CHAPTER 6: SALES ORDERS

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "CHAPTER 6: SALES ORDERS"

Transcription

1 Chapter 6: Sales Orders CHAPTER 6: SALES ORDERS Objectives Introduction The objectives are: Review the various forms and list pages for working with sales orders. 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 for sites. 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. Sales Orders reviews the process for creating and managing sales orders in Microsoft Dynamics AX Sales orders are used throughout the sales process to record information about the goods and services that a company is selling to various customers. 6-1

2 Supply Chain Foundation in Microsoft Dynamics AX 2012 Working with Sales Orders Various forms and list pages are available for creating, reviewing, and updating sales 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 the same 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, open sales orders, unpaid invoices, return orders, and open cases for the same customer as the sales order that is selected in the grid. 6-2

3 Chapter 6: Sales Orders 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 sales orders. Next, click Sales order in the New group of the Action Pane. Open Sales and marketing > Common > Customers > All customers. Next, click Sales order in the New group on the Sell tab of the Action Pane. Open Sales and marketing > Common > Sales orders > All sales orders. Next, select the desired sales order and then click Edit in the Maintain group of the Action Pane. Open Sales and marketing > Common > Sales orders > All sales orders. Next, double-click the desired sales order. The Sales order form has two views available: header view, line view, and edit in grid view. 6-3

4 Supply Chain Foundation in Microsoft Dynamics AX 2012 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 enter CTRL + 1. Sales order lines - displays a list of each item or service for the sales order. This FastTab will always be expanded Line details - displays additional information for the line that is selected 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, enter CTRL + 3. FIGURE 6.2 SALES ORDER FORM - LINE VIEW 6-4

5 Chapter 6: Sales Orders 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, click Header view in the Show group of the Action Pane on the Sales order form or enter F12. 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 General Setup Address Delivery Price and discount Description View and edit information about the selected sales order. The shortcut to expand this FastTab is CTRL + 1. View and change the buyer group, order, pool, and language information for the selected sales order. The shortcut to expand this FastTab is CTRL + 2. View or select address information about the vendor for the selected sales order. The shortcut to expand this FastTab is CTRL + 3. Set up delivery information for the order. The shortcut to expand this FastTab is CTRL + 4. Enter price and discount information for the order. The shortcut to expand this FastTab is CTRL

6 Supply Chain Foundation in Microsoft Dynamics AX 2012 Tab Packing Intercompan y settings Foreign trade Financial dimensions Description Enter RFID tagging information for the order. The shortcut to expand this FastTab is CTRL + 6. Enter intercompany setting information for the order. The shortcut to expand this FastTab is CTRL + 7. Enter foreign trade information for the order. The shortcut to expand this FastTab is CTRL + 8. View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and account rule structures. The shortcut to expand this FastTab is CTRL + 9. Working in the Edit in Grid View To open the Sales order form in the Edit in grid view, click Edit in grid in the Maintain group of the Action Pane. To change to the grid view when the Sales order 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 6-6

7 Chapter 6: Sales Orders 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 order s status. For example, if an order s 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. 6-7

8 Supply Chain Foundation in Microsoft Dynamics AX 2012 Sales Order Types When you create a sales order in Microsoft Dynamics AX 2012, select from one of 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 Order The 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 or other standards. This can occur with data loads or data that is entered by a new or temporary 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

9 Chapter 6: Sales Orders 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 Set Up Sales Parameters 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. 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 not been specified at a lower level. Select the Prompt for customer information parameter if the user must be prompted for transfer of customer master data to the sales order on sales order creation or modification. Select the template customer who must be used for any one-time customer that you create. Select number sequences for sales transactions. 6-9

10 Supply Chain Foundation in Microsoft Dynamics AX 2012 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 Mandatory tax group Tax exempt number requirement Minimum reimbursement One-time customer account Order type Period of validity Sales order pool Reservation Description Select this check box to require that a tax group be defined for each new or modified customer account. 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. If a customer has a credit amount because of an overpayment or a credit note, a reimbursement transfers the 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. 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. Select the order type to be proposed when you create an order in the Sales order form. 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. (Click Sales and marketing > Periodic > Clean up > Delete order.) Select the default sales order pool that will be added automatically to an order when you create the order in the Sales order form. If you do not want to use the default sales order pool, you can change it for a specific customer or on a specific sales order. Select the default method of reservation to use when you create an order in the Sales order form. 6-10

11 Chapter 6: Sales Orders Parameter Sales origin Sales origin from Enterprise Portal Prompt for customer information Mark order as void Prompt quantity field value when posting documents Period of validity Require reason code for payment cancellations Require reason code for return orders Require reason code for transaction reversals Description Select the default sales origin of an order. The sales origin that you specify here is inserted automatically when you create a sales order. Select the default origin for sales orders that are entered through the Enterprise Portal. 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. Select this check box if you want sales orders to be just voided instead of deleted when a sales order is deleted. Select this check box to automatically recommend a value for the Quantity field when you post a document. 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. Select this check box to require that a reason code be selected when payments are canceled. Select this check box to require that a reason code be selected before a return order can be posted. Select this check box to require that a reason code be selected when accounts receivable transactions are reversed. 6-11

12 Supply Chain Foundation in Microsoft Dynamics AX 2012 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, Picking list, 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, click Update order lines. The options are described in the following table. Parameter Accept overdelivery Description 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. 6-12

13 Chapter 6: Sales Orders Parameter Accept underdelivery Safety level of invoiced orders Use default language Automatic reduction, picking list Picking route status Post packing slip in ledger Automatic reduction, packing slip Number of document in batch task Update order lines Description Select this check box if customers are willing to accept that an underdelivery might be regarded as a final delivery. Specify whether to allow for changes to a fully invoiced sales order. 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. Select this check box to reduce the quantity that is sent to pick to the available on-hand quantity. 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 Activated picking status. The picking process must be manually activated, and then later it must be manually completed to change the status to Completed. Select this check box to post the stock value of physical inventory transactions to the ledger when you update a packing slip. Select this check box to reduce the quantity that is sent to the packing slip to the available on-hand quantity. 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. Use this button to open a form where you can specify how sales order lines are automatically updated when modifications are made on the sales order header. For each field, you can select one of the following values. Always - The order lines are updated automatically when the order header is updated. Never - The order lines are not updated when the order header is updated. Prompt - The user selects whether to update the order lines. 6-13

