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Chapter 6: Sales Orders

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CHAPTER 6: SALES ORDERS

Objectives

The objectives are:

Review the various forms and list pages for working with salesorders.

Determine and apply different sales order types.

Set up account receivable order parameters.

Create a sales order and add lines to it.

Specify multiple delivery addresses for sales order lines.

Discuss how to set up a delivery schedule on a sales order.

Set up the Delivery dates feature to specify and update requested

dates.

Use the Available dates feature to specify and update request dates.

Create order entry deadlines and order entry deadline groups forsites.

Create an order of the Direct delivery type and update the order

Review the sales order posting status and profiles.

Discuss how to generate a sales order confirmation.

Discuss how to generate a sales order picking list.

Review the picking list registration process.

Discuss how to generate a packing slip for a sales order.

Explore the Shipment carrier interface feature.

Introduction

Sales Orders reviews the process for creating and managing sales orders in

Microsoft Dynamics AX 2012. Sales orders are used throughout the sales

process to record information about the goods and services that a company is

selling to various customers.

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Supply Chain Foundation in Microsoft DynamicsAX 2012

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Working with Sales Orders

Various forms and list pages are available for creating, reviewing, and updatingsales orders. The following topics review the Sales order form and Sales order

list page functionality.

All Sales Order List Page

The All sales orders list page is found in Sales and marketing > Common >

Sales orders > All Sales orders. The list page displays all sales orders for the

current company. It can be used to create, change, or review any sales orders in

the system for the company that you are logged in to.

FIGURE 6.1 ALL SALES ORDER LIST PAGE

The All sales orders list page contains two FactBoxes that display additional

information about the selected sales order.

Latest sales orders - displays a list of recent sales orders for thesame customer as the sales order that is selected in the grid. The user

can browse to a related sales order by clicking the Sales order link

inside the FactBox.

Related information - displays the number of open quotations, opensales orders, unpaid invoices, return orders, and open cases for the

same customer as the sales order that is selected in the grid.

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The buttons in the Action Pane are used to complete various tasks that are related

to the selected sales order(s). Not all buttons are available when you select more

than one sales order.

The preview pane on the All sales orders list page displays a list of each line on

the selected sales order.

Sales Order Form

The Sales order form is used to enter and view the details about one specific

sales order. There are several methods to open the Sales order form:

Open Sales and marketing > Common > Sales orders > All salesorders. Next, clickSales order in the New group of the Action

Pane.

Open Sales and marketing > Common > Customers > Allcustomers. Next, clickSales order in the New group on the Sell tab

of the Action Pane.

Open Sales and marketing > Common > Sales orders > All salesorders. Next, select the desired sales order and then clickEdit in the

Maintain group of the Action Pane.

Open Sales and marketing > Common > Sales orders > All salesorders. Next, double-click the desired sales order.

The Salesorder form has two views available: header view, line view, and editin grid view.

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Working in the Line View

When you open the Sales order form, the form will always open in the Line

view. The line view version of the form has three FastTabs:

Sales order header - displays basic information from the header of

the sales order that applies to all lines of the sales order. However,some fields can be overridden at line level. To expand the Sales

order header FastTab enterCTRL + 1.

Sales order lines - displays a list of each item or service for the salesorder. This FastTab will always be expanded

Line details - displays additional information for the line that isselected in the Sales order lines tab. The additional information on

the Line details tab is split into several tabs across the bottom of the

tab page, dividing the additional fields into logical groups or areas.

To expand the Sales order header FastTab, enterCTRL + 3.

FIGURE 6.2 SALES ORDER FORM - LINE VIEW

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Working in the Header View

To enter detailed information about a sales order into the header and optionally

have the information copied to all the lines of the sales order, you must open the

header view. To access the header view, clickHeader view in the Show group of

the Action Pane on the Sales order form or enterF12.

FIGURE 6.3 SALES ORDER FORM - HEADER VIEW

When you are in the header view of the Sales order form, the Header view

button on the Action Pane will be highlighted to give you a visual indication of

the current view.

The header view is split into several tabs that are described in the following table.

Tab Description

General View and edit information about the selected sales order.

The shortcut to expand this FastTab is CTRL + 1.

Setup View and change the buyer group, order, pool, and language

information for the selected sales order.


Address View or select address information about the vendor for the

selected sales order.


Delivery Set up delivery information for the order.


Price and

discount

Enter price and discount information for the order.


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Tab Description

Packing Enter RFID tagging information for the order.


Intercompan

y settings

Enter intercompany setting information for the order.

The shortcut to expand this FastTab is CTRL + 7.Foreign

trade

Enter foreign trade information for the order.


Financial

dimensions

View information about financial dimensions, such as the

default dimensions and where the dimensions are used in

account structures and account rule structures.


Working in the Edit in Grid View

To open the Sales order form in the Edit in grid view, clickEdit in grid in the

Maintain group of the Action Pane. To change to the grid view when the Salesorder form is open, click the Grid icon in the status pane.

The Edit in grid view lets you modify information on the most common sales

order fields. It also lets you select multiple sales orders for update.

FIGURE 6.4 SALES ORDER FORM - EDIT IN GRID VIEW

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Sales Order Statuses

A sales order can have several statuses that indicate how far the selected order is

within the sales order process.

Open order

Received

Invoiced

Canceled

In addition to the status on the header of the sales order, each line of the order

can also have a status, as follows:

Open order

Received

Invoiced

Canceled

Sales Order Document Statuses

In addition to the sales order status, each sales order has a document status that

indicates which documents are generated for a selected sales order.

None - no documents are generated for the order.

Confirmation - a confirmation is generated for the order.

Picking list - at least one picking list is generated for the order.

Packing slip- at least one packing slip is generated for the order. Invoice - at least one invoice is generated for the order.

Because the status and document status are calculated separately, different

combinations of statuses and document status can help additionally identify an

orders status. For example, if an orders status is Open order and the document

status is Invoice, you can conclude that the order is partly received and invoiced.

One-Time Customer

Use the One-time customer function when you are working with a customer who

does not exist in the Customer form. Before you use this function, make sure

that a number sequence is set up for one-time customers in Account receivable >Setup > Account receivable parameters > Number sequences.

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Sales Order Types

When you create a sales order in Microsoft Dynamics AX 2012, select from oneof several sales order types:

Journal Subscription

Sales Order

You cannot select the following sales order types manually, because they are

created through the Return management feature or the Project management and

accounting module.

Returned Order

Item Requirements

Sales OrderThe sales order type of Sales order is used when the customer confirms that he or

she wants the order. You can set the default type to be Sales order inside the

Accounts Receivable Parameters form, depending on the client's business

process.

Journal

Sales orders of the Journal type resemble purchase orders of the Journal type

because they are also used as draft sales orders.

Journals help when you bring data into the system that might not meet quality orother standards. This can occur with data loads or data that is entered by a new ortemporary worker.

A sales order of the Journal type does not affect stock quantities, and the quantity

on the order line will not be considered in Master planning.

Subscription

The sales order type of Subscription is used for repeated sales of the same item or

service to the same customer. When a packing slip is updated, Microsoft

Dynamics AX 2012 generates a packing slip. When the invoice is updated, a new

packing slip or invoice entry can be updated for the same sales line. The order

never has an Invoiced status, only Open or Delivered.

Example: Subscriptions Type

Cave Wholesale has a standing order to buy 100 LCD Televisions HD Black 42

inches from Contoso Entertainment Systems. The order processor creates a sales

order of the Subscription type for Light and Design and creates a line for 100

pieces of LCD Televisions HD Black 42.

