, gift cards must be set up in the Retail parameters form.

Recipient name

Enter the name of the person who is receiving the gift card.

NoteNote

This control is available only if Retail in Microsoft Dynamics AX 2012 R3 is installed. Also, gift cards must be set up in the Retail parameters form.

Recipient email

Enter the email address for the person who is receiving the gift card. This field only applies to electronic gift cards.

NoteNote

This control is available only if Retail in Microsoft Dynamics AX 2012 R3 is installed. Also, gift cards must be set up in the Retail parameters form.

Gift message

Enter a message to be displayed on the invoice for physical gift card sales, or in the email message for electronic gift card sales.

NoteNote

This control is available only if Retail in Microsoft Dynamics AX 2012 R3 is installed. Also, gift cards must be set up in the Retail parameters form.

Gift card number

The serial number that is assigned to the gift card.

For physical gift cards, this is the number that is printed on the gift card. This number must be entered before the gift card is packed. For electronic gift cards, this number is automatically generated when the gift card is invoiced.

NoteNote

This control is available only if Retail in Microsoft Dynamics AX 2012 R3 is installed. Also, gift cards must be set up in the Retail parameters form.

Delivery

Requested ship date

The date that the customer requested as the ship date for the order.

Requested receipt date

The date that the customer requested as the receipt date for the order.

Confirmed ship date

The date that you have confirmed as the ship date for the order.

Confirmed receipt date

The date that you have confirmed as the receipt date for the order.

Delivery date control

Select the check box if you want ship dates and receipt dates to be calculated automatically.

Overdelivery

A selected check box indicates that overdelivery is allowed. If overdelivery is allowed, the quantity of items that is delivered and invoiced can be larger than the quantity that was ordered.

Underdelivery

A selected check box indicates that underdelivery is allowed. If underdelivery is allowed, the quantity of items that is delivered can be smaller than the quantity that was ordered. If you want underdelivered orders to be marked as fully delivered, you can select the Accept underdelivery check box on the Updates tab in the Accounts receivable parameters form.

Mode of delivery

Specify the mode of delivery. For example, the order may be delivered by truck or air.

Delivery type

The type of delivery for the order line, For example, the type can be direct delivery.

Carrier account number

The customer's account number with the shipping carrier that is specified in the Carrier ID field. If N/A - third party/collect is specified in the Freight charge terms field in the delivery terms, the shipping carrier does not bill you for the shipping charges. Instead, the carrier uses the account that you specify here.

This field is available only if the Shipping carrier configuration key is selected.

Account code

Enter the identifier of the account that your legal entity has with the selected shipping carrier. Typically, this ID corresponds to a warehouse or shipping location.

This field is available only if the Shipping carrier configuration key is selected.

Carrier ID

The identifier of the shipping carrier that is associated with the mode of delivery. The mode of delivery is specified in the Mode of delivery field.

This field is available only if the Shipping carrier configuration key is selected.

Time zone

The time zone of the shipping location.

Price and discount

Discount

The amount of the line discount per price unit.

Discount percent

The discount percentage of the line.

Multiline discount

The multiline discount per price unit.

Multiline discount percentage

The calculated multiline discount, expressed as a percentage per price unit.

Price unit

The quantity of the item that is covered by the sales price.

Sales charges

The fixed charges on the sales price.

Project

Project ID

The unique identifier of the project.

Category

The reference number of the category that is used as a default category.

Transaction ID

The identifier of the selected transaction.

Activity number

The identifier that is used for the activity in the project that the sales order line is associated with.

Foreign trade

Statistics procedure

Select the code for the current statistical procedure. This field is used for Intrastat reporting.

Triangular deal

Select the check box to indicate that this order is a triangular deal.

Transaction code

The terms of trade of the current order line. This field is used for Intrastat reporting.

For more information, see Intrastat (form).

Transport

Specify the mode of transport for the current order. This field is used for Intrastat reporting. For more information, see Intrastat (form).

Port

Select the port where current delivery is loaded. This field is used for Intrastat reporting.

County of origin/destination

Specify the region that is the origin of the item.

NoteNote

In the United States, this region is the county.