14 Supply Chain Foundation in Microsoft Dynamics AX 2012 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, click Summary update parameters, and then make selections in the Quotation, Confirmation, Picking list, Packing slip, and Invoice areas. 6-14

15 Chapter 6: Sales Orders Accounts receivable > Setup > Accounts receivable parameters > Summary Update tab FIGURE 6.7 ACCOUNTS RECEIVABLE PARAMETERS - SUMMARY UPDATE TAB The Split based on group lets you split the sales order confirmations, picking lists, packing slips, and invoices based on the Site or Delivery information check 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. Parameter Shipping specification Description Specify whether and when shipping specifications will be automatically 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. 6-15

16 Supply Chain Foundation in Microsoft Dynamics AX 2012 Parameter ATP incl. planned orders Delivery date control Sales lead time ATP time fence ATP backward demand time fence ATP backward supply time fence ATP delay demand offset time Description Select this check box to include planned orders in available-to-promise (ATP) calculations, if you select the ATP calculation method in the Delivery date control field. Select the method to use to calculate possible ship and receipt 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. Enter the number of days for the default lead time. Enter the period, in days, to use to calculate ATP, if you selected the ATP calculation method in the Delivery date control field. Enter the number of days backward from today that 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. Enter the number of days backward from today that past-due supply will be considered when you are calculating 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. 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 you enter 1, items that have a past-due delivery date will be considered as delivered tomorrow. 6-16

17 Chapter 6: Sales Orders Parameter ATP delay supply offset time Shipment report layout Bill of landing Language Carrier name Freighted by Freight charge terms Trailer loaded Freight counted Description Enter the number of days forward from today that 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 considered as received tomorrow. Select a shipment report layout: Shipping labels - Print one or more shipping labels for each package that is specified when you entered the shipping descriptions. Shipment list - Print a dispatch list that contains information about all packages. 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 is updated, when the invoice is posted, or at both times. Select the language in which to print the bill of lading. 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. Specify who handles the transport of items used in the Bill of lading and Posting invoice forms. Specify who will pay for the freight. This information is transferred to the corresponding fields in the Bill of lading and Posting invoice form. Specify who loaded the items. Specify who counted the items. 6-17

18 Supply Chain Foundation in Microsoft Dynamics AX 2012 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. Parameter Find main charges Find charges for line Discount Date type Description Select this check box to automatically search and apply main charges when you create a sales order. If you have not defined automatic charges, clear this check box to increase performance. 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. 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. Specify whether prices will be searched by using today's date or the delivery date. 6-18

19 Chapter 6: Sales Orders Parameter Generic currency Exchange rate type Apply smart rounding after currency conversion Calculate total discount on posting Trade agreement evaluation Description 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. Select the exchange rate type to use with the generic currency. Select this check box to automatically apply smart rounding to price endings after you have converted currency from the generic currency. 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 Pane in 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 order lines grid in the Sales order form: Financials > Tax > Sales tax Sales order line > Calculate > Supplementary items 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. 6-19

20 Supply Chain Foundation in Microsoft Dynamics AX 2012 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. 6-20

21 Chapter 6: Sales Orders 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 when a new sales order is created, the system will generate the sales order as SO Creating a Sales Order FIGURE 6.10 ACCOUNTS RECEIVABLE PARAMETERS - NUMBER SEQUENCES TAB Each number sequence must have a specified number sequence code before a document of that type can be created. Accounts receivable > Setup > Accounts receivable parameters > Number Sequence tab 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 the customer 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. 6-21

22 Supply Chain Foundation in Microsoft Dynamics AX 2012 Procedure: Create a Sales Order from the All Sales Orders List 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 sales orders. 2. Click Sales order in the New group of the Action Pane to create a new sales order. 3. In the Create sales order form, select a customer. FIGURE 6.11 CREATE SALES ORDER FORM 4. If you are prompted, click Yes to copy address, delivery address, currency, invoice account number, and language to the sales order. 5. If you are prompted, click No to create the new sales order without copying 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 it is necessary, and then click OK. 6-22

23 Chapter 6: Sales Orders Procedure: Create a Sale Order from the All Customers List Page To create a new sales order from the All Customers list page, follow these steps: 1. Open Sales and marketing > Common > Customers > All customers. 2. Select the desired customer. 3. Click the Sell tab in the Action Pane. 4. Click Sales order in the New group. NOTE: Creating a sales order from the Customer form will skip the Sales 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 the Header view on the Sales order form. To enter details about a sales order, follow these steps: 1. Open Sales and marketing > Common > Sales orders > All sales orders. 2. Select the desired sales order and then click Edit in the Maintain group of the Action Pane, or create a new sales order. 3. Click Header view in the Show group of the Sales order form or click F Click in each tab and enter the required information. NOTE: For more information about the header view of the Sales order form, 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 the Sales order lines tab, or enter Ctrl +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 a product that is defined in the system. These products can be service 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 category hierarchy. 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. 6-23

24 Supply Chain Foundation in Microsoft Dynamics AX 2012 Add multiple lines by using the Add lines button on the Sales order lines 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 or From journal button in the Copy group of the Action Pane on the Sales order form. 6-24

25 Chapter 6: Sales Orders 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 is optional. Only site and warehouse can be entered on the order line. Not stocked products: site is mandatory, other storage and tracking dimensions are active according to the dimension group setup. However, they are optional. Stocked products: site is mandatory and other storage and tracking dimensions 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, click Line view or F11 in the Show group of the Action Pane. 2. Click Add line in the Sales order lines tab. 3. Select the Item number or Sales category. 4. If it is required, enter the Size, Color, Configuration, and other inventory 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 8 for 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 or F11 in the Show group of the Action Pane. 2. Click Add 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. 6-25

26 Supply Chain Foundation in Microsoft Dynamics AX 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 8 for each additional line. Copy from All When 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: 1. Open Sales and marketing > Common > Sales orders > All sales orders. 2. Click Sales order in the New group of the Action Pane to create a new sales order. 3. In the Create sales order form, select a customer. 4. If you are prompted, click Yes 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 it is necessary, and then click OK. 6. Click From all in the Copy group of the Action Pane. 7. Select the Sales order(s) to copy from. 8. Click OK to copy the selected sales order(s) and sales order line(s). 6-26