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Each month, the subscription is invoice-updated, and the goods are delivered to

the customer, and then the customer is billed for the standard quantity of 100

pieces. The sales order remains at the Open order status, but transactions are

created for the sales order line.

Returned Order

The sales order type of Returned order is used when you receive goods back from

a customer.

The Returned order type in Microsoft Dynamics AX 2012 cannot be selected

manually. It is created through the Return orders form in

Sales and marketing > Common > Return orders > All return orders.

For more information about Customer returns, refer to Customer Returns in the

Supply Chain Foundation in Microsoft Dynamics AX 2012 course.

Item Requirements

The sales order type of Item requirements is connected to the Microsoft

Dynamics AX 2012 Project management and accounting module. When you

create the item requirements in the Project management and accounting

module, the system automatically creates a sales order of the type Item

requirements.

Set Up Sales Parameters

Use the Accounts receivable parameters form to set up sales parameters and

perform the following tasks:

Define settings that apply to all sales transactions.

Enter default information that will be used if the information has notbeen specified at a lower level.

Select the Prompt for customer informationparameter if the usermust be prompted for transfer of customer master data to the salesorder on sales order creation or modification.

Select the template customer who must be used for any one-timecustomer that you create.

Select number sequences for sales transactions.

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General Tab

Using the General tab of the Accounts receivable parameters form to set up

the default values that appear on new sales orders or quotations. You can change

the values on individual sales orders or quotations as appropriate. You can also

specify requirements for reason codes.

The following table provides an overview of the parameters on the General tab.

Parameter Description

Mandatory tax

group

Select this check box to require that a tax group be

defined for each new or modified customer account.

Tax exempt

number

requirement

Select the country/region group that applies to your legal

entity and that determines whether a tax exempt number

is mandatory for customers who claim tax exemption.

Minimum

reimbursement

If a customer has a credit amount because of an

overpayment or a credit note, a reimbursement transfersthe amount to a vendor account.

Enter the minimum amount to process for a

reimbursement. If the value in this field is 0.00, no

minimum payment is required.

One-time

customer account

Select a customer account as the default template for

one-time customers. This is the customer account that

will serve as a template for the information that will be

entered on a sales order for a customer who is not

expected to make other orders.

Order type Select the order type to be proposed when you create an

order in the Sales order form.

Period of validity Enter the number of days for the sales order deadline.

When you create a sales order, the deadline is

automatically calculated as today's date plus the number

of days specified in this field.

You can delete all sales orders that have a deadline

earlier than the specified date by using the Delete orders

form. (ClickSales and marketing > Periodic > Cleanup > Delete order.)

Sales order pool Select the default sales order pool that will be addedautomatically to an order when you create the order in

the Sales order form. If you do not want to use thedefault sales order pool, you can change it for a specific

customer or on a specific sales order.

Reservation Select the default method of reservation to use when you

create an order in the Sales order form.

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Sales origin Select the default sales origin of an order. The sales

origin that you specify here is inserted automatically

when you create a sales order.

Sales origin from

Enterprise Portal

Select the default origin for sales orders that are entered

through the Enterprise Portal.

Prompt for

customer

information

Select this check box to receive a warning when you

create or modify a sales order in the Create sales order

form. The warning will explain that the customer's term

information, such as terms of payment, will be copied

from the Customers form to a sales order.

Mark order as

void

Select this check box if you want sales orders to be just

voided instead of deleted when a sales order is deleted.

Prompt quantity

field value when

postingdocuments

Select this check box to automatically recommend a

value for the Quantity field when you post a document.

Period of validity Enter the number of days that a Return Materials

Authorization (RMA) for customers is valid. The

estimated date of arrival is calculated based on the

system date plus the number of days that you specify.

Require reason

code for payment

cancellations

Select this check box to require that a reason code be

selected when payments are canceled.

Require reason

code for return

orders


selected before a return order can be posted.

Require reason

code for

transaction

reversals


selected when accounts receivable transactions are

reversed.

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Accounts receivable > Setup > Accounts receivable parameters > General

tab

FIGURE 6.5 ACCOUNTS RECEIVABLE PARAMETERS - GENERAL TAB

Updates Tab

Use the Updates tab on the Accounts receivable parameters form to enter or

view parameters in the General, Pickinglist, Packing slip, Invoice, and batch

sections. This includes rules for delivery acceptances and updating invoices and

picking lists.

Invoicing parameters will not be covered in this topic. For more information

about generating invoices for sales orders, refer to the Financials I in Microsoft

Dynamics AX 2012 course.

To view or edit parameters for automatically updating order lines when you

change the sales order header, clickUpdate order lines. The options are

described in the following table.


Accept

overdelivery

Select this check box if customers are willing to receive

more items through the packing slip update than the

quantity that is ordered on the sales order line.

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Accept

underdelivery

Select this check box if customers are willing to accept

that an underdelivery might be regarded as a final

delivery.

Safety level of

invoiced orders

Specify whether to allow for changes to a fully invoiced

sales order.

Use default

language

Select this check box to print the picking list in the default

language that is specified in the Legal entities form.

If this check box is cleared, the picking list is printed in

the language that is defined as part of the picking list

report properties.

Automatic

reduction,

picking list

Select this check box to reduce the quantity that is sent to

pick to the available on-hand quantity.

Picking route

status

Select the picking route status that will be used when the

picking list is updated. Completed - When the picking list is issued, the pick

is performed and the system updates the quantity to be

picked.

Activated - The order is generated with the Activatedpicking status. The picking process must be manually

activated, and then later it must be manually

completed to change the status to Completed.

Post packing

slip in ledger

Select this check box to post the stock value of physical

inventory transactions to the ledger when you update a

packing slip.

Automatic

reduction,

packing slip

Select this check box to reduce the quantity that is sent to

the packing slip to the available on-hand quantity.

Number of

document in

batch task

Enter the maximum number of documents that must be

processed in parallel in each batch task in the batch job.

The batch job is run when you post sales orders.

Update order

lines

Use this button to open a form where you can specify how

sales order lines are automatically updated whenmodifications are made on the sales order header.

For each field, you can select one of the following values.

Always - The order lines are updated automaticallywhen the order header is updated.

Never - The order lines are not updated when theorder header is updated.

Prompt - The user selects whether to update the orderlines.

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Accounts receivable > Setup > Accounts receivable parameters > Updates

tab

FIGURE 6.6 ACCOUNTS RECEIVABLE PARAMETERS - UPDATES TAB

Summary Update Tab

Use the Summary update tab to specify default values and the order error

tolerance for summary updates of sales orders.

To set up parameters for data collection for a summary update, clickSummaryupdate parameters, and then make selections in the Quotation, Confirmation,

Picking list, Packing slip, and Invoice areas.

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Accounts receivable > Setup > Accounts receivable parameters > Summary

Update tab

FIGURE 6.7 ACCOUNTS RECEIVABLE PARAMETERS - SUMMARY UPDATETAB

The Split based on group lets you split the sales order confirmations, picking

lists, packing slips, and invoices based on the Site orDelivery informationcheck boxes.

For example, if you select the Delivery information check box for confirmation,

the sales confirmation will produce one confirmation for each sales order line

delivery address when you post. If you clear the check box the confirmation will

use the header address in the Sales order form as the delivery address when you

generate the sales order confirmation.

Shipments Tab

Use the settings on the Shipments tab to specify whether to include shipping

information on invoices or product receipts. You can also specify whether to

create bills of lading and which information to include.