Country/region of origin

The unique identifier of the county or region where the item was manufactured. For transaction lines that are identified by a product, the information in this field comes from the item record and is not editable. For transaction lines that are identified by a description, you can enter a country or region.

State of origin

The unique identifier of the state where the selected item originates. For transaction lines that are identified by a product, the information in this field comes from the item record and is not editable. For transaction lines that are identified by a description, you can enter a state.

Commodity

The commodity code for the line item. You can enter a commodity code for transaction lines where the items are identified by a sales category or a procurement category. For other items, the related commodity code is automatically applied when foreign trade records are generated.

Unit weight

The unit weight of the selected item. For transaction lines that are identified by a product, the information in this field comes from the item record and is not editable. For transaction lines that are identified by a description, you can enter the unit weight.

Financial dimensions

Default financial dimensions

The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.

Where the %1 dimension is used

The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group.

NoteNote

The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.

This tab is displayed only in the header view of the form.

Field

Description

Sales order

The unique identifier of the sales order. You must specify the sales order ID when you create a sales order.

Name

The name of the customer. By default, the customer name is copied to this field when you create a new sales order. However, you can change the value.

Order type

Select the type of sales order. The following values are available:

  • Journal

  • Subscription

  • Sales order

  • Returned order

  • Item requirements

You can change the order type at any time, unless the order has a status of Delivered.

Customer account

The identifier of the customer.

Invoice account

The account number of the customer to invoice. Use this field if the account number differs from the account number of the customer who placed the order.

Contact

The name of the customer's contact person.

Internet address

The customer's Internet address.

E-mail

The email address of the customer's contact person.

Status

The status of the sales order. The status indicates how far the sales order has progressed in its life cycle.

Deadline

Enter or select the date by which the customer must accept the sales order.

For more information, see About sales order deadlines.

Document status

The status of the document. The status indicates the last document that was updated and printed from the current order.

Quality order status

The status of the quality order that is associated with the sales order. The following values are used:

  • Open quality order

  • Closed quality order

Site

Select the storage site. If you set up a default site for the customer, the value is copied to the header of the sales order when you create a new sales order for the customer.

Warehouse

Select the storage warehouse. If you set up a default warehouse for the customer, the value is copied to the header of the sales order when you create a new sales order for the customer. For more information, see Identify the warehouse.

Customer requisition

The customer's requisition number.

Campaign ID

The identifier of the campaign that the sales order is associated with, if the sales order is associated with a campaign.

Customer reference

The customer's reference. The customer uses this reference to track the sales order internally.

Project ID

The identifier of the project that the sales order is associated with.

RMA number

The Return Merchandise Authorization (RMA) number for the item that was returned. This number is used to track a returned item. This field is mandatory if the sales order type is Returned order.

This tab is displayed only in the header view of the form.

Field

Description

Sales tax group

Enter the customer's tax group.

Tax exempt number

Enter the customer's tax exempt number, if the products that the customer purchases are tax exempt.

Prices include sales tax

Select the check box to indicate that sales prices for order lines must include sales tax.

Number sequence group

The group that is used to allocate different number sequences to different customers or vendors.

Settlement type

The type of settlement. The settlement type is typically used when credit notes are updated. The settlement type determines how the transactions that are generated when an invoice is updated must be settled.

Posting profile

The posting profile. The posting profile determines which ledger summary account is used for accounts receivable postings.

Sales group

Select the commission sales group to use to calculate the commission for one or more sales representatives who are associated with the sales order.

For more information, see Sales groups for commission calculation.

Commission group

The group of customers that forms the basis for the calculated commission that the sales representative receives.

Sales responsible

The sales representative who is responsible for the sales order.

Sales taker

The sales representative who receives the sales order.

Language

The language that is used for item names and to print external documents.

NoteNote

All printed text, such as items and terms of payment, must be manually translated into the specified language.

Sales unit

The sales team that is responsible for a common sales target.

Sales origin

The default code for the origin of the sale. The code is copied from the Accounts receivable parameters form. You can change the code at any time. However, a warning is displayed if you try to change the code after the sales order is fully invoiced.