27 Chapter 6: Sales Orders Lab 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 1. Open Sales and marketing > Common > Customers > All customers. 2. Select Customer Click the Sell tab in the Action Pane. 4. Click Sales order in the New group to create a new sales order. 5. In the Item number drop-down, select Type 10 in the Quantity field. 7. Click Add 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 Type "300" in the Unit price field. 13. Click Close. 6-27

28 Supply Chain Foundation in Microsoft Dynamics AX 2012 Ship to Multiple Addresses The Multiple ship to functionality lets users specify delivery addresses for each order 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 the Addresses table for reuse later. Select if sales order documents are printed for each delivery address or for each order. Scenario: Specify and Save an Alternative Delivery Address 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 customer s 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 Sales Order Header To insert an alternative address for a sales order header, follow these steps: 1. Open Sales and marketing > Common > Sales orders > All sales orders. 2. Select the desired sales order and then click Edit in the Maintain group of the Action Pane, or create a new sales order. 3. Click Header view in the Show group of the Sales order form. 6-28

29 Chapter 6: Sales Orders 4. Click the Addresses FastTab and use one of the following options to change the address: a. Use the Delivery address drop-down list to select an available delivery address. b. Click the Global address book icon to select a different address from the global address book. c. Click the Add icon to create a new address. 5. Click Yes in the Infolog to update the address where the sales order lines matched the old header address. Click Yes to all to update all sales order lines or No not to update sales order lines. Scenario: Specify an Alternative Delivery Address for Sales 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: 1. Open Sales and marketing > Common > Sales orders > All sales orders. 2. Select the desired sales order and then click Edit in the Maintain group of the Action Pane, or create a new sales order. 3. Click Line view in the Show group of the Sales order form. 4. Select the desired line in the Sales order lines tab or create a new line. 5. Click the Lines details tab. 6-29

30 Supply Chain Foundation in Microsoft Dynamics AX Click the Address FastTab and use one of the following options to change the address. a. Use the Delivery address drop-down list to select an available delivery address. b. Click the Global address book icon to select a different address from the global address book. c. Click the Add icon to create a new address. Delivery Schedule TIP: The Address 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. 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 as on 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 the Delivery schedule form. If you delete the order line, the delivery schedule will also be deleted. 6-30

31 Chapter 6: Sales Orders Sales and marketing > Common > Sales orders > All Sales orders > Lines view > Sales order line > Delivery schedule FIGURE 6.13 DELIVERY SCHEDULE FORM Scenario: Create a Sales Order with a Delivery Schedule Susan, the Order Processor, receives a call from Desert Wholesales. The customer wants 200 pieces of 1507 LCD Video Projectors each month for the next five months. Because of the trade agreement with Desert Wholesales, they achieve a better price if the order is for 1000 pieces. Susan enters the order for 1000 pieces and uses the delivery schedule deliveries of 200 pieces for the next five months. Procedure: Create a Sales Order with a Delivery Schedule To create a sales order with a delivery schedule, follow these steps. 1. Open Sales and marketing > Common > Sales orders > All sales orders. 2. Click Sales order in the New group of the Action Pane to create a new sales order. 3. In the Create sales order form, select a customer. If you are prompted, click Yes to copy address, delivery address, currency, invoice account number, and language to the sales order. 4. If you are prompted, click No to create the new sales order without copying previous customer purchase information and then click OK in the Create sales order form. 5. Select the item from the Item number drop-down. 6. Type a quantity in the Quantity field. 7. To open the delivery schedule, click Sales order line > Delivery schedules. 8. In the delivery schedule, click New to create a delivery schedule line. 6-31

32 Supply Chain Foundation in Microsoft Dynamics AX 2012 Enhanced Delivery Date Control 9. Enter the Quantity and the Requested receipt date for line. 10. Repeat steps 8 and 9 for each scheduled delivery. 11. Click OK. 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 to give you the most accurate delivery date Using the Available dates functionality to simulate different delivery scenarios 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 control parameter 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 control parameter 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. 6-32

33 Chapter 6: Sales Orders 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 the Delivery date control parameter, 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 when there 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. 6-33

34 Supply Chain Foundation in Microsoft Dynamics AX 2012 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 item s cumulative manufacturing lead 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 the customer 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 6-34

CHAPTER 4: PURCHASE ORDERS

CHAPTER 4: PURCHASE ORDERS Chapter 4: Purchase Orders CHAPTER 4: PURCHASE ORDERS Objectives Introduction The objectives are: Review the various forms and list pages for working with purchase orders. Set up purchasing parameters.

More information

80305A- Supply Chain Foundation Appendix for Microsoft Dynamics AX 2012 R2. Updated Procedures & Labs

80305A- Supply Chain Foundation Appendix for Microsoft Dynamics AX 2012 R2. Updated Procedures & Labs 80305A- Supply Chain Foundation Appendix for Microsoft Dynamics AX 2012 R2 Updated Procedures & Labs Microsoft Corporation Soheil Aghazadeh 1/1/2013 2 80305A- Supply Chain Foundation Appendix for Microsoft

More information

CHAPTER 9: ACCOUNTS PAYABLE SETUP

CHAPTER 9: ACCOUNTS PAYABLE SETUP Chapter 9: Accounts Payable Setup CHAPTER 9: ACCOUNTS PAYABLE SETUP Objectives Introduction The objectives are: Create a payment schedule. Create terms of payment. Create a payment day. Set up a cash discount.

More information

MODULE 1: SALES ORDER MANAGEMENT. Module Overview

MODULE 1: SALES ORDER MANAGEMENT. Module Overview MODULE 1: SALES ORDER MANAGEMENT Module Overview For companies to survive, they must keep customers satisfied. Therefore, a quick and accurate response to inquiries, such as the price of a product or the

More information

MODULE 4: PURCHASE ORDER MANAGEMENT

MODULE 4: PURCHASE ORDER MANAGEMENT MODULE 4: PURCHASE ORDER MANAGEMENT Module Overview Timely purchases that are made at the best price improve a company s inventory management, reduce costs, and have a direct effect on the company s ability

More information

CHAPTER 1: SALES ORDER MANAGEMENT

CHAPTER 1: SALES ORDER MANAGEMENT Chapter 1: Sales Order Management CHAPTER 1: SALES ORDER MANAGEMENT Objectives Introduction The objectives are: Review the setup of Sales Order Management, including customers, shipping options, reservation

More information

Using Microsoft Dynamics AX 2012

Using Microsoft Dynamics AX 2012 Exercise Guide Andreas Luszczak Using Microsoft Dynamics AX 2012 Springer Vieweg, 2nd Edition 2012 ISBN 978-3-8348-1742-6 September 2012 VI Exercise Guide Registered and/or industrial names, trade names,

More information

Microsoft MB6-703 by Testking. Exam code: Microsoft MB6-703. Exam name: Microsoft Dynamics AX 2012 R3 Trade and Logistics. Version 16.

