Create or edit a sales order [AX 2012]

Updated: March 16, 2011

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

Use the Create sales order and Edit sales order pages to create or edit sales orders for customers. Sales orders are created to register the sale of goods or services to customers, and to track shipments to customers.

NoteNote

You can also create sales orders when you perform price queries. For more information, see Perform a price query.

You can create a sales order from either the Sales orders or Customers page.

  1. Click Sales on the top link bar, and then click Sales orders on the Quick Launch.

  2. On the Action Pane, on the Sales order tab, in the New group, click Sales Order.

  3. On the Customer FastTab, enter or select the customer account to create the order for.

  4. Enter or select invoice information, such as the invoice account, currency, and language.

  5. On the Lines FastTab, click Add line.

  6. Select an item and enter a quantity, and then select inventory dimension information, if they are required.

    NoteNote

    If your company uses the Product Builder module or Product Configurator module and you select an item that has been set up as a modeling-enabled item in the Microsoft Dynamics AX client, you must select the Configure line icon and select additional configuration information for the item.

  7. Repeat steps 5 and 6 to add more items to the order.

  8. On the Deliver address FastTab, enter the delivery address details.

  9. View the details of the proposed order. You can click the View totals link to view the sales order totals in the View totals dialog box.

  10. Click Save and Close to create and display the sales order.

Important Important

Once a sales order is created and saved in Enterprise Portal, users cannot add or delete lines on the sales order.

  1. Click Sales on the top link bar, and then click Customers on the Quick Launch.

  2. Select the customer to create a sales order for.

  3. On the Action pane, on the Sell tab, in the New group, click Sales Order.

  4. On the Customer FastTab, enter or select invoice information, such as the invoice account, currency, and language.

  5. On the Lines FastTab, click Add line to add a line item to the sales order.

  6. Select an item and inventory dimension information, if they are required.

  7. On the Delivery address FastTab, enter the delivery address details.

    NoteNote

    If your company uses the Product Builder module or Product Configurator module and you select an item that has been set up as a modeling-enabled item in the Microsoft Dynamics AX client, dialog boxes might be displayed, where you must select additional configuration information for the item.

  8. Repeat steps 6 and 7 to add more items to the sales order.

  9. You can click the Totals button to view the sales order totals in the View totals dialog box.

  10. Click Save and Close to create the sales order.

  1. Click Sales on the top link bar, and then click Sales orders on the Quick Launch.

  2. Select the order to modify.

  3. On the Action Pane, on the Sales order tab, in the Maintain group, click Edit.

    NoteNote

    Once a sales order is created and saved in Enterprise Portal, users cannot add or delete lines on the sales order. Users can modify existing sales order lines and sales order header information.

  4. Make any changes to the order or line information. Click the Update icon for each line that you change.

  5. Click Save and close to save the changes.


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

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