(BRA) Create sales delivery schedules
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You can split an order line to deliver products to a customer in several deliveries. For example, you can split an order of 1,000 pieces of material into four deliveries. You can then deliver 250 pieces every month for four months. You can keep track of multiple deliveries in one schedule that is associated with a sales order or sales quotation.
Use this procedure to create a delivery schedule to split one order line into several deliveries.
Click Accounts receivable > Common > Sales orders > All sales orders. Click Sales order to create a sales order or double-click a sales order.
–or–
Click Sales and marketing > Common > Sales orders > All sales orders. Click Sales order to create a sales order or double-click a sales order.
–or–
Click Sales and marketing > Common > Sales quotations > All quotations. Click Sales quotation to create a sales quotation or double-click a sales quotation.
In the Sales order or Sales quotation form, select the line to create a delivery schedule or click Add line to add a line.
For sales orders, select a sales order line on the Sales order lines FastTab, and then click Sales order line > Delivery schedule. For sales quotations, select a sales quotation line on the Lines FastTab, and then click Sales quotation line > Delivery schedule. The details of the selected original order line are transferred to the first delivery line in the delivery schedule created in the Delivery schedule form.
Note
The Código Fiscal de Operações e Prestações (CFOP) codes and tax information are also transferred from the original order line to the delivery lines.
In the Quantity field, update the quantity for the first delivery of items.
Update dates in the following fields:
Requested receipt date – The date that the customer requested for receipt of the items.
Requested ship date – The date that the customer requested for shipment of the items.
Confirmed receipt date – The date that you confirmed for delivery of the items.
Confirmed ship date – The date that you confirmed for shipment of the items.
Create additional delivery lines for the delivery schedule.
To check the available requested ship and receipt dates, in the Delivery date control field, select the method of control. In the Available ship and receipt dates form, select a date, and then click Update requested ship date to update the requested ship and receipt dates.
Note
To review the available confirmed receipt and ship dates, and to transfer these dates to the delivery line, click Simulate delivery dates to open the Available ship and receipt dates form. Select the date that matches your requirements, and then click Update requested ship date to update the confirmed ship and receipt dates. For more information about the simulation of delivery dates, see Set up delivery date control.
If miscellaneous charges are associated with the order line, expand the More options node to update miscellaneous charges.
In the Charges conversion field group, select Copy gross amounts to copy the fixed charges to all lines. Alternatively, select Allocate to delivery lines to divide the charge among the lines.
Note
Only fixed charges can be divided, whereas variable charges are copied to the lines.
Click OK to close the Delivery schedule form and return to the line details.
If a sales or purchase agreement is associated with the original order line, the agreement reference is automatically transferred to the delivery schedule.