Pool

The pool of sales orders that the sales order belongs to. By grouping sales orders into pools, you can more easily filter and select sales orders if you have many sales orders to search through.

Reservation

Select the method that is used to handle inventory reservations when you enter new order lines.

For more information, see About order quantity reservation.

Created date and time

The date and time when the sales order was created.

This tab is displayed only in the header view of the form.

Field

Description

Name

The name or company name that is used in the delivery address.

Delivery address

View or select the delivery address for the products that were sold.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

Delivery contact

The customer's contact person at the delivery destination.

Third-party name

The name or company name at the third-party address.

Address

The shipping address of the third-party.

This tab is displayed only in the header view of the form.

Field

Description

Call tag type

Select the type of tag that is used when you request a UPS pickup for returned items.

UPS zone

Enter optional information about the freight zone. You can specify a freight zone that is used to manually calculate freight expenses.

Requested ship date

The date that the customer requested as the ship date for the products.

Requested receipt date

The date that the customer requested as the receipt date for the order.

Confirmed ship date

The date that you have confirmed as the ship date for the order.

Confirmed receipt date

The date that you have confirmed as the receipt date for the order.

Delivery date control

Select the method that is used to calculate the possible ship dates and receipt dates.

Blind shipment

Select the check box to prevent the return address information and the logo from being printed on the packing slip or the invoice for the current sales order.

This field is available only if the Shipping carrier configuration key is selected.

Time zone

The time zone of the shipping location.

Carrier account number

The customer's account number with the shipping carrier that is specified in the Carrier ID field. If N/A - third party/collect is specified in the Freight charge terms field in the delivery terms, the shipping carrier does not bill you for shipping charges. Instead, the carrier uses the account that you specify here.

This field is available only if the Shipping carrier configuration key is selected.

Account code

Enter the identifier of the account that your legal entity has with the selected shipping carrier. Typically, this ID corresponds to a warehouse or ship location.

This field is available only if the Shipping carrier configuration key is selected.

Expedited shipment

Select this check box to indicate that the customer requested that you expedite the shipment. The customer pays the whole freight charge.

This field is available only if the Shipping carrier configuration key is selected.

Charge fuel surcharge

Select this check box to apply a fuel surcharge to shipments for the current sales order.

This field is available only if the Shipping carrier configuration key is selected.

Residential destination

Select this check box to deliver the shipment to a residential area. Additional shipping charges may apply.

Carrier ID

The identifier of the shipping carrier that is associated with the mode of delivery. The mode of delivery is specified in the Mode of delivery field.

This field is available only if the Shipping carrier configuration key is selected.

Mode of delivery

Select a mode of delivery to specify how the current order must be delivered.

NoteNote

The mode of delivery must be set up in the Modes of delivery form. You cannot enter a new value in this field.

Delivery terms

The terms of delivery for the current sales order, such as FOB (free on board) or CIF (cost, insurance, freight).

Terms of delivery specify terms that are related to the change of ownership and costs of delivery. The terms of delivery must be set up in the Terms of delivery form.

Delivery reason

Select the purpose of the current order. For example, the order may be a sale, a transfer to a warehouse, or a sample.

NoteNote

The delivery reason must be set up in the Reasons for delivery form. You cannot enter a new value in this field.

For more information, see About sales delivery reasons.

Reason for export

Enter the reason for the delivery. For example, the delivery may be a gift or a sample.

This tab is displayed only in the header view of the form.

Field

Description

Currency

The customer's currency code. When you create a new sales order, this code is copied to the sales order. This field is read-only if the sales order is associated with a project that has multiple funders, and if the Lock contract sales currency check box in the Project contracts form has been selected.

NoteNote

If you change the currency code, and the order line is linked to an agreement line where the Price and discount is fixed check box is selected, a dialog box appears. To keep the change, you must remove the link.

Fixed exchange rate

Enter a fixed exchange rate for the sales order, if a fixed exchange rate is appropriate.

  • If you enter a rate in this field, the value of unrealized, or unsettled, sales orders in the company currency is not changed when you run an exchange adjustment.