Shippingspecification

Specify whether and when shipping specifications will beautomatically entered. Shipping specifications include

volume, net weight, cartons, gross weight, shipping zone,

and shipping label print settings.

You can enter shipping information when you make a

packing slip update, invoice the order, or both. Select

None if you want to enter all the shipping specifications

manually.

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ATP incl.

planned orders

Select this check box to include planned orders in

available-to-promise (ATP) calculations, if you select the

ATP calculation method in the Deliverydate control

field.

Delivery datecontrol

Select the method to use to calculate possible ship andreceipt dates. If you select ATP + Issue margin, the

shipping date is equal to the ATP date plus the issue

margin for the item. The issue margin is the time that is

required to prepare the items to ship.

If you select CTP, a capable-to-promise (CTP) explosion

is calculated. The confirmed ship date is updated with a

suggested ship date.

Sales lead time Enter the number of days for the default lead time.

ATP time fence Enter the period, in days, to use to calculate ATP, if you

selected the ATP calculation method in the Delivery date

control field.

ATP backward

demand time

fence

Enter the number of daysbackward from todaythat

past-due demand will be considered when you are

calculating availability dates for inventory. Past-due

demand, also known as inventory issues, affects the

earliest available delivery dates for inventory.

For example, if you enter 0, no past-due demand will be

considered. If you enter 1, yesterday's demand will be

considered, if it has not already been fulfilled.

ATP backward

supply timefence

Enter the number of daysbackward from todaythat

past-due supply will be considered when you arecalculating availability dates for inventory. Past-due

supply, also known as inventory receipts, affects the

earliest available delivery dates for inventory.

For example, if you enter 0, no past-due supply will be

considered. If you enter 1, yesterday's supply will be

considered, if it has not already been fulfilled.

ATP delay

demand offset

time

Enter the number of days - forward from today -

considered to be the delivery date for past-due demand on

inventory issues.

For example, if you enter 0, items that have a past-due

delivery date will be considered as delivered today. If youenter 1, items that have a past-due delivery date will be

considered as delivered tomorrow.

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ATP delay

supply offset

time

Enter the number of daysforward from todaythat is

considered the received date for items on past-due

inventory receipts.

For example, if you enter 0, the item will be considered as

received today. If you enter 1, the item will be consideredas received tomorrow.

Shipment report

layout

Select a shipment report layout:

Shipping labels - Print one or more shipping labelsfor each package that is specified when you entered

the shipping descriptions.

Shipment list - Print a dispatch list that containsinformation about all packages.

Bill of landing Specify whether and when to create a bill of lading when

dispatching the shipment.

You can create the bill of lading when the packing slip isupdated, when the invoice is posted, or at both times.

Language Select the language in which to print the bill of lading.

Carrier name Specify the name of the company that handles your

transport of items.

This information is transferred to the corresponding fields

in the Bill of lading and Posting invoice forms. You can

define the carrier names in the Carrier form.

Freighted by Specify who handles the transport of items used in the Bill

of lading and Posting invoice forms.

Freight chargeterms

Specify who will pay for the freight. This information istransferred to the corresponding fields in the Bill of

lading and Posting invoice form.

Trailer loaded Specify who loaded the items.

Freight counted Specify who counted the items.

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Accounts receivable > Setup > Accounts receivable parameters > Shipments

tab

FIGURE 6.8 ACCOUNTS RECEIVABLE PARAMETERS - SHIPMENTS TAB

Prices Tab

Use the Prices tab to specify how to calculate the total discount if you define

both line and multiline discounts for a sales order. You can also specify generic

currency, smart rounding, and trade agreement evaluation options. The options

are described in the following table.


Find maincharges

Select this check box to automatically search and applymain charges when you create a sales order. If you have

not defined automatic charges, clear this check box to

increase performance.

Find charges

for line

Select this check box to automatically search and apply line

charges that are set up for the ordered item when you create

a sales order line. If you have not defined automatic

charges, clear this check box to increase performance.

Discount Select the method to determine how the combined discount

is calculated if a line discount and a multiline discount are

effective for a certain sales order line.

Date type Specify whether prices will be searched by using today's

date or the delivery date.

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Generic

currency

Select the generic currency to use for the base price list.

The base prices in the generic currency are transferred to

other currencies by using the exchange rate type that is

selected in the Exchange rate type field.

Exchange ratetype

Select the exchange rate type to use with the genericcurrency.

Apply smart

rounding after

currency

conversion

Select this check box to automatically apply smart

rounding to price endings after you have converted

currency from the generic currency.

Calculate total

discount on

posting

Select this check box to automatically calculate the total

discount when you do any of the following tasks:

Post sales orders

Update sales orders by using an AIF service

Click any of the following buttons on the Action Panein the Sales order form or on the All sales orders list

page:

Sell > Tax > Sales tax

Sell > Calculate > Multiline discount

Manage > Customer > Check credit limit

Invoice > Bill > Payment schedule

Invoice > Bill > Cash flow forecast

Click any of the following buttons in the Sales orderlines grid in the Sales order form:

Financials > Tax > Sales tax

Sales order line > Calculate > Supplementary items

Trade

agreement

evaluation

If you change price and discount conditions, prices and

discounts could be recalculated and overwritten. You could

also trigger a dialog box. The dialog box helps you decide

whether to keep the current price or discount if the price is

inherited from an external source. Add the types of external

sources that should trigger this dialog box by selecting the

check box.

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Accounts receivable > Setup > Accounts receivable parameters > Prices tab

FIGURE 6.9 ACCOUNTS RECEIVABLE PARAMETERS - PRICES TAB

Inventory Dimensions Tab

Use the settings on the Inventory dimension tab to select the inventory

dimensions that are displayed on sales order and quotation lines.

Accounts receivable > Setup > Accounts receivable parameters > Inventory

dimensions tab

Number Sequences Tab

On the Number sequences tab, you can select a number sequence that is

associated with each reference. Number sequences are used to assign logical or

sequential numbers to a document or record. For example, the number sequence

code that is assigned to the Sales order reference is used to generate a new unique

number for each sales order that is created.

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The number sequence can be set up to have a specific format such as SO#####.

This means that the sales order number will be generated by using the next

available number in that format. For example, if the next number in the sequence

is 22187 when a new sales order is created, the system will generate the sales

order as SO22187.

FIGURE 6.10 ACCOUNTS RECEIVABLE PARAMETERS - NUMBERSEQUENCES TAB

Each number sequence must have a specified number sequence code before adocument of that type can be created.

Accounts receivable > Setup > Accounts receivable parameters > Number

Sequence tab

Creating a Sales Order

There are several ways to create a sales order. The following topics describe in

detail the steps for creating a sales order and adding lines to it.

In Microsoft Dynamics AX 2012, when the users creates the sales order from thecustomer list page then the create form is skipped, and all defaults from the

customer just transferred automatically. Evaluate if this should be used to create

the sales order.

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Procedure: Create a Sales Order from the All Sales OrdersList Page

To create a new sales order from the All sales orders list page, follow these

steps:

1. Open Sales and marketing > Common > Sales orders > All salesorders.

2. ClickSales order in the New group of the Action Pane to create anew sales order.

3. In the Create sales order form, select a customer.

FIGURE 6.11 CREATE SALES ORDER FORM

4. If you are prompted, clickYes to copy address, delivery address,currency, invoice account number, and language to the sales order.

