(IND) Split sales documents [AX 2012]

Updated: May 18, 2012

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

You can split an invoice based on delivery addresses, sites, and service codes.

  1. Click Accounts receivable > Setup > Accounts receivable parameters.

  2. In the Accounts receivable parameters form, in the left pane, click Summary update.

  3. In the Split based on field group, select the appropriate check boxes to post and split a confirmation, picking list, packing slip, or invoice when lines in a sales order have different delivery addresses, sites, and tax account numbers (TANs).

The Invoice check box in the Delivery information column is selected. A sales invoice that contains the following information is posted.

Line item

Delivery address

Tax account number

Line item 1

Delivery address 1

TAN-ABCD67891A

Line item 2

Delivery address 2

TAN-ABCE55527B

Line item 3

Delivery address 1

TAN-ABCD67891A

Invoice 1 is posted for line item 1 and line item 3, because these lines have the same delivery address and TAN.

Invoice 2 is posted for line item 2.

The Packing slip check box in the Site column is selected and unavailable.

If you create a sales order that has multiple line items, the same site dimension is selected for all line items. However, the TANs differ for at least one of the selected tax types.

When you post the packing slip, the site information is the same for the line items, but the packing slip must be split based on the TAN information. Therefore, the packing slip must be split based on sites and TANs.

The Invoice check box in the Site column is selected.

If you create a sales order that has multiple line items, the same site dimension is selected for all line items. However, the TANs differ for at least one of the selected tax types.

When you post the invoice, the site information is the same for the line items, but the invoice must be split based on the TAN information. Therefore, the invoice must be split based on sites and TANs.

The Picking list check box in the Site column is selected and unavailable.

If you create a sales order that has multiple line items, the same site dimension must be selected for all line items. However, the TANs can differ for at least one of the selected tax types.

When you post the picking list, the site information is the same for the line items, but the picking list must be split based on the tax registration number information. Therefore, the picking list must be split based on sites and TANs.


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

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