(IND) Sales orders (modified form)

Article
05/07/2014

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

Click Sales and marketing > Common > Sales orders > All sales orders. To open an existing sales order, double-click the sales order. To create a new sales order, on the Action Pane, on the Sales order tab, in the New group, click Sales order.

–or–

Click Accounts receivable > Common > Sales orders > All sales orders. To open an existing sales order, double-click the sales order. To create a new sales order, on the Action Pane, on the Sales order tab, in the New group, click Sales order.

Use this form to create, maintain, and inquire about sales orders.

Note

The controls that are described in this topic apply only to your country/region. For full documentation of this form, see the following topic or topics:

Sales orders (form)

Navigating the form

Sales order header

Field	Description
Nature of assessee	The party that is liable to pay the withholding tax. This is either your legal entity or the customer.
Export order	Select this check box to create an export order from the sales order.

Sales order lines

This grid is displayed only in the line view of the form.

Button	Description
Product and supply	Open a menu that contains the following items: Withholding tax – View or modify the calculated withholding tax for the line. Excise register balance – View the balances in the excise registers as of the transaction date. EXIM - DFIA – Open the Export obligation form, where you can view the export obligation information for a Duty Free Import Authorization (DFIA) before you post the sales order. EXIM - EPCG – Open the EPCG export obligation form, where you can verify the export details before you post the export sales order. Incentive scheme group – Open the Incentive scheme groups form, where you can view the incentive scheme group for the line.

Product and supply

Open a menu that contains the following items:

Withholding tax – View or modify the calculated withholding tax for the line.
Excise register balance – View the balances in the excise registers as of the transaction date.
EXIM - DFIA – Open the Export obligation form, where you can view the export obligation information for a Duty Free Import Authorization (DFIA) before you post the sales order.
EXIM - EPCG – Open the EPCG export obligation form, where you can verify the export details before you post the export sales order.
Incentive scheme group – Open the Incentive scheme groups form, where you can view the incentive scheme group for the line.

Field	Description
Assessable value	View or modify the assessable value for the transaction line. The default value is the total of the net amount and the charges for the order line.

Line details

This grid is displayed only in the line view of the form.

Tab	Field	Description
Setup	TDS group	View or modify the default Tax Deducted at Source (TDS) group that is defined for the goods.
	TCS group	View or modify the default Tax Collected at Source (TCS) group that is defined for the goods.
Price and discount	Max. retail price	View or modify the maximum retail price for the goods.
Tax information	Tax Identification Number (TIN)	View or select the TIN for your legal entity’s primary address.
	VAT commodity code	View or modify the value-added tax (VAT) commodity code that is assigned to the state for specific inventory goods. This field is available only when the VAT check box is selected in the General ledger parameters form.
	Registration number	View or select the India sales tax registration number for your legal entity’s primary address.
	Form type	Select the India sales tax form type for the transaction line.
	ECC number	View or select the Excise Control Code (ECC) number for your legal entity’s primary address.
	Excise tariff code	View or modify the excise tariff code for the goods.
	Excise record type	Select the type of the excise record, based on the excisable goods, that the goods line is created for. If Trader is selected in the Excise type field, select the type of excise record from the following options: None RG23D – Record the details of the purchase or sale of goods that was made by a trader or dealer. If Manufacturer is selected in the Excise type field, select the type of excise record from the following options: None RG23A – Record the details of the purchase or sale of input goods. RG23C – Record the details of the purchase or sale of capital goods. Note You cannot select None in the Excise record type field if excise tax codes are calculated for the goods line.
	Direct settlement	Select the excise register to update the excise amount to that register, without using the Sales tax payment form to calculate the sales tax that is due for a given period.
	Consignment	Select this check box if the transaction line is a consignment transaction.
	DSA	Select this check box to update the transaction details in the Daily Stock Account (DSA) register. The item selected must have Production selected in the Default order type field in the Default order settings form.
	IEC number	View or select the Importer Exporter Code (IEC) for your legal entity’s primary address.
	Customs tariff code	View or modify the export tariff code for the goods. By default, this field displays the export tariff code that is specified for the goods in the Released product details form.
	Drawback CENVAT status	Select Availed or Not availed to indicate whether the manufacturer has used the Central Value-Added Taxes (CENVAT) credit.
	Drawback rate type	Select the type of drawback rate. The options include All industry rate, Brand rate, and Special brand rate.
	Drawback pct.	Enter the drawback percentage to use to calculate the drawback amount.
	Incentive scheme group	Select the incentive scheme group for the sales order line.
	Port ID	Select the port for the export sales order. By default, this field displays the export-import (EXIM) port that is specified for the selected incentive scheme group in the Incentive scheme groups form.
	Product group	Select the product group for the export sales order. By default, this field displays the product group that is specified for the selected goods in the Released product details form.
	STC number	View or select the Service Tax Code (STC) number for the legal entity’s primary address. Note The ledger accounts for posting the service tax amounts are identified based on the selected STC number.
	Service code	View or modify the service code for the goods.
	Tax Account Number (TAN)	View or select the TAN for your legal entity’s primary address.

Setup

This grid is displayed only in the header view of the form.

Field	Description
Nature of assessee	Select the nature of assesse category that the customer belongs to. Company HUF Firm Individual AOP BOI Local authority Others
TDS group	View or modify the default TDS group that is defined for the customer.
TCS group	View or modify the default TCS group that is defined for the customer.

Nature of assessee

Select the nature of assesse category that the customer belongs to.

Company
HUF
Firm
Individual
AOP
BOI
Local authority
Others

TDS group

View or modify the default TDS group that is defined for the customer.

TCS group

View or modify the default TCS group that is defined for the customer.