Sales pickup (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
This topic applies to features in the Inventory management module. It does not apply to features in the Transportation management module.
Click Inventory management > Common > Sales pickup.
Use this form to view and process open sales orders that include items for a selected mode of delivery. Typically, you would use this form if you work at a will-call location.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
Overview |
View sales orders for the selected type of carrier service. |
Delivery |
View the delivery address for the selected sales order. |
Credit card |
Select credit card information for the selected sales order. Note This tab is available only if the Credit card authorization check box in the Accounts receivable parameters form is selected. |
Lines |
View line information for the selected sales order. |
Buttons
Button |
Description |
|---|---|
Refresh data |
Refresh the information that is displayed in the form for the selected sales order. |
Refresh form view |
Refresh the information that is displayed on the screen for all sales orders that are displayed. |
Shipments |
Open the Shipments form, where you can process the selected sales order. |
Packing slip |
Post the packing slip for the selected order. |
Invoice |
Post the invoice for the selected order. |
Fields
Field |
Description |
|---|---|
Service |
Select the type of service to display in the form. |
All service types |
If selected, sales orders that use any mode of delivery are displayed in the form. Otherwise, only sales orders that use modes of delivery that are associated with the selected carrier service are displayed. |
Sales order |
The sales order number for the selected order. |
Customer account |
The customer account that is associated with the selected order. |
Name |
The company name that is associated with the customer account. |
Invoice account |
The account that the invoice for the order will be sent to, if it differs from the customer account for the sales order. |
Ship date |
The requested shipment date for the sales order. |
Customer reference |
The reference number from the customer, such as a purchase order number. |
Mode of delivery |
The mode of delivery for the sales order. |
Payment |
The terms of payment for the sales order. |
Document status |
The status of the sales order document. |
Delivery address |
This field group displays the delivery address to which the items on the sales order are shipped. |
Credit card number |
Select the customer's credit card to charge for the selected sales order. |
Authorization amount |
The credit card authorized amount for the selected sales order. |
Authorization code |
The captured credit card amount for the selected sales order. This is the amount charged to the credit card. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).