(RUS) Create and post a sales order for bailment
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 create and post a sales order when you return items from storage. Taxes are not calculated when you create the sales order, and the sales invoice is not included in the factures.
Click Accounts receivable > Setup > Accounts receivable parameters.
Click the Updates link, and then click Update order lines.
In the Updating %1 Date of price field, select Prompt to automatically update the price determination date when the value in the Date of price field in the sales order is modified.
Click OK to close the form.
Click Accounts receivable > Common > Sales orders > All sales orders.
On the Action Pane, click Sales order to create a new sales order for bailment.
Note
You cannot create a sales order for bailment for an item that is not inventoried, or for an item that is based on a category.
On the Sales order tab, click Header view.
Click the Setup FastTab, and then, in the Kind of activity field, select Bailee.
In the Inventory profile field, select an inventory profile for bailment.
Click the Price and discount FastTab.
In the Date of price field, select the date when the price for the item is determined in the trade agreement for bailment. If this field is blank, the current date is used.
Click the Invoice tab, and then click Invoice to open the Posting invoice form.
Enter the required details, and then click OK to post the sales order invoice for bailment. Customer and tax transactions are not created for bailment when you post the sales order invoice.