Process sales orders overview [AX 2012]

Updated: October 2, 2014

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

The following topics provide information about processing quotations, entering and validating sales orders, managing back orders, and completing invoice information.

Process inquiry and quote

Retrieve, enter, and validate orders

Maintain backorders and exceptions

Complete the invoice information

The following table lists the forms that support the Process sales orders business process component. The table entries are organized by business process component task and then alphabetically by form name.

NoteNote

Some forms in the following table require information or parameter settings to navigate to them.

Business process component task

Form name

Usage

Process inquiry and quotation

Cancel quotation

Use this form to cancel a previously created quotation.

Competitors

Use this form add competitors to a quotation and to indicate if a quotation has been won.

Confirm quotation

Use this form to confirm a quotation.

Copy from all

Use this form to copy an entire quotation or to copy quotation line items.

Create quotation

Use this form to create sales quotations and quotation templates.

Lose quotation

Use this form to mark a quotation as lost and list the reason.

Mass create quotations

Use this form to create multiple quotations.

Print management setup

Use this form to set up footer text that will appear when you print an original sales quotation.

Quotation update

Use this form to update the status of a quotation.

Sales quotation

Use this form to create quotations.

Send quotation

Use this form to send a quotation to a recipient.

Template groups

Use this form to create quotation template groups.

 

 

 

Retrieve, enter, and validate orders

Address selection

Use this form to add a previously entered address to a sales order.

Charges transactions

Use this form to add charges to a sales order or a purchase order.

Create credit note

Use this form to return an intercompany item.

Create direct deliver

Use this form to create a direct delivery for a sales order.

Create lines

Use this form to create sales order lines.

Create purchase order

Use this form to create a purchase order from a sales order.

Create release order

Use this form to create a release sales order.

Create sales orders

Use this form to create a sales order

Explode BOM

Use this form to transfer items from the bill of materials (BOM) to the sales order line.

Explosion

Use this form to explode a sales order line.

Intercompany action policy

Use this form to register automatic payments of intercompany sales orders.

Parameters

Use this form to select multiple address options for sales order deliveries and to define posting locations.

Payment schedule

Use this form to modify payment dates.

Posting

Use this form to post an intercompany sales order.

Posting invoice

Use this form to post and print a sales order invoice based on packing slips and dates or to summarize sales order invoices based on packing slip numbers.

Posting packing slip

Use this form to post an intercompany sales order. Use this form if you are using direct delivery.

Preauthorize

Use this form to preauthorize a sales order.

Purchase order details

Use this form to set up a payment schedule for purchase orders and to post purchase orders.

Release sales order picking

Use this form to release part of a sales order for shipment.

Sales order details

Use this form to set up a payment schedule on sales orders, to create sales agreements, to post sales orders, and to create sales orders.

Supplementary items

Use this form to calculate supplementary items for a sales order or a purchase order.

Update remaining quantity

Use this form to update back orders.


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

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