Microsoft MB6-703 by Testking. Exam code: Microsoft MB6-703. Exam name: Microsoft Dynamics AX 2012 R3 Trade and Logistics. Version 16. Microsoft MB6-703 by Testking Number: MB6-703 Passing Score: 800 Time Limit: 120 min File Version: 16.0 http://www.gratisexam.com/ Exam code: Microsoft MB6-703 Exam name: Microsoft Dynamics AX 2012 R3

More information

Using Microsoft Dynamics AX 2012

Using Microsoft Dynamics AX 2012 Exercise Guide Andreas Luszczak Using Microsoft Dynamics AX 2012 Updated for Version R2 Springer Vieweg, 3 rd edition 2013 (ISBN 978-3-658-01708-8) 2 nd edition 2012 (ISBN 978-3-8348-1742-6) August 2013

More information

CHAPTER 5: PROCESS PURCHASES

CHAPTER 5: PROCESS PURCHASES Chapter 5: Process Purchases CHAPTER 5: PROCESS PURCHASES Objectives Introduction The objectives are: Outline a complete purchase process and how it connects to other application areas. Set up a new vendor

More information

CHAPTER 4: PURCHASE ORDER MANAGEMENT

CHAPTER 4: PURCHASE ORDER MANAGEMENT Chapter 4: Purchase Order Management CHAPTER 4: PURCHASE ORDER MANAGEMENT Objectives Introduction The objectives are: Review the setup of Purchase Order Management, including vendors, receiving options,

More information

Inform Upgrade Version 20.0.77.77. New Features Improved Google Calendar Synchronization

Inform Upgrade Version 20.0.77.77. New Features Improved Google Calendar Synchronization **The latest Inform upgrade includes features and fixes from all previous upgrades. Please review the upgrade notes for any additional versions that fall between your current version and this upgrade.**

More information

CHAPTER 6: SALES TAX SETUP

CHAPTER 6: SALES TAX SETUP Chapter 6: Sales Tax Setup CHAPTER 6: SALES TAX SETUP Objectives Introduction The objectives are: Provide an overview on sales tax Create Ledger Posting Groups Create Sales Tax Authorities Create Sales

More information

CHAPTER 6: ITEM TRACKING WITHIN WAREHOUSE MANAGEMENT SYSTEMS

CHAPTER 6: ITEM TRACKING WITHIN WAREHOUSE MANAGEMENT SYSTEMS Chapter 6: Item Tracking Within Warehouse Management Systems CHAPTER 6: ITEM TRACKING WITHIN WAREHOUSE MANAGEMENT SYSTEMS Objectives Introduction The objectives are: Get prepared for item tracking. Receive

More information

Handling customer returns in Microsoft Dynamics AX 2009

Handling customer returns in Microsoft Dynamics AX 2009 Microsoft Dynamics AX 2009 Handling customer returns in Microsoft Dynamics AX 2009 White Paper This paper describes the dedicated module for handling customer returns that was introduced in Microsoft Dynamics

More information

Search help. More on Office.com: images templates. Here are some basic tasks that you can do in Microsoft Excel 2010.

Search help. More on Office.com: images templates. Here are some basic tasks that you can do in Microsoft Excel 2010. Page 1 of 8 Excel 2010 Home > Excel 2010 Help and How-to > Getting started with Excel Search help More on Office.com: images templates Basic tasks in Excel 2010 Here are some basic tasks that you can do

More information

Microsoft Dynamics AX 2012 Process Manufacturing Production and Logistics What s New

Microsoft Dynamics AX 2012 Process Manufacturing Production and Logistics What s New Microsoft Dynamics AX 2012 Process Manufacturing Production and Logistics What s New Microsoft Corporation Published: April 2011 This content is preliminary and is subject to change. Microsoft Dynamics

More information

CHAPTER 2: SALES PRICES AND DISCOUNTS

CHAPTER 2: SALES PRICES AND DISCOUNTS Chapter 2: Sales Prices and Discounts CHAPTER 2: SALES PRICES AND DISCOUNTS Objectives Introduction The objectives are: Define sales prices and set up sales prices and customer price groups. Explain how

More information

Credit Card Processing

Credit Card Processing Microsoft Dynamics AX 2009 Credit Card Processing Technical White Paper This white paper is intended for professionals who are involved in the implementation and support of the Credit Card Processing functionality

More information

Chapter 28. Poi nt of Sale But. FrontDesk v4.1.25. Point of Sale Menus. Voiding Invoices. Redeeming Gift Certificates. Revised on: 06/10/2009

Chapter 28. Poi nt of Sale But. FrontDesk v4.1.25. Point of Sale Menus. Voiding Invoices. Redeeming Gift Certificates. Revised on: 06/10/2009 Chapter 28 Point of Sale FrontDesk v4.1.25 Point of Sale Poi nt of Sale But tons Point of Sale Menus Opening and Closing Register Drawers Making a Sale Voiding Invoices Reprinting Receipts Selling Gift

More information

CHAPTER 7: CASH AND BANK MANAGEMENT SETUP

CHAPTER 7: CASH AND BANK MANAGEMENT SETUP Chapter 7: Cash and Bank Management Setup CHAPTER 7: CASH AND BANK MANAGEMENT SETUP Objectives Introduction The objectives are: Set up cash bank transaction types. Set up bank transaction groups. Set up

More information

How to Configure and Use MRP

How to Configure and Use MRP SAP Business One How-To Guide PUBLIC How to Configure and Use MRP Applicable Release: SAP Business One 8.8 All Countries English October 2009 Table of Contents Purpose... 3 The MRP Process in SAP Business

More information

To reuse a template that you ve recently used, click Recent Templates, click the template that you want, and then click Create.