5. If you are prompted, clickNo to create the new sales order withoutcopying previous customer purchase information.

6. In the Order type list, select the type of sales order to create.

7. Enter or change the information in the Create sales order form if itis necessary, and then clickOK.

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Procedure: Create a Sale Order from the All CustomersList Page

To create a new sales order from the All Customers list page, follow these steps:

1. Open Sales and marketing > Common > Customers > Allcustomers.

2. Select the desired customer.

3. Click the Sell tab in the Action Pane.

4. ClickSales order in the New group.

NOTE: Creating a sales order from the Customerform will skip theSales order

create form and all defaults from the customer will be transferred automatically.

Procedure: Enter Sales Order Header Details

Detailed information can be entered or viewed for a sales order by using theHeader view on the Sales order form. To enter details about a sales order,

follow these steps:


2. Select the desired sales order and then clickEdit in the Maintaingroup of the Action Pane, or create a new sales order.

3. ClickHeader view in the Show group of the Sales order form orclickF12.

4. Click in each tab and enter the required information.

NOTE: For more information about the header view of theSales orderform,

refer to the Working in the header View topic, or refer to the Help for this form.

Adding Lines to a Sales Order

There are several ways that you can add lines to a sales order.

Manually add one line at a time by using the Add line button on theSales order lines tab, or enterCtrl +N when focused on a line, and

then select one of the following:

o

Item number: Use the Item number drop-down list to select aproduct that is defined in the system. These products can beservice or items, and might be stocked or not stocked based on

the setup that is defined on the product.

o Sales category: Select the category from the sales categoryhierarchy. For lines with internally-defined product numbers, the

category derives from the setup in the product catalog. For lines

without product numbers, the category is selected on the order

line.

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Add multiple lines by using the Add lines button on the Sales orderlines tab. On the Create lines form, use the Filter > Advanced filter

sort button to search for the desired products. Next, enter the desired

quantity next to each item number in the Sales quantity field. Use

the Create button to accept the amounts and close the form, or use

the Apply button to add the selected item numbers to the sales order

and continue to search.

FIGURE 6.12 CREATE LINES FORM

Copy lines from another sales order by using the From all orFromjournalbutton in the Copy group of the Action Pane on the Sales

order form.

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There are several differences on a sales order lines when the product is a stocked

product, a not stocked product, or a sales category base line.

Sales category base line: site is mandatory and the warehouse isoptional. Only site and warehouse can be entered on the order line.

Not stocked products: site is mandatory, other storage and trackingdimensions are active according to the dimension group setup.

However, they are optional.

Stocked products: site is mandatory and other storage and trackingdimensions are active and can be mandatory, depending on the

dimension group setup.

NOTE: If a line item is sales category based, then foreign trade information must

be must manually entered for the order line.

Procedure: Add a Line to a Sales Order

To add a line to a sales order, follow these steps:

1. From the Sales order form, clickLine view orF11 in the Showgroup of the Action Pane.

2. ClickAdd line in the Sales order lines tab.

3. Select the Item number orSales category.

4. If it is required, enter the Size, Color, Configuration, and otherinventory dimensions.

5. Type the quantity to be sold in the Quantity field.

6. Select the unit of measurement to sell the quantity that is specified in

the Unit field.7. If it is necessary, enter the Unit price for the line.

8. Optionally, enter discount information and repeat steps 2 through 8for each additional line.

Procedure: Add a Sales Category Line to a Sales Order

To add a sales category to a sales order, follow these steps:

1. From the Sales order form, click the Line view button orF11 in theShow group of the Action Pane.

2. ClickAdd line in the Sales order lines tab.

3. Select the Sales category.

4. Type the quantity to be sold in the Quantity field.

5. Select the unit of measure of the product in the Unit field.

6. Select the site from the Site drop-down.

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7. Optionally, select the warehouse from the Warehouse drop-down.

8. Enter the Unit price for the line.

9. Optionally, enter discount information and repeat steps 2 through 8for each additional line.

Copy from AllWhen you create a sales order, the Copy from all feature lets you view all sales

orders, confirmations, packing slips, and invoice lines to select a document or

lines that are most like the one(s) being created. This data can be copied and used

as a starting point for a new sales order.

This helps when you create a new sales order that resembles one that was created

for a different customer, or even for the same customer for a different item or

quantity. Within this option, users can configure the copying of these variables in

the Quantity and Setup field groups:

Quantity factor Invert sign

Copy charges

Recalculate price

Copy precisely

Delete order lines

Copy order header

You can open the Copy from all form by clicking Copy from all in the Copy

group of the Action Pane or in the Sales order lines tab of the Line view, and

then clicking Sales order line and selecting an option for copying information.

Procedure: Copy from Sales Order

To create a new sales order and copy the lines from another sales order, follow

these steps:


2. ClickSales order in the New group of the Action Pane to create anew sales order.

3. In the Create sales order form, select a customer.

4. If you are prompted, clickYes to copy address, delivery address,currency, invoice account number, and language to the sales order.

5. Enter or change the information in the Create sales order form if itis necessary, and then clickOK.

6. ClickFrom all in the Copy group of the Action Pane.

7. Select the Sales order(s) to copy from.

8. ClickOKto copy the selected sales order(s) and sales order line(s).

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Lab 6.1 - Create a Sales Order

Contoso Entertainment Systems - Company CEU

Scenario

The customer, Sparrow Wholesales, calls and orders ten pieces of item number

1701, Standard DVD player - black and will pay to have the DVD players to be

installed for 300 U.S. dollars (USD). This will be entered as one day installation

fee on the sales order.

As a Sales Clerk with Contoso Entertainment Systems, you will create the sales

order for item number 1701 and a sales line for the Installation sales category.

Challenge Yourself!

Create the Sales order from the Customer form with two sales lines.

Need a Little Help?

The Customer form is opened through Sales and marketing >Common > Customer > All customers.

Step by Step


2. Select Customer 1201.

3. Click the Sell tab in the Action Pane.4. ClickSales order in the New group to create a new sales order.

5. In the Item number drop-down, select 1701.

6. Type 10 in the Quantity field.

7. ClickAdd line.

8. In the Sales category drop-down, select Services > Installation.

9. Type 1 in the Quantity field.

10. In the Unit drop-down, select Day.

11. In the Site drop-down , select 2.

12.Type "300" in the Unitprice field.

13.ClickClose.

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Ship to Multiple Addresses

The Multiple ship to functionality lets users specify delivery addresses for eachorder line instead of only according to the order header.

Use the Multiple ship to functionality in sales orders to perform the following

actions:

Specify multiple customer delivery addresses on sales order lines.

Copy addresses that are manually entered on the sales order into theAddresses table for reuse later.

Select if sales order documents are printed for each delivery addressor for each order.

Scenario: Specify and Save an Alternative DeliveryAddress for a Sales Order Header

The order processor is informed that, because of a temporary relocation of a

customer, the sales order must be sent to another delivery address.

This address differs from the customer's main address that is specified in the

Customers form. Therefore, the order processor must update the sales order with

the customers new delivery address.

To do this, the order processor updates the delivery address on the Sales order

header, and then copies the new address to the Alternative delivery address for

the customer for later use.

Procedure: Insert an Alternative Address for a SalesOrder Header

To insert an alternative address for a sales order header, follow these steps:



3. ClickHeader view in the Show group of the Sales order form.

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4. Click the Addresses FastTab and use one of the following options tochange the address:

a. Use the Delivery address drop-down list to select an availabledelivery address.

b. Click the Global address bookicon to select a different address

from the global address book.c. Click the Add icon to create a new address.

5. ClickYes in the Infolog to update the address where the sales orderlines matched the old header address. ClickYes to all to update all

sales order lines orNo not to update sales order lines.

