Sales pickup (form) [AX 2012]

Updated: February 13, 2014

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.

The following tables provide descriptions for the controls in this form.

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.

NoteNote

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.

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.

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.


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

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