If the configuration key is selected, shipping carrier charges for the order must be transferred from the shipping carrier software to Microsoft Dynamics AX before the invoice for a sales order can be posted. For more information, see About posting sales order packing slips to update information for shipping carriersand Post packing slips and update information for shipping carriers.

In Microsoft Dynamics AX, when you post invoices for sales orders, applicable shipping charges are added to the invoice as miscellaneous charges. You can view the resulting miscellaneous charges in the sales invoice form that is opened from a customer invoice journal.

Post sales invoices by using the Sales order form

Use this procedure to post sales order invoices for shipments that are not processed by using the form.

  1. Click > Common Forms> .

  2. Select a sales order with a status of .

  3. On the tab in the upper pane, you can verify the mode of delivery and carrier name. If the check box is selected, a return address and logo will not appear on the printed invoice.

  4. Click > .

  5. In the form, select the and check boxes.

  6. Clear the and check boxes.

    Note Note

    You can enter information in the fields on the tab, but it is not transferred to the shipping carrier software. This tab is available only if the configuration key is selected.

  7. In the lower pane, make any changes that are needed.

  8. Click OK. The shipping charges are transferred to miscellaneous charges and the invoice is printed and posted.

Post sales invoices by using the Shipment form

Use this procedure to post sales order invoices for shipments that use the form. You can use this procedure only for invoices that are paid by C.O.D. or by credit card. For more information about processing credit card information, see Post packing slips and update information for shipping carriers.

  1. Click > Common Forms> .

  2. Select a shipment for which a packing slip has been posted.

  3. Click .

  4. In the form, select the and check boxes.

  5. Clear the and check boxes.

    Note Note

    You can enter information in the fields on the tab, but it is not transferred to the shipping carrier software. This tab is available only if the configuration key is selected.

  6. In the lower pane, make any changes that are needed.

  7. Click OK. The shipping charges are transferred to miscellaneous charges and the invoice is printed and posted.

See Also