Use this form to post or print a sales order. You can post or print quotations, order confirmations, picking lists, packing slips, and invoices.

Tasks that use this form

Navigating the form

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

Tabs

Tab

Description

Specify parameters for posting and printing documents related to sales orders.

Specify whether and how you want Microsoft Dynamics AX to perform a credit limit check. To select a value for updating multiple sales or purchase orders simultaneously, use the field. For information about the different values, see the field.

View the selected quantities. You can manually edit the order line quantities that are selected for update.

View the bill of lading information. This is a receipt for goods that the carrier agrees to transport and to deliver to a designated person.

Overview tab

View a list of posted packing slips.

Setup tab

View inventory and delivery information for the order line.

View the purchase order lines attached to the selected packing slip.

View the details of a sale line.

View quantity information about packing slips related to the invoice. This tab is available only if is selected in the field.

View the sales order name and number.

Buttons

Button

Description

Define a query to limit and sort the data that will be posted. To perform the query later in connection with a batch job, select the check box.

Select packing slips to base invoices on. This button is available only if is selected in the field.

Assemble multiple orders into, for example, one invoice. To activate the button, on the tab select a value for the field. If the field is set to , the button will be unavailable.

View the totals for all the orders in the form. You can change the totals from the purchase posting forms, but not from the sales posting forms.

View and edit the form. You can change different fields only in the form.

Print the document. To specify the printer to use, click , select the document type to print, and select a printer.

View the form ( and forms only).
Note Note

To view the summarized order from the form when you update a summary for several orders, select to the relevant sales order, click , and then select the journal name. If you update multiple orders, you can click to assemble them into one on the tab.

Fields

Field

Description

Select the quantities on which to base the posting of the document. The options in the field depend on the type of document you are posting, such as packing slip or invoice.

Post sales orders by selecting the check box. If you clear this check box, the sales order is not posted in the ledger, and a pro forma sales order is printed, instead.

Note Note

If you made an agreement for a payment schedule, the payment schedule will not be shown on the pro forma invoice. The payment schedule will be shown only on an actual sales order.

Select this check box to apply the selected query later. This option is used in connection with batch jobs. The query will be executed at the time of the batch job.

Select this check box to reduce the available inventory by the delivered quantity when posting. For example, by doing this you still can print a picking list if there is not enough available inventory to cover the order.

Select this check box to print a return bill of lading by posting a returned item order and filling in the call tag type on the sales order header.

Select one of the following opens:

  • - Print after each invoice has been updated.

  • - Print after all the invoices have been updated.

Note Note

The list is available only if you select the , , , , or check boxes.

For example, suppose that you have set up Microsoft Dynamics AX to sort the information by invoice account in the form. You can then print the information by invoice account by clicking in the list.

Select this check box to print the invoice.

Select this check box to print the quotation document.

Select this check box to print the confirmation document.

Select this check box to print the picking list.

Select this check box to print the packing slip.

Select the quantity to update.

Select what is verified when a credit limit check is performed. For more information, see Credit limit type in Accounts receivable parameters.

To delimit the transactions included in the proposal, enter a date.

Select this check box to display, for example, a credit note as debit in your voucher transactions.

If you are posting a credit note, select this check box to keep the remaining quantity on order. If the check box is cleared, the remaining quantity is set to zero.

Reserves the transaction in the inventory.

Select the way that multiple sales orders should be summarized.

  • – Do not summarize sales orders. For example, for each sales order, create a separate invoice.

  • – Summarize all selected orders according to the criteria set in the form.

  • – Summarize a selected range of orders into one order that you specify. The orders are summarized according to the criteria set in the form. If this option is selected, you must select an option in the field.

  • – Summarize all selected orders according to the criteria set in the form, but only if summary updating has been specified in the form. If not, the order will be posted separately.

  • – Summarize a selected range of orders into one invoice per packing slip. This option is available only if is selected in the field.

The identification of the order.

The document type to update, such as quotations, order confirmations, packing slips, or invoices.

The unique number that identifies the project.

The order number that corresponds to the number in the field.

The packing slip identifier that corresponds to the selected line item.

The order name that corresponds to the name in the field.

The currency code.

Enter a date to delimit the transactions included in the proposal.

Enter the last day of payment. The last day of payment is independent of terms of payment.

The following considerations apply:

  • The due date can also be set on the tab in the form.

  • The due date in the posting form overwrites the due date in the form.

You cannot use a payment schedule and a due date at the same time.

Enter (on open transactions) or view the document date.

When a customer or vendor invoice is entered, the actual date of the invoice is ordinarily used as the posting date. In that case, both the due date and the cash discount date are calculated from this date.

Sometimes you might have to calculate the due date and cash discount date based on a date that differs from date that the transaction is posted. In that case, enter the transaction date in this field.

The identification of customer's bank account.

The order that the line is generated from.

The packing slip identifier that corresponds to the line item.

The delivery date from the packing slip that corresponds to the line item.

The order line's item number, which corresponds to the number indicated in the field.

To specify an item with specific attributes, select an item configuration.

Note Note

If you work with purchase and sales orders, you cannot change the item configuration when you have updated order transactions, such as registration, packing slips, and invoice updates.

The item size.

The item color.

Enter the warehouse in which you will store your items.

Enter the batch number dimension. If you select and in the upper section of the or form, you can edit the batch number for the transfer order line.

Enter the serial number dimension. If you select and in the upper section of the or form, you can edit the serial number for the transfer order line.

The back orders for the order line in the sales unit, based on the selected update parameter. This field can be edited.

The value of the quantity selected in the field.

If an order line cannot be delivered or only partially delivered, select this check box to set the remaining quantity to zero. If there is only one order line, the entire order will be closed and will receive a status of .

If selected, no inventory transactions will be created for the line.

Any back orders that occur after the order line has been updated.

You can change the quantity in the field if, for example, after your agreement with the customer, you want to make a final delivery of a smaller quantity than that originally ordered. This is referred to as underdelivery. Underdeliveries are permitted only if the order parameter is selected.

The amount, in inventory units, of the total number specified in the field on the tab.

The calculation is based on the field on the tab and is multiplied by the unit conversion factor defined in the form. If needed, you can change the amount manually.

The quantity, in inventory, units that will remain on back order if the line is updated with the quantity entered in the field.

This calculation for this field is based on the field for the packing slip and is multiplied by the unit conversion factor defined in the form. If needed, you can change this manually.

If the sales order line is only partially delivered or invoiced, select another packing unit other than the one already specified for the selected item.

If the sales order line is only partially delivered or invoiced, modify the packing unit quantity.

The name or company name of delivery address.

Enter the address and postal code. The other information is automatically inserted if the postal code exists in the postal code table.

The mode of delivery.

The order number that corresponds to the number in the field. This line only displays one sales order at a time. Because the line is dependent of the sales order that you selected on the tab, you cannot create a new line.

The order name that corresponds to the name in the field.

Use the consolidated picking method for this sales order line.

For more information about picking methods, see Picking methods.