  • If this field is blank, the exchange rate that applies when you run the exchange adjustment determines the value of unrealized sales orders. The result is shown in the company currency.

Payment

Enter the terms of payment that apply to the current order. The due date is calculated when the order is invoiced, and is based on the terms that are set up for payment in the Terms of payment form.

Due date

Enter the last date that payment can be made. The due date is independent of the terms of payment.

Method of payment

The method of payment. The method of payment is copied from the customer setup information in the Customers form.

NoteNote

The method of payment must be set up in the Methods of payment form. You cannot enter a new value in this field.

Payment specification

Specify how payments that are made by using the current method of payment must be handled.

Payment schedule

Enter a payment schedule, if the customer pays for the order in multiple installments.

Cash discount

The cash discount that applies to the current order.

NoteNote

The cash discount must be set up in the Cash discounts form. You cannot enter a new value in this field.

Discount percentage

The discount percentage that is allowed for the sales order.

Credit card number

Select the credit card number that is used to pay for the sales order.

Total discount %

The total discount on the sales order, expressed as a rounded percentage.

NoteNote

The number that is displayed in this field is rounded to two digits. However, the unrounded form of the number is stored and used in calculations. The rounded form is not used in calculations.

Total discount group

The total discount group that the customer is associated with. If a total discount group is associated with the customer, the group is transferred to the sales order when you create the sales order.

Line discount group

The customer discount group that the customer is associated with. If a discount group is associated with the customer, the group is transferred to the sales order when you create the sales order.

Charges group

The charges group that the customer is associated with. For sales orders, a charges group consists of various costs that are associated with an order.

Multiline disc. group

The multiline discount group that the customer is associated with, if the customer is associated with a multiline discount group. When you create a sales order, this group is copied to the sales order.

Price group

Select the customer price group for the current order.

This tab is displayed only in the header view of the form.

Field

Description

Case tagging

Select the check box to indicate that cases must be tagged.

Item tagging

Select the check box to indicate that items must be tagged.

Pallet tagging

Select the check box to indicate that pallets must be tagged.

This tab is displayed only in the header view of the form.

Field

Description

Allow indirect creation

Select the check box to indicate that order lines for intercompany direct deliveries can be added to intercompany purchase order and sales orders. The intercompany sales order or purchase order is then synchronized with the original sales order.

Autocreate intercompany orders

Select the check box to create intercompany purchase orders and sales orders that correspond to a sales order when you close the sales order. If you select this check box, Microsoft Dynamics AX creates an intercompany purchase order that contains lines for each intercompany vendor.

NoteNote

If a primary vendor is not assigned to an item, or if the primary vendor is not an intercompany vendor, intercompany purchase orders are not created for the item.

Direct delivery

Select the check box to indicate that intercompany orders are delivered directly to the customer. If you select this check box, the delivery information is synchronized with the intercompany purchase order and sales order.

Origin

The origin of the sales order. The following values are used:

  • Source – The sales order is the original order.

  • Derived – The sales order is a generated order.

NoteNote

This field is blank if the sales order is not an intercompany order.

This tab is displayed only in the header view of the form.

Field

Description

List code

The list code for the current invoice. This field is used to report to the EU sales list.

The following values are used:

  • Not included – There is no list code on the invoice.

  • EU trade – Trade with a customer in another EU country.

  • Production on toll – Value-added work with a customer in another EU country.

  • Triangular/EU trade – Trade between customers in different EU countries.

  • Triangular/Prod. on toll – Value-added work between customers in different EU countries.

  • Triangular/intermediate role – A sale is made to a customer, but goods are shipped from a third party.

    NoteNote

    This option is available only to legal entities whose primary address is in Hungary.

Transaction code

Enter the transaction code. This field is used for Intrastat reporting.

Transport

Specify the type of transport for the current order. This field is used for Intrastat reporting.

Port

The port where the order is loaded. This field is used for Intrastat reporting.

For more information, see Intrastat (form).

Statistics procedure

The code for the current statistical procedure.

This tab is displayed only in the header view of the form.

Field

Description

Default financial dimensions

The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.

Where the %1 dimension is used

The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group.

NoteNote

The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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