(IND) Create an export sales order and post the confirmation order [AX 2012]

Updated: October 17, 2012

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

Before you can apply for an Advance Authorization (AA) tax incentive, create and confirm an export sales order, export the order, and record annual consumption. Use this procedure to create an export sales order and post the confirmation order.

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

  2. On the All sales orders list page, on the Action pane, on the Sales order tab, click Sales order to create a new sales order.

  3. In the Create sales order form, in the Customer account field, select the customs customer. Then select the Export order check box.

  4. Select the DSA check box.

    NoteNote

    The DSA check box can be selected only for released products that have Production selected in the Default order type field on the Default order settings.

  5. Enter any additional field values, and then click OK to create a new sales order.

  6. In the Sales order form, on the Sales order lines FastTab, add a sales order line for an item that is included in a bill of material (BOM) or BOM version.

    For more information about how to create an item that is included in a BOM, see Create a BOM and BOM version.

  7. On the Line details FastTab, click the Tax information tab in the lower pane.

  8. In the Port ID field, select the export-import (EXIM) port for the sales order.

    In the Product group field, select the product group that applies to the items in the export order.

  1. Click Accounts receivable > Common > Sales orders > All sales orders.

  2. On the All sales orders list page, open the sales order to post the confirmation order for.

  3. In the Sales order form, on the Action Pane, click the Sell tab. Then, in the Generate group, click Sales order confirmation.

  4. In the Confirm sales order form, in the upper pane, on the Parameters tab, in the Parameter group, select the Posting check box. To print the confirmation order, in the Print options group, set your print options and select the Print confirmation check box.

  5. Click OK to post the confirmation order. If you selected print options, the confirmation order also is printed.

  6. To verify and confirm the sales order details, in the Sales order form, on the Action Pane, click the Sell tab. Then, in the Journals group, click Sales order confirmation.

    NoteNote

    The Port ID, Product group, and Assessable value fields in the Sales order confirmations form are updated with the port ID, product group, and assessable value that are selected on the line item when the confirmation journal is posted.


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