To reuse a template that you ve recently used, click Recent Templates, click the template that you want, and then click Create. What is Excel? Applies to: Excel 2010 Excel is a spreadsheet program in the Microsoft Office system. You can use Excel to create and format workbooks (a collection of spreadsheets) in order to analyze

More information

Excel 2010: Create your first spreadsheet

Excel 2010: Create your first spreadsheet Excel 2010: Create your first spreadsheet Goals: After completing this course you will be able to: Create a new spreadsheet. Add, subtract, multiply, and divide in a spreadsheet. Enter and format column

More information

PREVIEW DISCRETE MANUFACTURING SCOTT HAMILTON

PREVIEW DISCRETE MANUFACTURING SCOTT HAMILTON PREVIEW Chapter 9: Serial and Batch Tracking Chapter 18: Quality Management DISCRETE MANUFACTURING USING MICROSOFT DYNAMICS AX 2012 SCOTT HAMILTON Contents Preface xi Chapter 1 Introduction 1 1.1 Suggestions

More information

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7 Retail User Training IT Retail, Inc. 2010 Inventory Training Retail 7 RETAIL 7 User Training: Inventory Using RETAIL 7 ITRetail, Inc. RETAIL User Training TABLE OF CONTENTS Inventory MANAGE INVENTORY...

More information

Microsoft Dynamics GP. Inventory Control

Microsoft Dynamics GP. Inventory Control Microsoft Dynamics GP Inventory Control Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

Work Order Management. Release 8.7.2

Work Order Management. Release 8.7.2 Work Order Management Release 8.7.2 Legal Notices 2011 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor logo are registered

More information

6A. RMA Processing. How does an RMA work?

6A. RMA Processing. How does an RMA work? 6A. RMA Processing 6A. RMA Processing RMA (Returned Merchandise Authorization) processing is a common requirement among manufacturing companies. An RMA system should be able to do the following: RMA entry

More information

Use the Microsoft Office Word Add-In to Create a Source Document Template for Microsoft Dynamics AX 2012 WHITEPAPER

Use the Microsoft Office Word Add-In to Create a Source Document Template for Microsoft Dynamics AX 2012 WHITEPAPER Use the Microsoft Office Word Add-In to Create a Source Document Template for Microsoft Dynamics AX 2012 WHITEPAPER Microsoft Office Word Add-Ins Whitepaper Junction Solutions documentation 2012 All material

More information

New Features in Sage BusinessVision 2013 (version 7.6)

New Features in Sage BusinessVision 2013 (version 7.6) New Features in Sage BusinessVision 2013 (version 7.6) 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein

More information

Module 1: EXPENSE REPORT OVERVIEW AND BASIC SETUP

Module 1: EXPENSE REPORT OVERVIEW AND BASIC SETUP Table of Contents Introduction Microsoft Dynamics Courseware Overview...0-2 Student Objectives.0-3 Module 1: EXPENSE REPORT OVERVIEW AND BASIC SETUP Lesson 1: Introduction to Travel and Expense Management...

More information

Table of Contents. Bibliografische Informationen http://d-nb.info/98771483x. digitalisiert durch

Table of Contents. Bibliografische Informationen http://d-nb.info/98771483x. digitalisiert durch 1 What is Microsoft Dynamics AX? 1 1.1 Axapta and the History of Dynamics AX 1 1.2 Dynamics AX 2009 Product Overview 2 1.3 Technology and System Architecture 4 1.4 Application Components 8 2 Getting Started:

More information

Eclipse Release 8.7.7 Feature Summary. Release 8.7.7

Eclipse Release 8.7.7 Feature Summary. Release 8.7.7 Eclipse Release 8.7.7 Feature Summary Release 8.7.7 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints,

More information

CHAPTER 5: RECEIVABLES MANAGEMENT

CHAPTER 5: RECEIVABLES MANAGEMENT Chapter 5: Receivables Management CHAPTER 5: RECEIVABLES MANAGEMENT Objectives Introduction The objectives are: Reference the Payments FastTab on the Customer Card. Explain the Cash Receipt Journal, which

More information

Warehouse Management System in Microsoft Dynamics AX 2012 R2 2 Days

Warehouse Management System in Microsoft Dynamics AX 2012 R2 2 Days Warehouse Management System in Microsoft Dynamics AX 2012 R2 2 Days 80544 Warehouse Management System in Microsoft Dynamics AX 2012 R2 2 Days About this Course This two-day instructor-led course provides

More information

Credit Card Processing

Credit Card Processing Microsoft Dynamics AX 2009 Credit Card Processing Technical White Paper This white paper is intended for professionals who are involved in the implementation and support of the Credit Card Processing functionality

More information

MODULE 7: FINANCIAL REPORTING AND ANALYSIS

MODULE 7: FINANCIAL REPORTING AND ANALYSIS MODULE 7: FINANCIAL REPORTING AND ANALYSIS Module Overview Businesses running ERP systems capture lots of data through daily activity. This data, which reflects such things as the organization's sales

More information

Introduction to Mamut Point of Sale

Introduction to Mamut Point of Sale // Mamut Point of Sale Introduction to Mamut Point of Sale Contents News in Mamut Point of Sale version 3.5... 2 Mamut Point of Sale... 3 Definitions of words and expressions used in the program... 7 Getting

More information

Integration points: Project management and accounting and other Microsoft Dynamics AX 2012 modules

Integration points: Project management and accounting and other Microsoft Dynamics AX 2012 modules Microsoft Dynamics AX 2012 Integration points: Project management and accounting and other Microsoft Dynamics AX 2012 modules White Paper This document provides an overview of the ways that the Project

More information

CHAPTER 2: INTERCOMPANY POSTINGS

CHAPTER 2: INTERCOMPANY POSTINGS CHAPTER 2: INTERCOMPANY POSTINGS Objectives Introduction The objectives are: Review the IC feature and prepare the database to complete Intercompany Postings. Explain the IC Partner Card and the process

More information

FINACS INVENTORY Page 1 of 9 INVENTORY TABLE OF CONTENTS. 1. Stock Movement...2 2. Physical Stock Adjustment...7. (Compiled for FINACS v 2.12.

