Create purchase delivery schedules [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

To split up an order so that it can be delivered over a period of time, you would need to split up one order line. For example, you might split an order of 1,000 pieces of material so that 250 pieces are delivered each month for four months. You would also need to ensure that the deliveries are tracked in a schedule that is associated with the order.

Use this procedure to create a delivery schedule that allows you to split up one purchase order line into several deliveries.

  1. Click Procurement and sourcing > Common > Purchase orders > All purchase orders. Click Purchase order to create a purchase order or double-click an existing purchase order to open it.

    -or-

    Click Accounts payable > Common > Purchase orders > All purchase orders. Click Purchase order to create a purchase order or double-click an existing purchase order to open it.

  2. In the Purchase order form, in the Purchase order lines list, select the order line to convert to a delivery schedule, or add an order line by clicking Add line.

  3. Click Purchase order line > Delivery schedule. The Delivery schedule form is displayed, and the original order line details are transferred to the first delivery line in the new delivery schedule.

  4. In the Quantity field, change the quantity to that of the first delivery of goods.

    Example

    The delivery line has a quantity of 1000 (or what is transferred from the original order line), and the products should be delivered in four batches of 250. You change the Quantity field value from 1000 to 250. The Total quantity field displays 250, and the Remaining quantity field displays 750.

  5. In the Delivery date field, enter the date on which you expect to receive the products from the vendor.

  6. In the Confirmed field, enter the date on which it was confirmed that the products will be delivered.

  7. Enter all additional delivery lines, and then press CRTL+S to save the lines.

    Example

    You enter three more delivery lines with a quantity of 250 per line. You offset the delivery date by one month for each line. The Total quantity field displays 1000, and the Remaining quantity field displays 0.

  8. If the order line has charges associated with it, click the Charges conversion FastTab.

  9. On the Charges conversion FastTab, select Copy gross amounts to copy the fixed charges to all lines, or select Allocate to delivery lines to divide the charge among the lines.

    Example: Copy gross amounts

    A charge of 100.00 is associated with a purchase order line, and you create a delivery schedule that has three delivery lines. 100.00 is copied to all of the lines. In total, an amount of 300.00 will be allocated.

    Example: Allocate to delivery lines

    A charge of 100.00 is associated with a purchase order line, and you create a delivery schedule that has three delivery lines. The charge will be divided among the three lines. Two lines will be allocated a charge of 33.33, and one line will be allocated a charge of 33.34.

    NoteNote

    Only fixed charges can be divided, whereas variable charges will still be copied to the lines.

  10. Click OK to save the delivery schedule and return to the purchase order.

    NoteNote

    If a sales agreement or purchase agreement is associated with the original order line, the agreement reference is automatically carried over to the delivery schedule.

    When you have completed the delivery schedule, the original order line is converted to an order line with multiple deliveries on the order form. The order line with multiple deliveries is the header for the delivery lines. This header indicates that the order line has a delivery schedule attached to it. Under the order line with multiple deliveries, you can see all the individual delivery lines in the delivery schedule.


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

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