Create sales release order (form)

Article
05/05/2014

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

Click Sales and marketing > Common > Sales orders > Sales agreements. On the Action Pane, click the Sales agreement tab, and then click Release order.

Use this form to release a sales order from a sales agreement. You can only use this form to release from sales agreement lines if a quantity is specified on the lines.

Important

In the upper section of this form, you can prepare the header of the release order. If the sales agreement has commitments of the quantity type, you can prepare the lines for the release order in the lower section of this form. If the sales agreement has commitments of the value type, you cannot enter value types of order lines until you create the release order.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	Enter delivery information, default inventory dimensions, and reference information about customers.
Address	Enter information about the delivery address.
Lines	View and enter detailed information for lines. You can also change the information that was copied by default from the header section to the lines.
General	Enter delivery information for each line.
Dimensions	Enter inventory dimensions for each line.

Buttons

Button	Description
Simulate delivery dates	Open the Available ship and receipt dates form, where you can view the days and dates on which items can be shipped and received. You can also transfer the dates to the header section of the Create release order form.
Simulate delivery dates	Open the Available ship and receipt dates form, where you can view the days and dates on which items can be shipped and received. You can also transfer the dates to the section for lines in the Create release order form.
Dimensions display	Open the Dimensions display form, where you can specify the inventory dimensions that appear in the Create release order form.

Fields

Fields	Description
Requested receipt date	The date that the customer originally requested to receive the order.
Requested ship date	The date that the selling organization must ship the item to meet the customer's requested receipt date.
Delivery date control	Select the method that you want to use to calculate possible shipping and receipt dates. If you select ATP + Issue margin, the shipping date equals the available-to-promise (ATP) date plus the issue margin. The issue margin is the time that is required to prepare the items for shipment.
Mode of delivery	Select the mode of delivery. Note Delivery modes are set up in the Modes of delivery form.
Time zone	The time zone of the shipping location.
Site	The site where the products that were ordered are picked. If the site is set up as a mandatory inventory dimension in the Inventory management area, you must specify a site before you can submit the order lines. Note The site that you select in the header section is copied to the lines.
Warehouse	The warehouse where the products that were ordered are picked. If the warehouse is set up as a mandatory inventory dimension in the Inventory management area, you must specify a warehouse before you can submit the order lines. Note The warehouse that you select in the header section is copied to the lines.
Customer requisition	Enter the customer's purchase order number. You can print the purchase order number on sales order confirmations, quotations, packing slips, and invoices.
Customer reference	Enter the customer's reference for the current order. The customer reference is the purchase order number from the customer's purchasing system or other system. You can print the customer reference on sales order confirmations, quotations, packing slips, and invoices. You can also use the customer reference as a criterion when you limit queries and submit print jobs.
Contact	Select a contact person for the customer. Customer contacts are defined in the All contacts listpage in the Sales and marketing area.
Delivery name	The name of the company or organization that the ordered products are delivered to. The delivery name is printed on the sales order confirmation. If you copied customer information to the sales agreement when you selected the customer, the field is prepopulated. Note The delivery name is derived from the delivery name of the customer address that you enter in the Customers form.
Delivery address	Select a delivery address. Note If the field is already populated with an address ID, you can add a new delivery address or modify the existing delivery address.
Address	A summary of the address information for the delivery address that you selected in the Delivery address field.
Item number	The unique identifier of the item that you want to release.
Product name	A description of the item.
Sales quantity	Enter the sales quantity for the current transaction. If a maximum sales quantity is specified on the sales agreement line that you are ordering from, you cannot exceed the quantity in the Remaining field.
Unit	The unit of measure that is selected for the product on the sales agreement line that you are ordering from.
Configuration	The configuration of the item. If this field is mandatory, you must specify a configuration before you can submit the order line. Note Mandatory fields are set in the Product information management area.
Size	The size of the item. If this field is mandatory, you must specify a size before you can submit the order line. Note Mandatory fields are set in the Product information management area.
Color	The color of the item. If this field is mandatory, you must specify a color before you can submit the order line. Note Mandatory fields are set in the Product information management area.

Description

Requested receipt date

The date that the customer originally requested to receive the order.

Requested ship date

The date that the selling organization must ship the item to meet the customer's requested receipt date.

Delivery date control

Select the method that you want to use to calculate possible shipping and receipt dates. If you select ATP + Issue margin, the shipping date equals the available-to-promise (ATP) date plus the issue margin. The issue margin is the time that is required to prepare the items for shipment.

Mode of delivery

Select the mode of delivery.

Note

Delivery modes are set up in the Modes of delivery form.

Time zone

The time zone of the shipping location.

Site

The site where the products that were ordered are picked. If the site is set up as a mandatory inventory dimension in the Inventory management area, you must specify a site before you can submit the order lines.

Note

The site that you select in the header section is copied to the lines.

Warehouse

The warehouse where the products that were ordered are picked. If the warehouse is set up as a mandatory inventory dimension in the Inventory management area, you must specify a warehouse before you can submit the order lines.

Note

The warehouse that you select in the header section is copied to the lines.

Customer requisition

Enter the customer's purchase order number.

You can print the purchase order number on sales order confirmations, quotations, packing slips, and invoices.

Customer reference

Enter the customer's reference for the current order. The customer reference is the purchase order number from the customer's purchasing system or other system.

You can print the customer reference on sales order confirmations, quotations, packing slips, and invoices. You can also use the customer reference as a criterion when you limit queries and submit print jobs.

Contact

Select a contact person for the customer. Customer contacts are defined in the All contacts listpage in the Sales and marketing area.

Delivery name

The name of the company or organization that the ordered products are delivered to. The delivery name is printed on the sales order confirmation. If you copied customer information to the sales agreement when you selected the customer, the field is prepopulated.

Note

The delivery name is derived from the delivery name of the customer address that you enter in the Customers form.

Delivery address

Select a delivery address.

Note

If the field is already populated with an address ID, you can add a new delivery address or modify the existing delivery address.

Address

A summary of the address information for the delivery address that you selected in the Delivery address field.

Item number

The unique identifier of the item that you want to release.

Product name

A description of the item.

Sales quantity

Enter the sales quantity for the current transaction. If a maximum sales quantity is specified on the sales agreement line that you are ordering from, you cannot exceed the quantity in the Remaining field.

Unit

The unit of measure that is selected for the product on the sales agreement line that you are ordering from.

Configuration

The configuration of the item. If this field is mandatory, you must specify a configuration before you can submit the order line.

Note

Mandatory fields are set in the Product information management area.

Size

The size of the item. If this field is mandatory, you must specify a size before you can submit the order line.

Note

Mandatory fields are set in the Product information management area.

Color

The color of the item. If this field is mandatory, you must specify a color before you can submit the order line.

Note

Mandatory fields are set in the Product information management area.

Create sales release order (form)

Navigating the form

Tabs

Buttons

Fields

See also

Additional resources