Scenario: Specify an Alternative Delivery Address forSales Order Lines

The Order Processor is informed that a sales order, with three sales order lines

for a customer, must be delivered to three delivery addresses for three of their

retail outlets.

The customer informs the Order Processor that they need a packing slip for each

delivery address.

The Order Processor updates the delivery address on each sales order line, and

when the items are ready for delivery, the Order Processor packing slip updates

the sales order. As the Packing slip parameter is selected in the Split based on

delivery information field group, one packing slip is printed for each sales order

line for each retail outlet.

Procedure: Change an Address for a Sales Order Line

Detailed information can be entered or viewed for a sales order line in the Line

details tab when you use the Line view on the Sales order form.

To a change an address for a sales order line, follow these steps:



3. ClickLine view in the Show group of the Sales order form.

4. Select the desired line in the Sales order lines tab or create a newline.

5. Click the Lines details tab.

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6. Click the Address FastTab and use one of the following options tochange the address.

a. Use the Delivery address drop-down list to select an availabledelivery address.

b. Click the Global address bookicon to select a different address

from the global address book.c. Click the Add icon to create a new address.

TIP: TheAddress FastTab can stay open when you browse to the next line where

an address change is needed. This eliminates keystrokes where multiple lines

need line detail input from the same FastTab.

Delivery Schedule

In Microsoft Dynamics AX 2012, delivery schedules are used on the sales order

and sales quotation. This lets the user split an order line into multiple deliveries.

Delivery Schedules

The delivery schedule consists of an order line with multiple deliveries that are

manifested as delivery schedule lines. Each delivery schedule line is displayed in

the sales order below the order line with multiple deliveries. An icon

distinguishes between the order line with multiple deliveries and the delivery

schedule lines.

The order line with multiple deliveries serves as a template for the delivery

schedule lines. This means that when the delivery schedule lines are created, the

values are copied from the order line with multiple deliveries to the delivery

schedule lines.

For example, prices and conditions from trade agreements will be applied to the

order line with multiple deliveries and copied to the delivery schedule lines.

The quantity of the order line with multiple deliveries and the sum of the quantity

of the delivery schedule lines will always be synchronized. After a delivery

schedule line is created, most of the attributes of the delivery line can be edited ason a typical order line.

Only delivery schedule lines will be displayed on the sales order confirmation or

picking lists, not the order line with multiple deliveries.

NOTE: You can delete a delivery schedule from theDelivery schedule form. If

you delete the order line, the delivery schedule will also be deleted.

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9. Enter the Quantity and the Requested receipt date for line .

10.Repeat steps 8 and 9 for each scheduled delivery.

11.ClickOK.

Enhanced Delivery Date Control

The Enhanced delivery date control function is primarily about giving realistic

and complete delivery promises to a customer during sales order entry and

shortening the sales order entry time.

Enhanced delivery date control supports the user in his or her daily work and

makes it simpler to give realistic delivery dates. The order processor enters sales

orders and Microsoft Dynamics AX 2012 checks if the requested delivery date

for the customer can be met from a shipping perspective. If a requested delivery

date cannot be met, the order processor is provided with user-friendly simulation

that lists the options to help find a resolution to the requested delivery date

problem.

Use the delivery date control function together with transfer orders, where the

delivery date control is used to calculate earliest possible ship and receipt dates

for the transfer order/transfer order lines.

Enhanced delivery date control examines:

Various levels at which the delivery date control can be enabled

The range of factors to include in the delivery data calculation togive you the most accurate delivery date

Using the Available dates functionality to simulate different deliveryscenarios and accept or reject calculated delivery dates

Enable the Delivery Date Control Feature

To enable default delivery date control on the sales order header, you must

enable the feature. Do this by selecting Sales lead time in the Delivery date

controlparameter in Accounts receivable > Setup > Accounts receivable

parameters > Shipments tab.

Enabling the Delivery date control feature helps you make sure that delivery date

control is set by default every time that you create a sales order header.

You can set up delivery date control on each item, in the Default order setting

form, and this defaults to the sales order lines, even if the Delivery date controlparameter setting is None. The Delivery date control setting on the item overrides

the parameter setting

You can also enable the Delivery date control function at various points in the

sales order creation process.

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Enable the control in the following places:

Create sales order

Sales order header

Sales order lines

Create release order

NOTE: If you select the ATP, CTP or ATP + Issue margin in theDelivery date

controlparameter, it will work with the Available-to-promise (ATP) time fence

and ATP incl. planned orders parameters for the ATP feature.

Available-to-Promise

The available-to-promise (ATP) parameter is available in the Delivery date

control field in the Accounts receivable parameters and on the Default order

settings form on the item setup.

Available-to-promise (ATP) logic applies to stocked items, and automatically

results in the assignment of a delivery date to a sales order line item. ATP logic

assumes that item replenishment is driven by demand procurement and

production. Therefore, delivery promises can be based on scheduled receipts

within the horizon that is defined by the ATP time fence. The optional

consideration of planned orders as scheduled receipts would be applicable when

most planned orders are used to create actual supply orders.

The ATP time fence for an item typically represents its cumulative lead time,

although it sometimes represents the lead time to produce a manufactured item

from stocked components. The promised delivery date will be automatically

placed at the end of the time horizon that is defined by the ATP time fence whenthere are insufficient scheduled receipts.

The ATP logic can also consider past-due demand and supply. These dates

should be updated to the current date or a future date to correctly coordinate

supply chain activities, either by manually changing the date or by automatic

changes based on the calculated futures date. When the dates are not updated, the

optional ATP policies should be used to consider the past-due dates. For

example, past due demand and supplies might be considered for the past three

days to cover those situations in which you have not yet updated the dates.

You can learn more about available-to-promise (ATP) in the Microsoft Dynamics

AX 2012 Discrete Manufacturing series.

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Capable-to-Promise

Capable-to-promise (CTP) logic generally applies to make-to-order items, and

automatically results in the assignment of a delivery date to a sales order line

item. CTP logic considers components on-hand inventories and their lead times

to suggest a promised delivery date. For example, when no component inventory

exists, the promised delivery date reflects the items cumulative manufacturinglead time.

The CTP logic is conceptually similar to the explosion logic for a sales line. The

Explosion logic must be manually invoked for a line item, and involves several

steps to correctly calculate and update the promised delivery date on a sales line.

You can learn more about capable-to-promise (CTP) in the Microsoft Dynamics

AX 2012 Discrete Manufacturing series.

Earliest Possible Delivery Date Factors

Several factors can help determine the earliest possible delivery date to thecustomer when you use the delivery date control functionality. Microsoft

Dynamics AX 2012 uses certain factors to base its calculation of the earliest

possible delivery date for a sales order.

Consider the following factors when calculating the earliest possible delivery

date:

Delivery date control method: None, Sales lead time, ATP, ATP +Issue margin or CTP

Coverage calendar

Order deadlines Transport time

Transport calendars

Customer receipt calendars

Sales Lead Time

Sales lead time is the number of days that you can use on all the activities from

receiving the sales order to shipping it. These activities can include the

following:

Sales administration tasks Conducting checks on items before shipping them

Warehouse administration

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The sales lead time is a default value for all items that you sell from your

company. However, notice that the sales lead time on individual items overrides

the sales lead time in the Accounts receivable parameters. Define the sales order

lead time in Accounts receivable > Setup > Accounts receivable parameters >

Shipments tab.