FINACS INVENTORY Page 1 of 9 INVENTORY TABLE OF CONTENTS. 1. Stock Movement...2 2. Physical Stock Adjustment...7. (Compiled for FINACS v 2.12. FINACS INVENTORY Page 1 of 9 INVENTORY TABLE OF CONTENTS 1. Stock Movement...2 2. Physical Stock Adjustment...7 (Compiled for FINACS v 2.12.002) FINACS INVENTORY Page 2 of 9 1. Stock Movement Inventory

More information

Course Topics: Course Name: Oracle Purchasing. Duration 5 Days. Procure To Pay Lifecycle Overview. Oracle Purchasing Overview

Course Topics: Course Name: Oracle Purchasing. Duration 5 Days. Procure To Pay Lifecycle Overview. Oracle Purchasing Overview Course Name: Oracle Purchasing Duration 5 Days Course Topics: Procure To Pay Lifecycle Overview Understanding Procure to Pay Lifecycle Understanding Oracle Procure to Pay Process Oracle Purchasing Overview

More information

Oak Street The Complete Solution

Oak Street The Complete Solution Oak Street The Complete Solution Eight years ago, I.S.S. set out to create a new, more powerful software package. We began with our 18 years of experience serving wholesalers. Then, we looked at the best

More information

Microsoft Dynamics GP. Cash Flow Management

Microsoft Dynamics GP. Cash Flow Management Microsoft Dynamics GP Cash Flow Management Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

General Dynamics Armament & Technical Products 8/30/2010

General Dynamics Armament & Technical Products 8/30/2010 Supplier s Guide to isupplier Portal General Dynamics Armament & Technical Products 8/30/2010 Page 1 of 192 8/30/2010 Contents Procurement Notification Workflow... 6 Purchase Order Entry and Acknowledgement...

More information

CHAPTER 3: SALES PRICES AND DISCOUNTS

CHAPTER 3: SALES PRICES AND DISCOUNTS Chapter 3: Sales Prices and Discounts CHAPTER 3: SALES PRICES AND DISCOUNTS Objectives The objectives are: Overview of Sales Prices Define Sales Prices Set up Sales Prices and Customer Price Groups Maintain

More information

Microsoft Dynamics GP. Purchase Order Processing

Microsoft Dynamics GP. Purchase Order Processing Microsoft Dynamics GP Purchase Order Processing Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this

More information

Microsoft Dynamics GP. Invoicing

Microsoft Dynamics GP. Invoicing Microsoft Dynamics GP Invoicing Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the

More information

Pay.It. Run.It! Retail Software Pay.It! 1

Pay.It. Run.It! Retail Software Pay.It! 1 Pay.It Information in this document is subject to change without notice. Companies, names and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced

More information

Oracle Utilities Work and Asset Management

Oracle Utilities Work and Asset Management Oracle Utilities Work and Asset Management User Guide Release 2.1.0 E61870-01 May 2015 Oracle Utilities Work and Asset Management User Guide Release 2.1.0 E61870-01 May 2015 Documentation build: 4.30.2015

More information

ACCOUNT RECEIVABLES TABLE OF CONTENTS

ACCOUNT RECEIVABLES TABLE OF CONTENTS ACCOUNT RECEIVABLES TABLE OF CONTENTS 1. SETUP CUSTOMER...2 2. CUSTOMER LISTING...6 3. CUSTOMER INVOICE...7 4. CUSTOMER INVOICE LISTING...12 5. ENTER CREDITS / REFUNDS...14 6. CUSTOMER CREDITS LISTING...20

More information

Accounting & Finance. Guidebook

Accounting & Finance. Guidebook Accounting & Finance Guidebook January 2012 TABLE OF CONTENTS Table of Contents... 2 Preface... 6 Getting Started... 8 Accounting... 10 Accounting Welcome... 10 Sales Quotes... 11 New Sales Quote... 11

More information

Microsoft Dynamics GP. Project Accounting Cost Management Guide

Microsoft Dynamics GP. Project Accounting Cost Management Guide Microsoft Dynamics GP Project Accounting Cost Management Guide Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed

More information

Microsoft Axapta Inventory Closing White Paper

Microsoft Axapta Inventory Closing White Paper Microsoft Axapta Inventory Closing White Paper Microsoft Axapta 3.0 and Service Packs Version: Second edition Published: May, 2005 CONFIDENTIAL DRAFT INTERNAL USE ONLY Contents Introduction...1 Inventory

More information

Sage Accpac ERP Order Entry 5.3A Service Pack 5 (070309)

Sage Accpac ERP Order Entry 5.3A Service Pack 5 (070309) Sage Accpac ERP Order Entry 5.3A Service Pack 5 (070309) This Service Pack, contains a modified version of one or more Order Entry program modules. The modification is not a full upgrade or a product replacement;

More information

What's new in Microsoft Dynamics AX 2012 R2

What's new in Microsoft Dynamics AX 2012 R2 What's new in Microsoft Dynamics AX New Functionality Name AX Version In Which This Feature Was AX Module Name New Functionality Description Introduced Adjust taxes on an invoice line Accounts payable

More information

Sales order management and catch weight

Sales order management and catch weight Microsoft Dynamics 2012 R2 Sales order management and catch weight White Paper This document describes the design and intended use of catch weight in the sales order management process for target industries.

More information

USA CANADA INDIA. R12.x Oracle E-Business Suite Essentials for Implementers

USA CANADA INDIA. R12.x Oracle E-Business Suite Essentials for Implementers USA CANADA INDIA Modules in Oracle Manufacturing R12.x Oracle E-Business Suite Essentials for Implementers R12.1 Oracle E-Business Essentials for Implementers: Overview Objectives Course purpose More help

More information

How to Define Authorizations

How to Define Authorizations SAP Business One How-To Guide PUBLIC How to Define Authorizations Applicable Release: SAP Business One 8.8 All Countries English September 2009 Table of Contents Introduction... 3 Authorizations Window...

More information

Lab 1: Create and Disqualify a Lead

Lab 1: Create and Disqualify a Lead Lab 1: Create and Disqualify a Lead Scenario You work at Contoso as a sales representative and receive a phone call from Teresa Atkinson, a potential customer interested in a new product line. In order

More information

CHAPTER 1: JOBS OVERVIEW AND SETUP

CHAPTER 1: JOBS OVERVIEW AND SETUP CHAPTER 1: JOBS OVERVIEW AND SETUP Objectives Introduction Jobs Overview The objectives are: Define jobs and their elements in Microsoft Dynamics NAV 2009. Examine how data flows between the elements of

More information

Microsoft Dynamics AX 4.0 SP2 new India localization feature (Stock transfer)

Microsoft Dynamics AX 4.0 SP2 new India localization feature (Stock transfer) Microsoft Dynamics TM AX Microsoft Dynamics AX 4.0 SP2 new India localization feature (Stock transfer) White Paper Date: November 2007 Table of Contents Introduction... 3 Stock transfer... 3 Basic setup

