Use this form to create sales order lines by copying lines from another order or from a previously updated quotation, confirmation, packing slip, or invoice.
Navigating
the form
The following tables provide descriptions for the controls in this form.
Tabs
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Tab |
Description |
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Copy lines from orders or from different journals. |
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View all selected lines graphically. |
Fields
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Field |
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Specify the factor by which the quantity of the selected order lines should be increased or reduced. Enter a factor of 2.0 to double the quantity or a factor of 0.5 to halve the quantity. |
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Reverse the sign in front of the order quantity when you copy the order lines. If you activate the copy function through the form, this check box is automatically selected. |
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Copy miscellaneous order line charges. If you also select the option, the miscellaneous sales order header charges are also copied. If you activate the copy function through the or forms, this option is automatically selected. |
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Recalculate the net amount of the copied lines based on current prices and trade agreements. Do not select this option if you want to retain the net amount of the order line you are copying from. |
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Make a precise copy of the selected lines, including all order line information such as tax groups, ledger accounts, and dimensions. If you activate the copy function through the or form, this option is automatically selected.
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Delete previously entered order lines on the current order before copying the selected lines. If you activate the copy function from the order header, this check box is automatically selected. |
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Copy header information from the selected order to the current order. Information can include terms of payment, currency, terms of delivery, mode of delivery, dimensions, and cash discount codes. If you activate the copy function from the order header, this check box is automatically selected.
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Select all lines or select only specific lines that you want to copy. |
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number is a unique field that is used to identify a sales order; it must be specified when you create a sales order. |
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Click the square arrow to obtain a list of all existing customers. |
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Contains the customer name by default. However, you can give the order any name you find suitable for queries and printing. |
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Date and time on which the record was created. |
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The currency code attached to the Customer is copied automatically when the sales order is created. |
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The item's identification. Type in the number yourself or have it inserted by clicking in the field. |
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Select an item configuration to specify an item with specific attributes. |
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Specifies the size of the item. |
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Specifies the color of the item. |
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The site where you want to ship the ordered items from. The site specified here is automatically copied to the new sales order lines unless you have made the site mandatory for the ordered item in the form > > form. |
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Enter the warehouse in which you store your items. |
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Enter the Batch number dimension. If you select and in the upper section of the / form, you can edit the batch number for the transfer order line. |
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Serial number dimension. If you select and in the upper section of the / form, you can edit the serial number for the transfer order line. |
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The sales unit is the unit in which the item is sold. The measurement cannot be changed when the sales order has been used in one or more transactions. |
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A proposed sales price for the item can be transferred from the Item (form)dialog box, which is activated from the Item (form)dialog box. |
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The line amount is an expression of the total price of the order line after deducting discounts and adding other costs ( ). The line total is calculated as follows: quantity * (((unit price - line discount total)/price unit) + )*(100 - discount%)). |
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Enter a line discount amount. |
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Type a line discount percentage yourself or it can be generated by using the line discount agreements set up in the trade agreements. |
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Displays the from which the Quotation journal is posted. |
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Displays the of the customer that placed the order. |
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Displays the for the current quotation. |
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Displays the . The is generated automatically when a quotation is created. You define the under Number sequences (form). |
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Displays the date that the Quotation journal was posted. |
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The used for the amounts and prices of the active quotation. |
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The sales quotation deadline. The deadline is the last date for acceptance of the quotation. |
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Displays the that has been quoted. |
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Sales price of line per price unit displays the of the quoted . |
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Displays the of the quoted . |
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Displays the for the of the quoted . |
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Displays the calculated based on the . |
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Displays the calculated based on the . |
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The from the Sales orders from which the Confirmation journal is posted. |
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The of the customer that placed the order. |
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The delivery name specified for the order at the time the confirmation was posted. |
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A unique number for the confirmation which is generated, when you post the conformation. The sequence is defined under Number sequences (form). |
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The date that the confirmation journal was posted. |
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Display the for the current confirmation. |
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The that has been confirmed. |
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The of the confirmed . |
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Shows you the of the confirmed . |
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Shows you the for the of the confirmed . |
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Calculated discount for the sale. The and the fields are used to calculate the value of this field on basis of the . |
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Calculated . The . and the fields are used to calculate the value of this field on the basis of the . |
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Displays the from the Sales orders from which the Customer packing slips is posted. |
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Displays the of the customer that placed the order. |
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Displays the for the current packing slip. |
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Displays the . The is generated automatically when a packing slip is created. You define the sequence under Number sequences (form). |
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Displays the date that the Customer packing slips were posted. |
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Displays the that has been delivered. |
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Displays the of the delivered . |
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Displays the order or project numbers that the invoice is updated from. Microsoft Dynamics AX completes this automatically when you create the invoice. |
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The account number of the customer that was invoiced. |
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Enter the of the item recipient. |
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The system automatically generates the invoice number when updating the invoice. Define the invoice number series in Number sequences (form). |
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Displays the invoice date, which is also used as the posting date. This date is also used to calculate the due date and the cash discount date. You can change the invoice date manually before updating. |
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The ledger voucher number is generated automatically when the invoice is updated. You define the voucher series in Number sequences (form). |
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Displays the total invoice amount, including any discount, misc. charges, sales tax, and rounding. |
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Shows you the currency for the invoice. |
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A unique code that is assigned when items are created. |
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The sales unit is the unit in which the item is sold. The measurement cannot be changed when the sales order has been used in one or more transactions. |
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Overview of sales price setup for costs. |
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Amount in currency. |
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Amount in currency. |
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Discount in percentage. |
Note
Buttons
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Button |
Description |
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Select which inventory dimensions to display in the form by clicking > . |
