Delivery schedule - Sales order (form)

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. Click New on the Action Pane on the Sales Order tab, or double-click a sales order. On the Sales order lines FastTab, add a new line, or click an order line. Click Sales order line and select Delivery schedule.

Use this form to create delivery schedules for sales order lines.

Tasks that use this form

Create sales or sales quotation delivery schedules

Update delivery schedules

Update quantity on purchase orders and sales orders

Delete delivery schedules and delivery lines

Create purchase orders from sales order delivery schedules

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

Tab

Lower Pane

Tab

Description

Charges conversion

Allocate charges to your delivery lines.

Button

Lower Pane

Button

Description

Simulate delivery dates

Determine the dates that will match your requirements for delivery.

Fields

Field

Description

Item number

The unique number of the ordered item that has a delivery schedule attached to it.

Sales category

The associated category from the sales category hierarchy.

Total quantity

The total quantity of goods handled in this delivery schedule.

Remaining quantity

The difference between the total quantity and the aggregated quantity of the delivery lines entered.

Quantity

The delivery line quantity. Indicates how much will be delivered with each delivery line.

Requested receipt date

The date that the customer wants to receive the goods.

Requested ship date

The date that the customer wants the goods to be shipped.

Confirmed receipt date

The date that the customer will receive the goods.

Confirmed ship date

The date that the goods will be shipped to the customer.

Delivery date control

Automatically verify and calculate the ship date and receipt date based on choice of receipt date, sales lead time, or Master Planning (MRP).

Mode of delivery

The way that you want your goods delivered. The delivery can, for example, be by plane or by ground transportation.

Copy gross amounts

Copy the charges to all lines.
Example: If a fixed charge of 100 USD is associated with an order line, and you create a delivery schedule with three delivery lines, then 100 USD is copied to all of the lines. In total, an amount of 300 USD will be allocated.

Allocate to delivery lines

Divide the charge and copy the divided charge to each of the lines.
Example: If a delivery schedule has three delivery lines and a fixed charge of 100 USD, then all of the lines will be allocated a charge of 100/3 = 33,33 + 33,33 + 33,34. In total, an amount of 100 USD will be allocated.

See also

About delivery schedules

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