Create purchase order or direct delivery from sales (form) [AX 2012]

Updated: January 25, 2012

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. On the Action Pane, on the Sales order tab, click Purchase order or Direct delivery.

–or–

Click Accounts receivable > Common > Sales orders > All sales orders. On the Action Pane, on the Sales order tab, click Purchase order or Direct delivery.

After you receive a sales order, you can use the Create purchase order form to purchase the items the customer ordered. Alternatively, you can use the Create direct delivery form to deliver the items directly from a vendor to the customer.

NoteNote

In the Create direct delivery form, if you select the Include check box, the purchase order line is created as a direct delivery. Select the Include all check box to create all purchase lines in the form as direct deliveries. For more information, see About direct deliveries.

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

Tab

Description

Overview

View a list of sales order lines.

Price/discount

Enter price and discount information for the purchase order line that is created from the sales order line that is selected on the Overview tab.

Button

Description

Inventory

Open the Dimensions display form, where you can select or set up the inventory dimensions that are displayed.

Validate

Check for errors before you create the purchase order or direct delivery.

Field

Description

Include all

Select this check box to create purchase orders from all sales order lines. One purchase order is created for each vendor.

Adjust quantity to within permitted range

Select this check box to adjust quantities to the default minimum or maximum quantities that have been specified for the items.

Transfer delivery address

Select this check box to transfer the customer's delivery address from the sales order, so that you can deliver the products directly from the vendor to the customer.

NoteNote

This field is available only in the Create direct delivery form.

Search for purchase agreements

Select this check box to search for a matching purchase agreement. If a purchase agreement is found, links are created between the lines on the purchase order and the purchase agreement. In this manner, information such as price and discount information is transferred to the purchase order lines.

NoteNote

The price is transferred to a purchase order line only if the purchase agreement line is quantity based.

PO transaction date

Enter or view the date that determines the period in which budget validation is performed and transactions are posted.

The default value is the current system date. This date is the transaction date for the purchase orders that you create by using this form.

If this date is not in an open fiscal period, or if you do not have permissions to create purchase orders in the specified period, the order cannot be created. For more information, see Fiscal calendars (form).

NoteNote

This field is available only if the Budget control configuration key is selected.

Include

Select this check box to create a purchase order from the selected sales order line.

Vendor account

The vendor account for the preferred vendor that is assigned to the item. You can change the vendor account.

NoteNote

You can set up a preferred vendor for an item for each site, warehouse, location, color, size, and configuration. You complete this setup on the General tab in the Item coverage form.

Item number

The identifier of the item.

Configuration

The configuration of the item.

Size

The size of the item.

Color

The color of the item.

Site

The site where the warehouse is located.

Warehouse

The warehouse where you store the item.

Batch number

The batch number dimension.

Serial number

The serial number dimension.

Quantity

The quantity of the item.

Unit

The sales unit, in the unit of measure that the item is sold in.

Currency

The currency code that is selected for the vendor account in the Vendors form.

Purchase unit price

Enter or modify the purchase price for the item. The default price is taken from the Released product details form or from the trade agreements that are set up for the item.

TipTip

You can enable trade agreements in the Activate price/discount form.

Net amount

The net amount of the purchase order line. This amount is calculated as follows:

Total price of the order line - Discounts + Charges

Net amount company currency

The net amount of the purchase order line, in the accounting currency.

Sales order

The sales order number that the line is attached to.

Discount percentage

The line discount, expressed as a percentage of the net amount.

Cash discount amount

The line discount per price unit.

Multiline discount

The calculated multiline discount, expressed as an amount per price unit. The multiline discount can be granted when the combined total of one or more lines meets a discount requirement.

Multiline discount percentage

The calculated multiline discount, expressed as a percentage per price unit. The multiline discount can be granted when the combined total of one or more lines meets a discount requirement.

Price unit

The quantity of items for which a price is set.

Charges on purchases

The pecuniary charges, which are charges that are independent of the quantity on the line.

Purchase quantity in sales unit

The purchase quantity, in sales units.

NoteNote

This field is available only in the Create purchase order form.

Ordered quantity

The quantity that was entered on the sales order.

NoteNote

This field is available only in the Create purchase order form.

Additional quantity

The quantity that was added to the unit when the unit of measure was converted. For example, you sell a product in pieces, but you purchase the product in boxes of 10 pieces. When you create a sales order for 1 piece, and you create a purchase order line for 1 box of 10 pieces, you receive an additional quantity of 9 pieces. The 9 pieces are then displayed in this field.

NoteNote

This field is available only in the Create purchase order form.

Unit

The unit that the item is sold in.

NoteNote

This field is available only in the Create purchase order form.


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

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