Considering the sales lead time, if you try to specify a requested shipping datethat falls before the first possible date, the system generates a warning and asks

you to find another available date for delivery.

The system-proposed ship and receipt dates can be overridden if you click

Disable dlv. date control. In this case, the system accepts the dates that were

originally proposed, although you cannot force the system to accept a closed date

in the calendar or a date in the past.

Coverage Calendar

The coverage calendar for the warehouse is set up for each warehouse. In the

coverage calendar, you can set up open and closed days for the warehouse. If therequested shipping date falls on a closed day, then the next open day is used forthe requested shipping date. If you do not set up a coverage calendar, the open

and closed days for the company are defined in the Company information form

on the Shipping calendar.

Procedure: Set Up a Coverage Calendar for a Warehouse

To set up a coverage calendar for a warehouse, follow these steps:

1. Open Inventory and warehouse management > Setup >Inventory breakdown > Warehouses.

2. Select a warehouse.

3. Click the Master planning tab.

4. In the Calendar field, specify a calendar to be used as a coveragecalendar.

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Transport Time

Set up transport time between a warehouse in your company and a customer

address in the Transport form. This is opened by clicking Inventory and

warehouse management > Setup > Distribution > Transport.

FIGURE 6.14 TRANSPORT FORM

NOTE: Make sure that fallback warehouses are associated with the sites. The

fallback warehouse is used to calculate the transport time if a site but no

warehouse is specified on the sales order line.

Procedure: Set up Transport Times

To specify the transport shipping point, receiving point, and transport duration,

follow these steps.

1. Open Inventory and management > Setup > Distribution >Transport.

2. ClickNew to create a new transport.

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3. Under the Receiving point section in the Type list, select AddressorWarehouse.

4. Leave the remaining fields blank on the top pane of the form. Thislets you see all the current transport possibilities.

5. In the middle pane, create a new line and select the relevant shipping

warehouse.6. Depending on the setting of step 2, on the General tab, select either

the receiving warehouse or the receiving point address by selecting,

for example, the ZIP/postal Code.

7. You can enter the number of transport days that will be used inmaster planning when you create planned transfer orders.

8. To add new shipping and/or receiving points, repeat the procedurefrom step 2.

9. In the bottom panel, create a new line and select a mode of delivery.

10.Enter the number of transport days for transport.

11.Repeat from step 8 for all desired modes of delivery.

12.Select the Default check box for the preferred mode of delivery thatwill be used in master planning when you create planned transfer

orders. This overrides the Transport days setting in step 6.

13.To add new shipping and/or receiving points, repeat from step 2.

Fallback Warehouse

The Transport form is controlled based on warehouse and not site. This means

that if only the site is specified on the sales order line, the Transport form does

not receive the necessary input to calculate and find the correct transport time.

The Fallback warehouse for site form is where you can specify a fallback

warehouse for a site. This means that if only the site is specified on a sales order

line, the necessary information for the Transport form is pulled from thefallback warehouse for that specific site instead. Therefore, the Transport form

still calculates the transport time based on the individual warehouse settings.

NOTE: The fallback warehouse settings also apply if transport has only been setup for Warehouse A on a site and Warehouse B is selected on the sales order

line.

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To set up fallback warehouses, open the Fallback warehouse for site form from

Inventory and warehouse management > Setup > Distribution > Fallback

warehousefor site.

FIGURE 6.15 FALLBACK WAREHOUSE FOR SITE FORM

Transport Calendar

A transport calendar can be attached to a Mode of delivery by opening the

transport calendar from the Modes of delivery form in Accounts receivable >

Setup > Distribution.

The transport calendar lets you operate with two levels of detail:

Mode of delivery

Warehouse specific

The transport calendar is a working time calendar and allows for three statuses of

the working times, as shown in the following table.

Status Description

Open The mode of delivery is open for pickup and delivery.

Closed The mode of delivery is closed for pickup and delivery.

Closed for pickup This means that the carrier can operate on an open day

but does not make pickups from warehouses on that

day. This is an important feature because many carriers

operate seven days a week but might only pick up

items to be delivered on certain days of the week.

Procedure: Attach a Calendar to a Mode of Delivery

To attach a calendar to a mode of delivery for a warehouse, follow these steps.

1. Open Accounts receivable > Setup > Distribution > Modes ofdelivery.

2. Select the Mode of delivery.

3. ClickTransport calendar.

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4. Specify the Warehouse for which the calendar is valid if you want tocreate a warehouse relation. Otherwise, leave the field blank.

5. Select the Calendar.

Procedure: Customer Receipt Calendar

Specify the opening days for the customer in the Customer receipt calendar. You

cannot specify that a receipt date falls on a closed date in the customer's receipt

calendar. If no receipt calendar is specified for the customer, all days are open for

the customer.

To specify a customer receipt calendar, follow these steps:


2. Select the customer and then clickEdit in the Maintain group of theAction Pane.

3. Click the Invoice and delivery FastTab.4. Specify a Receipt calendar in the Receipt calendar field.

Supply Overview

The purpose of the Supply overview form in Microsoft Dynamics AX 2012 is to

provide an overview of the available supply beyond the default supply option and

to enable the user to view and compare the alternatives for supplying items that

the customer requires at the time that he or she specified.

Other locations include the following:

Sites other than the one making the delivery Vendors that are rarely used

Alternative ways of producing the item

To satisfy a customer's demand for an item, the item can frequently be sourced inmany ways, for example:

Creating a production order at the site from which the order will beshipped to the customer

Using available items in inventory or on existing production ordersor purchased orders

Creating a new purchase order by transferring from other warehouses

For some items, all those options are available; for others items, only a subset can

be used.

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The Supply overview form is opened from the Product and supply > Supply

overview button from sales order lines, in the Sales Orders form.

FIGURE 6.16 SUPPLY OVERVIEW FORM

Scenario: Supply Overview Form

When Susan, the Order Processor, is viewing the Supply overview form, she

notices that there is a quantity of an item on stock at another site. She contacts

Eduardo, the Planner on that site, to check whether she could use those items.

Eduardo currently has a surplus of the item in question because a customer

recently changed an order. Therefore, he agrees that Susan can use them. Susan

creates a transfer order for the items from their current site to the site from where

they will be shipped. Susan inserts the ship and receipt dates on the sales order

line based on this arrangement.

Susan, the Order Processor, can also select to change the site and warehouse for

the sales order line. She can then ship the items directly from the site where they

are in stock, if it is permitted according to the company's business processes.

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Lab 6.2 - Setting up Transport Times

Contoso Entertainment Systems - Company CEU

Scenario

As the Sales Manager for Contoso Entertainment Systems, you are responsible

for setting up the Delivery date control functionality and transport times for an

existing customer in the ZIP Code/Postal Code is 07010.

The standard transport time by Mode of delivery 50, Parcel betweenContoso Entertainment Systems' warehouse 21 and the customer is

five working days. This is the default transport time.

Specify that, when 11, UPS Ground is the mode of delivery fromwarehouse 21, the transport time is three working days.

Specify that, when 01, UPS Next Day Air is the mode of deliveryfrom warehouse 21, the transport time is only one work day.

Challenge Yourself!

Set up the transport times to the customer for different modes of delivery

according to the specifications in the lab description.

Need a Little Help?

Set up the transport times in Inventory and warehousemanagement > Setup > Distribution > Transport.

Set up a standard transport time by using a default value.