More information

Microsoft MAXRET12F. Additional courseware. www.firebrandtraining.com V1.0. Copyright Property of Firebrand Training Ltd

Microsoft MAXRET12F. Additional courseware. www.firebrandtraining.com V1.0. Copyright Property of Firebrand Training Ltd Microsoft MAXRET12F Additional courseware V1.0 www.firebrandtraining.com AX 2012 RETAIL R3 TO R2 GAP STUDENT MATERIALS 1 MODULE 3: RETAIL CHANNELS 1.5 Retail Channel Call Centre Let's review the new feature

More information

Version 7.40 Customer Upgrade Guide. Sage ERP MAS 500

Version 7.40 Customer Upgrade Guide. Sage ERP MAS 500 Version 7.40 Customer Upgrade Guide Sage ERP MAS 500 2005-2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks

More information

CHAPTER 11: DOCUMENT ARCHIVING

CHAPTER 11: DOCUMENT ARCHIVING CHAPTER 11: DOCUMENT ARCHIVING Objectives The objective for this chapter are: Archive a copy of a sales quote. Create an interaction log entry while printing a sales quote. Restore a sales quote from the

More information

Distribution Training Guide. D110 Sales Order Management: Basic

Distribution Training Guide. D110 Sales Order Management: Basic Distribution Training Guide D110 Sales Order Management: Basic Certification Course Prerequisites The combined D110 Sales Order Management certification course consists of a hands- on guide that will walk

More information

Microsoft Dynamics GP. Manufacturing Planning Functions

Microsoft Dynamics GP. Manufacturing Planning Functions Microsoft Dynamics GP Manufacturing Planning Functions Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user.

More information

Inventory Management Overview Document. for Sage 100 ERP

Inventory Management Overview Document. for Sage 100 ERP Document for Sage 100 ERP 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or

More information

Last Updated on 11/06/2008. www.jobprotech.com

Last Updated on 11/06/2008. www.jobprotech.com Last Updated on 11/06/2008 www.jobprotech.com Copyright JobPro Technology, 2008 How to Use this Guide This manual is designed as a reference for JobPro customers. It is not intended to be a replacement

More information

CHAPTER 4: CASH MANAGEMENT

CHAPTER 4: CASH MANAGEMENT Chapter 4: Cash Management CHAPTER 4: CASH MANAGEMENT Objectives Introduction The objectives are: Describe the Bank Account Card. Demonstrate the process for entering and posting payments received from

More information

Contents PAYMENTS...1 PAYMENT TABLES...67

Contents PAYMENTS...1 PAYMENT TABLES...67 Payments Guide 062212 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording,

More information

CHAPTER 4: SET UP POSTING GROUPS

CHAPTER 4: SET UP POSTING GROUPS Chapter 4: Set Up Posting Groups CHAPTER 4: SET UP POSTING GROUPS Objectives Introduction The objectives are: Explain and set up specific posting groups Explain and set up general posting groups Create

More information

Following are the new features and changes in different modules in each of the Cumulative updates: AX 2012 R2 [CU 6] Updated Oct.

Following are the new features and changes in different modules in each of the Cumulative updates: AX 2012 R2 [CU 6] Updated Oct. Following are the new features and changes in different modules in each of the Cumulative updates: AX 2012 R2 AX 2012 R2 [CU 6] Oct. 31, 13 AX 2012 R2 [CU7] Feb. 3, 14 AX 2012 R3 June 26, 2014 AX 2012

More information

User Guide Package Exception Management

User Guide Package Exception Management User Guide Package Exception Management 70-3262-4.6 PRECISION Applications 2012 September 2012 2012 Precision Software, a division of QAD Inc. Precision Software products are copyrighted and all rights

More information

User Manual. CitiDirect \ CitiDirect EB - Citi Trade Portal. InfoTrade Phone No. 0 801 258 369 infotrade@citi.com

User Manual. CitiDirect \ CitiDirect EB - Citi Trade Portal. InfoTrade Phone No. 0 801 258 369 infotrade@citi.com CitiDirect \ CitiDirect EB - Citi Trade Portal User Manual InfoTrade Phone No. 0 801 258 369 infotrade@citi.com CitiDirect HelpDesk Phone No. 0 801 343 978, +48 (22) 690 15 21 Monday Friday 8.00 17.00

More information

12/16/2015 Blackbaud Altru 4.6 Merchandise US

12/16/2015 Blackbaud Altru 4.6 Merchandise US Merchandise Guide 12/16/2015 Blackbaud Altru 4.6 Merchandise US 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

CDC Enterprise Inventory Management System. The Basics

CDC Enterprise Inventory Management System. The Basics CDC Enterprise Inventory Management System The Basics Page 2 of 71 Table of Contents 1 User Manager:... 6 1.1 Create New User:... 7 1.2 User Permissions... 7 1.3 Edit Existing User:... 8 1.4 Register User:...

More information

Vendor Configuration, Ordering, and Receiving. Kroll 9.1. Kroll 9.1

Vendor Configuration, Ordering, and Receiving. Kroll 9.1. Kroll 9.1 Vendor Configuration, Ordering, and Receiving Kroll 9.1 Kroll 9.1 Contents Vendor Configuration... 1 Catalog Tab... 3 Ordering Tab... 6 Receiving Tab... 7 General Tab... 9 Preventing OTC Inventory Adjustments...

More information

MODULE 10: ANALYSIS AND REPORTING. Module Overview. Objectives

MODULE 10: ANALYSIS AND REPORTING. Module Overview. Objectives MODULE 10: ANALYSIS AND REPORTING Module Overview The Analysis and Reporting features of Microsoft Dynamics NAV 2013 provide managers from sales, purchasing, and inventory with tools to easily budget,

More information

for Sage 100 ERP Purchase Order Overview Document

for Sage 100 ERP Purchase Order Overview Document for Sage 100 ERP Purchase Order Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

Content : Level 1 Defining Inventory Organizations Understanding the Multi-Org Feature in Oracle Applications

Content : Level 1 Defining Inventory Organizations Understanding the Multi-Org Feature in Oracle Applications KUNCHAM Online IT Training Pvt Ltd ( ORACLE APPLICATIONS SCM ) Content : Level 1 Defining Inventory Organizations Understanding the Multi-Org Feature in Oracle Applications Understanding the Structure

More information

CHAPTER 9: ANALYSIS AND REPORTING

CHAPTER 9: ANALYSIS AND REPORTING Chapter 9: Analysis and Reporting CHAPTER 9: ANALYSIS AND REPORTING Objectives Introduction The objectives are: Explain how to set up and use sales and purchase analysis reports. Describe and demonstrate

More information

Dynamics GP 50 More Tips in 50 Minutes

Dynamics GP 50 More Tips in 50 Minutes Financial Tip #1 Use Keyboard Shortcuts for Marking Cleared Transactions in Bank Rec Transactions >> Financial >> Reconcile Bank Statement Select the first transaction, then type CTRL+B (Begin Range).

