Update quantity on purchase orders and sales orders [AX 2012]

Updated: April 1, 2011

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

Use these procedures to allocate a quantity to be updated with a packing slip or a product receipt on a sales order or a purchase order.

  1. For sales orders: Click Sales and marketing > Common > Sales orders > All sales orders.

    –or–

    For purchase orders: Click Procurement and sourcing > Common > Purchase orders > All purchase orders.

  2. Double-click the sales order or purchase order.

  3. On the sales order, in the Sales order lines list, click Add line to add an order line, or select the order line to update the quantity on.

    –or–

    On the purchase order, in the Purchase order lines list, click Add line to add an order line, or select the order line to update the quantity on.

  4. In the Deliver now field for the sales order or the Receive now field for the purchase order, enter the quantity to update with a packing slip or product receipt. Do this for each order line that is affected.

  5. On the sales order, click the Pick and pack tab on the Action Pane, and then click Packing slip. The Packing slip posting form is displayed.

    –or–

    On the purchase order, click the Receive tab on the Action Pane. Then click Product receipt posting. The Posting product receipt form is displayed.

    Caution noteCaution

    If the purchase order is not confirmed, you must confirm it before you can click the Product receipt posting button. To confirm the purchase order, click Confirm on the Purchase tab on the Action Pane.

  6. In the Packing slip posting or the Posting product receipt form, click the Parameters tab. For the sales order, select Deliver now in the Quantity field. For the purchase order, select Receive now quantity in the Quantity field. Verify that the order lines have been transferred correctly. A check mark means they are ready to be updated.

  7. Click OK to update the packing slip or product receipt, and return to the sales order or purchase order.

    NoteNote

    For more information about posting, see Sales posting (form) or Purchase posting (form).

  1. For sales orders: Click Sales and marketing > Common > Sales orders > All sales orders.

    –or–

    For purchase orders: Click Procurement and sourcing > Common > Purchase orders > All purchase orders.

  2. Double-click the sales order or purchase order.

  3. On the sales order, in the Sales order lines list, click Add line to add an order line, or select the order line to update the quantity on.

    –or–

    On the purchase order, in the Purchase order lines list, click Add line to add an order line, or select the order line to update the quantity on.

  4. Click Sales order line > Delivery schedule or Purchase order line > Delivery schedule to create a sales or purchase delivery schedule, or to open the existing delivery schedule to update the quantities on.

    NoteNote

    For information about how to create a delivery schedule, see Create sales or sales quotation delivery schedules or Create purchase delivery schedules.

  5. In the delivery schedule, update the quantity in the Quantity field, and then click OK to save the changes and return to the sales order or purchase order.

  6. Follow steps 5 through 7 in the previous procedure to complete the quantity update with a packing slip or product receipt update.


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

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