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Summarize customer invoices based on packing slip numbers [AX 2012]

Updated: May 7, 2012

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

Use this procedure to create customer invoices that correspond to packing slip numbers. Each invoice can include line items from multiple sales orders, provided that the line items are included on the same packing slip. You can then invoice customers for each delivery, regardless of when the items were ordered.

You use the Summary update for field in the sales order Posting invoice form to summarize the customer invoices. You have three sales orders and three packing slips, as shown in the following table. All packing slips have the same invoice account and currency code.

Packing slip 1: June 15

Packing slip 2: June 17

Packing slip 3: June 19

Sales order 1, line 1

Sales order 2, line 2

Sales order 3, line 2

Sales order 1, line 2

Sales order 2, line 3

Sales order 3, line 3

Sales order 2, line 1

Sales order 3, line 1

Sales order 1, line 3

If you select Packing slip in the Summary update for field, the invoices are summarized as shown in the following table.

Invoice 1: June 30

Invoice 2: June 30

Invoice 3: June 30

Sales order 1, line 1

Sales order 2, line 2

Sales order 3, line 2

Sales order 1, line 2

Sales order 2, line 3

Sales order 3, line 3

Sales order 2, line 1

Sales order 3, line 1

Sales order 1, line 3

If you select None in the Summary update for field to indicate that you do not want to summarize the invoices, the invoices are based on the sales order documents, as shown in the following table.

Invoice 1: June 30

Invoice 2: June 30

Invoice 3: June 30

Sales order 1, line 1

Sales order 2, line 1

Sales order 3, line 1

Sales order 1, line 2

Sales order 2, line 2

Sales order 3, line 2

Sales order 1, line 3

Sales order 2, line 3

Sales order 3, line 3

  1. Click Accounts receivable > Periodic > Sales update > Invoice.

  2. In the Quantity field, select Packing slip.

  3. Click Select, and then modify the query, if changes are required. For example, you can select a range of dates for the Ship date field.

  4. Click OK to close the Sales update form.

  5. Select the Posting check box.

  6. In the Print options field group, make any selections that are required.

  7. On the Other tab, in the Summary update for field, select Packing slip.

  8. Click Select packing slip.

  9. In the Select packing slip form, review the list of packing slips in the upper pane. By default, all packing slips that are posted for the sales orders are included on the invoices. If you do not want the invoices to include some packing slips, clear the Include check box for those packing slips.

  10. Click OK to close the Select packing slip form.

  11. Click Arrange. The sales orders and lines are grouped by packing slip number.

  12. Click the Lines tab. This tab displays the packing slip number and ship date. The packing slip number and ship date are also printed on the invoice, if you print invoice documents.

  13. Click OK. The customer invoices are posted and printed.


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