(LVA) Enter transport information for a sales order [AX 2012]

Updated: October 18, 2012

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

In the Sales order form, you can enter additional information about the transport of items or materials. The information can be printed on the packing slip and on an invoice.

  1. 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, click Sales order.

  2. On the Action Pane, on the Pick and pack tab, click Transportation details.

  3. Select the Print transportation details check box to print the transportation information on the invoice.

  4. In the Goods issued by field, select the name of the worker who is responsible for issuing the load for transport.

  5. In the Package field, enter a short description of the item.

  6. In the Risk level of the load field, enter the danger level for the packaged item.

  7. In the Carrier type field, select the carrier.

  8. In the Carrier field, select the account number of the carrier.

    You can select a carrier only if Customer or Vendor is selected in the Carrier type field.

  9. In the Model field, select the model of the transportation vehicle.

  10. In the Registration number and Trailer registration number fields, enter the registration numbers of the vehicle and the trailer.

  11. In the Driver field, select the worker who is the driver of the vehicle. The name of the selected driver is displayed in the Driver name field.

  12. Click the Loading FastTab.

  13. In the Loading date and time field, enter the date and time when the goods were loaded.

  14. In the Loading address field, select the address where the goods were loaded.

    You can also select a different address, or add a new address, by using the buttons to the right of the Loading address field.

  15. Close the form.

  16. To print the packing slip when you post it, in the Sales order form, on the Action Pane, click Packing slip.

  17. In the Packing slip posting form, select the Posting and Print packing slip check boxes.

  18. Click OK to post the packing slip. The transportation details and address details are printed on the packing slip report.

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