Apply overrides

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to override item prices or charges on a sales order and how to complete a discount override on a sales order. Use overrides to increase or decrease an original charge amount at either the header level or line level of an order. To complete an override, you must be assigned to a role that has been given the appropriate permissions, or your manager must be present to enter their operator ID and password.

Prerequisites

Before you can override prices, charges, or discounts, price details must be enabled and you must be given permissions to complete an override. For more information, see Set up override permissions.

Override item prices on a sales order

When you create a sales order for a customer, you can override the price of one or more line items on the sale order. You can override a price based on it item cost or the margin cost of the item. Use this procedure to override an item price on a sales order. For more information about creating a sales order in the Call center, see Create sales orders in the call center.

1. Click Call center > Common > All sales orders.

2. On the Action Pane, on the Sales order tab, in the New group, click Sales order.

3. In the Create sales order form, enter the customer and sales order information, and then click OK.

4. In the Sales order form, enter additional information about the sales order.

5. On the Action Pane, on the Sales order tab, in the Show group, click Line view.

6. On the Sales order lines FastTab, click Add line.

7. Select the item and related information, and in the Unit price field, enter the override price of the item and then tab out of the field.

8. In the Price override form, select the code for the override. At this point, if you don’t have the required permissions, your manager must enter their operator ID and password.

9. Click OK. The item unit price on the sales order line is updated to reflect your change.

Override charges on a sales order line or a sales order

You can override charges that are applied to a sales order total or a sales order line. For example, you might lower the freight charge for a customer or raise the item processing charges. Use the following procedures to override charges on a sales order or on a sales order line.

Override charges on a sales order line

Use this procedure to override charges on a sales order.

1. In the Sales order form, on the Action Pane, on the Sales order tab, in the Show group, click Line view.

2. On the Sales order lines FastTab, click Add line.

3. Select the item, and then click Financials > Maintain charges.

4. In the Charges transactions form, select a charge code line, or click New to add a new charge code.

   If you created a new charge code, enter the information.

5. In the Charges value field, enter the amount removed or added by the charge override and then tab out of the field.

6. In the Charge override login form, select the code for the override. At this point, if you don’t have the required permissions, your manager must enter their operator ID and password.

7. Click OK. The charge on the sales order line is updated to reflect your change.

Override charges on a sales order

Use this procedure to override charges on a sales order line.

1. In the Sales order form, on the Action Pane, on the Sell tab, click Charges.

2. In the Charges transactions form, click New, and in the Charges code field, select the charge code for the override.

3. In the Charges value field, enter the overriding charge amount, and then tab out of the field.

4. In the Charge override login form, select the code for the override At this point, if you don’t have the required permissions, your manager must enter their operator ID and password.

5. Click OK. The charges on the sales order are updated to reflect your change.

See also

Create sales orders in the call center