Create direct deliveries [AX 2012]
Updated: March 18, 2014
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use this procedure to send ordered products directly to the customer from the vendor.
Click Sales and marketing > Common > Sales orders > All sales orders.
Click Accounts receivable > Common > Sales orders > All sales orders.
Create a sales order.
In the Sales order form, on the Action Pane, on the Sales order tab, click Direct delivery to open the Create direct delivery form.
The Create direct delivery form lists all sales order lines in the sales order and includes the preferred vendors.
You can set up a preferred vendor for an item per site, warehouse, location, color, size, and configuration on the General tab in the Item coverage form. You can access the Item coverage form from the Released products list page. For more information, see Item coverage (form).
If needed, change the vendor account number in the Vendor account field.
Select the Include all check box if you want to create direct deliveries for all the sales order lines in the form. You can also select individual lines by clicking the Include check box for each sales order line.
If a portion of the ordered quantity has already been delivered, then you must split the remaining quantity. Create a new line with the quantity that needs to be directly delivered and subtract that quantity from the quantity on the original line. For example, if the original quantity was 15 and five have been delivered, you must create a new line for the remaining quantity of 10, and then reduce the original quantity by that amount.
Select or clear the parameters in the uppermost part of the form and then click OK when you are finished.
A purchase order is created in the Purchase order form.
All updates to the selected sales order lines are now performed by using the Purchase order form except for invoicing. You must still invoice your customer manually.
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).