Summary update sales and purchase orders
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can use summary update to help minimize paperwork by merging several sales orders into one document. For instance, if you have three sales orders to be delivered today and they are all from the same customer, you can merge the three orders into one packing slip. Similarly for purchase, you can use summary update to create one receipt list covering several purchase orders from the same supplier.
The following table lists the values that you can select in the Default values for summary update field on the Summary update tab on the Accounts receivable parameters form for sales, and on the Summary update parameters form for purchase.
Value |
Description |
|---|---|
None |
No summary updates. |
Invoice account |
Summary update all selected orders according to the criteria set in the Accounts receivable parameters form or the Summary update parameters form. |
Order |
Summary update a selected range of orders into, for example, one invoice. The orders will be summary updated according to the criteria set in the Accounts receivable parameters form or the Summary update parameters form. . |
Automatic summary |
Summary update all selected orders automatically according to the criteria set in the Accounts receivable parameters form or the Summary update parameters |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).