Creating and selling a sales category
There are times where you want to sell something in Dynamics AX but you don’t want to have to setup an inventory item and worry about tracking inventory quantities. There […]
Tag Archives: Sales order
Direct delivery workbench
There is a new menu that you will find under on the journal group on the procurement and sourcing area page in AX2012 R3. It’s called direct delivery. It’s not […]
DIrect delivery from sales order
In a previous post I mentioned about the direct delivery flag on an item if the item is always drop shipped. There may be times where an item is sometimes […]
Direct delivery flag on released item
In a distribution business you might have a mix of items that you inventory and bring in-house in your warehouses. There might be other items that are specialized or you […]
Cross/Up Sell new features
There was some new cross-sell, up-sell features added to AX2012 R3 with the retail functionality. AX has had the ability to setup supplementary items and the operator on the sales […]
Archive sales order
I did a post yesterday about the process of invoicing orders through the call center process. There was a feature added in AX2012 R3 to archive sales documents into a […]
Sales order with holds
I did a post the other day on the new R3 call center concept of taking a sales order. This is a variation of the flow but includes the new […]
Defaulting site, warehouse from customer to sales order
How you design your site and warehouse data will mimic how your physical supply chain. You may want to setup defaults on customer record to avoid having the change the […]
Sales item lists
When working with sales orders you can copy lines from previous orders. If you have customers that order common patterns of items there was a feature added in AX2012 R3 […]
Sales note transfer AR parameter
In an earlier post I did an overview of sales notes in AX2012 R3. There was a parameter I didn’t mention in that post that is handy to know about. […]
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