Step by Step

1. Open Inventory and warehouse management > Setup >Distribution > Transport.

2. ClickNew.

3. In the Overview grid, select 21 in the ShippingWarehouse field.

4. Type "USA" in the Country/region field.

5. In the Overview grid, type "01199" in the ZIP/Postal code field.

6. In the lowest pane, create a new line by clicking Add, and then select

50 in the Mode of delivery field and a transport time of five days.Select the Default check box.

7. Click Add, and then select 11 for the Mode of delivery field and atransport time of three days.

8. Click Add, and then select 01 for the Mode of delivery field and atransport time of one day.

9. Close the Transport Form.

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Available Ship and Receipt Dates

The Available ship and receipt dates dialog box appears if a sales order cannotbe delivered on the requested date, considering all the calendars and times that

you have previously set up.

Available Ship and Receive Date Dialog Box

The Available ship and receipt dates form provides an immediate and clear

warning that indicates if you can deliver a sales order in time to meet the

customer's requirements.

FIGURE 6.17 AVAILABLE SHIP AND RECEIPT DATES FORM

In the Available ship and receipt dates form, you can perform the following:

View the dates on which you can/cannot ship a sales order in theupper part of the form and the reason why the date is unavailable.

For example, the shipping date falls on a closed date in the transport

calendar.

Resolve the problem. For example, change the mode of delivery forthe order.

The most important prerequisite for using the Available dates functionality is that

the Delivery date control parameter is selected.

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Specify and Update Request Dates with the AvailableDates Function

When you create a sales order, Microsoft Dynamics AX 2012 calculates the

earliest possible ship date and receipt date. The earliest ship and receipt dates

depend on the setup that is created for all the factors previously referred to in the

"Enhanced Delivery Date Control" lesson.

If you try to select a requested ship date or requested receipt date that falls before

the calculated requested ship date or requested receipt date, the Available ship

and receipt dates dialog box appears.

The Available ship and receipt dates form has two panes:

Top pane: indicates what the problem is with the requestedship/receipt date for the selected sales order.

Bottom pane: the non-available dates are indicated with a caution

icon. These are likely closed days in the calendar. The rest of thedates are available.

Available Ship and Receipt Dates - Parameters

Use the parameters and information in the Available ship and receipt dates

form to try to meet the requested delivery date and solve the date problem. These

parameters are described in the following table.


Mode of

delivery

Change the mode of delivery to reduce the transport time.

For example, delivery by AIR is usually faster than delivery

by VAN. Therefore, to bring the requested receipt dateforward, you can switch the mode of delivery to AIR and

simulate what the result will be for available ship dates and

available receipt dates.

Site Change the site.

Warehouse Change the warehouse and the number of transport days to

be less or more. This lets you fulfill/not fulfill the requested

ship/receipt date.

Delivery date

control

Displays which delivery date control is being used for the

sales order.

Lead time In the sales order header, the lead time comes from thedefault sales lead time that is specified on the Accounts

receivable parameters form. In the sales order lines, the

lead time comes from the sales lead time for the item or

trade agreements that exist for the item. If the Delivery date

control method is ATP or CTP, then these provide the Lead

time.

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Transport

days

Shows the number of days it takes to transport items from

the shipping point to the receiving point for the given mode

of delivery. You can set up the transport days on the

Transport form.

My time Shows the order entry deadline at the shipping location.This is converted to your time zone.

Shipping

location time

Shows the order entry deadline at the shipping location in

the time zone of the shipping location.

Available

ship date

Available ship date from the shipping point.

Availablereceipt date

Available receipt date at the receiving point.

Order Entry Deadlines

The delivery date control feature lets you specify order entry deadlines for each

site and consider that sites might be located in different time zones.

This deadline in Microsoft Dynamics AX 2012 is defined as the order entry

deadline.

The order entry deadline is defined for each site according to the time zone that

the site is located in and not the time zone where sales orders are created. In

addition, you can enable certain important customers to have later order entry

deadlines than other customers.

In many companies, a sales order must be received before a certain time of dayfor the sales order to be treated as if it is received that day. If the order is received

after this deadline, the company treats the sales order as if it is received the next

business day.

Scenario: Order Entry Deadlines

Susan, the Order Processor, sets up order entry deadline times for all the days of

the week in the Order entry deadlines form. If an order is received after this

time, it will be treated as if it is received the next day. By default, these times are

set to 23:59, that is, one minute to midnight at the end of the relevant day. Susan

can change the default times so that they coincide with actual ship deadline

times.

Susan, the Order Processor, can also define order entry deadlines for a specific

group of customers, for example, if she wants to enable a group of specific

customers to have order entry deadlines later than most customers. First, Susan

defines order entry deadline groups in the Order entry deadline groups form.

She then assigns the order entry deadline groups to customers in the Customers

form and then sets up the order entry deadline for the group.

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If a company's sites are located in different time zones, the order entry deadline is

set up in the site time zone. However, with sales orders and sales quotations, the

order entry deadline is converted to the user's time zone in the Available ship

and receipt dates dialog box.

The permitted combinations of site and order entry deadline group are defined in

the Activate order entry deadline combinations form.

Example: Order Entry Deadline

Suppose that today is Tuesday and the time is 17:00. If Susan, the Order

Processor, sets the order deadline to 16:00 on Tuesday and tries to set the ship

date as today's date (assuming zero lead time), she will receive a warning that the

date is invalid if the Sales lead time, ATP, ATP + Issue margin, or CTP is

selected in the Delivery date control field. This warning will appear in the

Available ship and receipt dates dialog box on which alternative dates can be

selected.

Example: Different Order Entry Deadline for Each Site

A company consists of two sites. The sites are located in two time zones. This is

an example in which two sites have different order entry deadlines.

Site A Site B

California Florida

Pacific Standard Time (PST) Eastern Standard Time (EST)

Site A and B have defined the following order entry deadlines.

Order entry

deadlines

PST Order entry

deadlines

EST

Monday 13:00 Monday 14:00

Tuesday 13:00 Tuesday 14:00

Wednesday 13:00 Wednesday 14:00

Thursday 13:00 Thursday 14:00

Friday 13:00 Friday 14:00

Susan, the Order Processor, is located in Utah where the time zone is Mountain

Standard Time (MST).

This means that, if Susan creates orders with site A before 14:00 MST and with

site B before 12:00 MST, she meets the order entry deadlines for both sites.

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The following table shows the order entry deadlines for site A and B converted to

MST time.

Site A (PST) MST Site B (EST) MST

13:00 14:00 14:00 12:00

Example: Same Order Entry Deadline for Each Site

A company consists of two sites. The sites are located in two time zones. This is

an example in which two sites have the same order entry deadline.

Site A Site B

California Florida

Pacific Standard Time (PST) Eastern Standard Time (EST)

Site A and B have defined the following order entry deadlines.

Order entry deadlines PST and EST

Monday 13:00

Tuesday 13:00

Wednesday 13:00

Thursday 13:00

Friday 13:00

Susan, the Order Processor is located in Utah where the time zone is Mountain

Standard Time (MST).

This means that, if Susan creates orders with site A before 14:00 MST and with

site B before 11:00 MST, she meets the order entry deadlines for both sites.

The following table shows the order entry deadlines for site A and B converted to

MST time.

Site A (PST) Site A (MST) Site B (EST) Site B (MST)

13:00 14:00 13:00 11:00

NOTE: If daylight saving time adjustment is in effect, the order entry deadlinesare adjusted accordingly.

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Procedure: Set Up Order Entry Deadlines

To specify order entry deadlines for each site and order entry deadline groups,

follow these steps:

1. Open Inventory and warehouse management > Setup >

Distribution > Order entry deadlines.