More information

isupplier User Guide Supplier

isupplier User Guide Supplier isupplier User Guide Supplier Table of Contents Introduction to isupplier... 3 Requirements/Software Recommendations... 4 Registration... 4 Login... 5 Basic Overview of the isupplier Homepage... 6 Global

More information

Release 392. Exact Globe Inventory

Release 392. Exact Globe Inventory Release 392 Exact Globe Inventory release 392 Exact Globe Inventory EXACT GLOBE INVENTORY The information provided in this manual is intended for internal use by or within the organization of the customer

More information

Product Documentation SAP Business ByDesign 1302. Supply Chain Setup Management

Product Documentation SAP Business ByDesign 1302. Supply Chain Setup Management Product Documentation PUBLIC Supply Chain Setup Management Table Of Contents 1 Supply Chain Setup Management.... 6 2 Supply Chain Design Master Data... 7 2.1 Business Background... 7 Locations and Location

More information

Epicor 9 Accounts Receivable Course 9.05.600

Epicor 9 Accounts Receivable Course 9.05.600 Epicor 9 Accounts Receivable Course 9.05.600 Disclaimer Copyright 2010 by Epicor Software Corporation. All rights reserved. Printed in the United States of America. No part of this publication may be reproduced

More information

Retail POS User s Guide. Microsoft Dynamics AX for Retail

Retail POS User s Guide. Microsoft Dynamics AX for Retail Retail POS User s Guide Microsoft Dynamics AX for Retail January 2011 Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business

More information

Sage MAS 500 Version 7.4 Sneak Peak

Sage MAS 500 Version 7.4 Sneak Peak Sage MAS 500 Version 7.4 Sneak Peak What s New in 7.4 and Why it s Important Productivity Enhancements Landed Cost Improvements Unit of Measure Improvements Manufacturing & Distribution Platform & Performance

More information

8.0.0.0.0 Accounts Receivable. I. Overview Definitions and Abbreviations. Equipment and Supplies Required

8.0.0.0.0 Accounts Receivable. I. Overview Definitions and Abbreviations. Equipment and Supplies Required 8.0.0.0.0 Accounts Receivable I. Overview Definitions and Abbreviations Equipment and Supplies Required Page 1 of 36 Revised October 2015 Version 4 II. Job Position(s) Accounts Receivable Clerk Page 2

More information

MAXIMO 7 TRAINING GUIDE PURCHASING & RECEIVING FLORIDA INTERNATIONAL UNIVERSITY. P 202.262.2500 3451 NE 1 st Ave M1008 Miami, FL 33137

MAXIMO 7 TRAINING GUIDE PURCHASING & RECEIVING FLORIDA INTERNATIONAL UNIVERSITY. P 202.262.2500 3451 NE 1 st Ave M1008 Miami, FL 33137 MAXIMO 7 TRAINING GUIDE PURCHASING & RECEIVING FLORIDA INTERNATIONAL UNIVERSITY P 202.262.2500 3451 NE 1 st Ave M1008 Miami, FL 33137 Table of Contents I CHAPTER 1 THE PURCHASING MODULES...5 1.1 Objectives...

More information

Getting Started Using CC Merchant for Trams Back Office

Getting Started Using CC Merchant for Trams Back Office Getting Started Using CC Merchant for Trams Back Office System Requirements Trams Back Office - Version 3.01 or higher Microsoft Internet Explorer 6.0 or higher Internet Connection The CC Merchant feature

More information

Optional Fields (Document and Document Lines)... 32 Setting Up Sales Taxes (VAT)... 33 Setting up Tax Definitions (Government Bodies)...

Optional Fields (Document and Document Lines)... 32 Setting Up Sales Taxes (VAT)... 33 Setting up Tax Definitions (Government Bodies)... 1 P a g e Contents INSTALLING PALLADIUM ACCOUNTING SOFTWARE... 10 Installing palladium on a Single Computer... 10 Installing Palladium on a workstation... 11 Server Setup... 11 Client Setup... 11 Installing

More information

Quick Start Program Advanced Manual ContactWise 9.0

Quick Start Program Advanced Manual ContactWise 9.0 Quick Start Program Advanced Manual ContactWise 9.0 Copyright 2010 GroupLink Corporation. All Rights Reserved. ContactWise is a registered trademark of GroupLink Corporation. All other trademarks are the

More information

Solar Eclipse Accounts Receivable. Release 8.7.2

Solar Eclipse Accounts Receivable. Release 8.7.2 Solar Eclipse Accounts Receivable Release 8.7.2 Legal Notices 2011 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor logo

More information

MODULE 2: FIXED ASSET TRANSACTIONS. Module Overview. Objectives

MODULE 2: FIXED ASSET TRANSACTIONS. Module Overview. Objectives MODULE 2: FIXED ASSET TRANSACTIONS Module Overview This module, "Fixed Asset Transactions," describes the transaction types available in Microsoft Dynamics NAV 2013 Fixed Assets. All Fixed Asset (FA) transactions

More information

AppFolio Property Manager User Guide

AppFolio Property Manager User Guide AppFolio Property Manager User Guide January, 2010 AppFolio, Inc. 55 Castilian Dr. Goleta, CA 93117 805.617.2167 866.648.1536 info@appfolio.com sales@appfolio.com services@appfolio.com support@appfolio.com

More information

AccuPOS to MAS90/200 Integration Guide

AccuPOS to MAS90/200 Integration Guide AccuPOS to MAS90/200 Integration Guide Part I - MAS90 Company Setup In order to use AccuPOS Point of Sale and have it integrate with MAS90/200 for inventory and accounting purposes, we ask that you setup

More information

Microsoft Dynamics GP. Sales Order Processing

Microsoft Dynamics GP. Sales Order Processing Microsoft Dynamics GP Sales Order Processing Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without

More information