FIGURE 6.18 ORDER ENTRY DEADLINES FORM

2. In the Site field, specify if you want order entry deadlines to apply toa specific site or to all sites.

3. Select a site in the Select field if you have selected Specific in theSite field.

4. In the Order entry deadline group field, specify if you want orderentry deadlines to apply to a specific order entry deadline group or to

all order entry deadline groups.

5. Select an order entry deadline group in the Select field if you haveselected Specific in the Order entry deadline group field.

6. Type order entry deadline times in each day of the week fields.

NOTE: If an error icon appears next to the line, the order entry deadline

combination is not activated.

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Procedure: Create an Order Entry Deadline Group

To define order entry deadlines for sites or groups of customers, follow these

steps.

First, create order entry deadline groups and then associate the order entry

deadline groups that have sites or customers.

1. Open Inventory and warehouse management > Setup >Distribution > Order entry deadline groups.

FIGURE 6.19 ORDER ENTRY DEADLINE GROUPS

2. ClickNew to create a new Order entry deadline group.

3. Type a group name in the Order entry deadline group field andtype a description of the group in the Description field.

Procedure: Assign an Order Entry Deadline Group to aCustomer

To assign an Order entry deadline group to a customer, follow these steps.


2. Select the customer to whom you want to assign an order entrydeadline group and then clickEdit in the Action Pane.

3. Click the Sales order defaults FastTab and select an order entrydeadline group in the Order entry deadline field.

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Procedure: Activate Combinations of Order EntryDeadline Groups and Sites

To activate combinations of order entry deadline groups and sites, follow these

steps:

1. Open Inventory and warehouse management > Setup >Distribution > Activate order entry deadline combinations.

2. Select the check boxes that correspond to the combinations that youwant to activate.

Order group All order groups

Site Select this combination if you want

order entry deadlines to apply to a

specific site and a specific order

entry deadline group.

Select this combination if

you want order entry

deadlines to apply to a

specific site and all order

groups.

All sites Select this combination if you want

order entry deadlines to apply to all

sites and a specific order entry

deadline group.

The All sites and All

order entry deadline

groups combination is

always activated and

cannot be deactivated.

The selected combinations will be available in the Order entry deadlines form.

Direct Delivery

Microsoft Dynamics AX 2012 supports direct delivery to customers. With direct

delivery, sales orders are delivered directly from the vendor to the customerwithout physically entering your company's inventory.

The direct delivery functionality in Microsoft Dynamics AX 2012 has the

following advantages over the traditional non-direct delivery distribution supply

chain:

Reduced time from when you create sales orders to the delivery tothe customer.

No inventory carrying or labor costs because the items neverphysically enter inventory.

Reduced transportation costs because the items go directly from thevendor to the customer.

Reduced administration time and less chance of order entry errorbecause purchase orders are directly created from the sales order and

there is a single point to update delivery/receipt of orders.

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Scenario: Create and Process a Direct Delivery Order

A customer has ordered items for receipt one week from next Wednesday. The

order processor at Contoso Entertainment System checks whether they currently

have enough of these items in stock but finds they do not.

The vendor for these items is located in the same town as the customer.Therefore, the order processor decides to create a direct delivery from the vendor

to the customer to save unnecessary freight costs and shorten the delivery time.

Procedure: Create a Purchase Order for a Direct DeliverySales Order

Creating a sales order of the direct delivery type works exactly like the Create

purchase order function, except that the customer's delivery address is transferred

to the purchase order instead of the company's address. To create a purchase

order of direct delivery from the sales order, follow these steps:



3. Create a sales order line and specify the Item and Quantity.

4. ClickDirect delivery in the New group of the Action Pane.

5. Select which sales order lines must be delivered directly. Select alllines for inclusion by selecting the Include all check box.

6. Select a vendor for each direct delivery line.

7. ClickOK. A purchase order is created and the delivery address is

transferred to the purchase order.

Update a Sales Order/Purchase Order of the DirectDelivery Type

When you create a sales order for direct delivery, all document updates from the

sales order are unavailable, except the Confirmation and Invoice. The Invoice is

available only when the order has reached a status of delivered.

All posting updates concerned with delivery of items to the customer, except

Confirmation, are performed from the purchase order. This makes sure that

product receipt updates for the purchase order and its attached sales order are

synchronized.

Synchronization between orders reduces the probability of:

Order processors updating the purchase order's packing slip order butnot the sales order packing slip.

Delays between updating the purchase order and sales order.

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The purchase order being updated against the wrong sales order.

The wrong quantities being updated between the purchase order andsales order.

By using this synchronized updating process, you make sure that packing slip

updates of purchase orders are reflected in the update of the attached sales order.

Other Updates of Purchase Orders and Sales Orders

The following table provides an overview of other types of posting and how they

are synchronized between the purchase order and sales order in a direct delivery

scenario.

Update Note

Purchase order

posting updates for

Purchase order and

Receipt list updates

Perform these as you would for a standard purchase

order; these updates do not affect the status of an

attached sales order.

Picking list updates With direct deliveries, no picking list are created

because the items that are sold to the customer never

physically enter your inventory and are therefore

never picked.

Sales orders with

lines of the direct

delivery and non-

direct delivery types

Posting options are available to perform updates for

the order lines of the non-direct delivery type.

However, posting options are unavailable for lines of

the direct delivery type.

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Process Flow - Direct Delivery

The Process Flow in a Direct Delivery Sales Order figure shows the process flow

in a direct delivery sales order from the customer's initial call through the final

invoicing of the sales order.

FIGURE 6.20 PROCESS FLOW IN A DIRECT DELIVERY SALES ORDER

Updating Sales Orders

When you update a Sales order/Sales order lines, corresponding updates appearon the attached Purchase order/Purchase order lines.

When you update a Purchase order/Purchase order lines, corresponding updates

appear on the attached Sales order/Sales order lines.

Scenario

A day after a customer has ordered an item, they call to say that they want the

item delivered to another address.

The order processor enters the new delivery address in the sales order line and

the corresponding purchase order line is updated. Additionally, the customerrequests that the delivery date be set back by one week and the order quantity

increased by 100 to 1100 pieces of each item. These changes are updated on the

purchase order.

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Finally, the customer orders 200 pieces of another item, and creates this order

line as a direct delivery on the same sales order. However, this time, the

corresponding purchase order line is not added to the existing purchase order of

the direct delivery type but created as a new purchase order and purchase order

line.

Later in the day, you inform the vendor of the updated delivery address, thechange in delivery date, order quantity, and the order for the additional items.

Update Sales Orders - Reaction on a Purchase Order

The following table shows the action on the sales order and the reaction on the

corresponding purchase order.

Action on sales order line of

direct delivery type

Reaction on corresponding purchase

order line of the direct delivery type

Update the address Address updated on corresponding

purchase order line.Update the requested shipping

date

Delivery date updated on corresponding

purchase order line.

Update the quantity Quantity updated on corresponding

purchase order line.

Delete sales order line Select if the corresponding purchase order

line is to be deleted.

Create a new sales order line of

the direct delivery type

A new purchase order of direct delivery

type is created in the Purchase orders

form.

Update Purchase Order - Reactions on a Sales Order

The following table shows the action on the purchase order and the reaction on

the corresponding sales order:

Action on purchase order line

of the direct delivery type

Reaction on corresponding sales

order line

Update part delivery of a

purchase order line

The delivered quantity is updated in the

sales order line

Update Confirmed delivery date

on the purchase order line

Confirmed ship date on the sales order

line is updated

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