Learn AX: A Beginners Guide to Microsoft Dynamics AX

Sales Order Invoice Process in Microsoft Dynamics AX 2012

Dynamics101

ACADEMY

About

Dynamics101

Dynamics101.com is a Rand Group Knowledge Center intended to provide our clients, and the Microsoft community, with on-demand training.

About
As a professional services firm, Rand Group serves the oil and gas, manufacturing, distribution, and construction segments in Texas and the Southeastern United States. Should you require personalized support for your business, Rand Group offers a variety of Business Advantage support plans to fit your business needs.

VIEW RAND GROUPS MICROSOFT SUPPORT OPTIONS.

Dynamics101 ACADEMY

Learn AX: A Beginners Guide to Microsoft Dynamics AX

Sales Order Invoice Process

Introduction

The Sales Order is a confirmation document issued to a customer for products and/or services. Sales orders are used throughout the sales process to record information about the goods and services that a company is selling to various customers. After the order is shipped and delivered to the customer an invoice is generated from the sales order for billing purposes. In general, a sales order contains the sales order number, date, and line items (products), including the quantities and prices based on the PO, billing address, shipping address, and the Terms & Conditions.

Sales Order Invoice Process

Knowledge Center

Prerequisites/Setup data:
Entities:
Following are the entities that need to be setup before creating a sales order: 1. Customers
Customers can be setup from <Company Name>/Accounts receivable/ Common/Customers/All customers

Dynamics101 ACADEMY

4. Ledger
Ledger can be maintained from <Company Name>/General ledger/Setup/ Ledger

2. Inventory (release the product, item model group, dimensions group, Inventory unit)
Inventory can be setup from <Company Name>/Product information management/Common/Products/Products

5. Warehouse
Warehouse can be setup from <Company Name>/Inventory and warehouse management/Setup/Inventory breakdown/ Warehouses

3. Sites
Sites can be setup from <Company Name>/Inventory and warehouse management/Setup/Inventory breakdown/ Sites

6. Posting profile in parameters

Posting profile can be setup from <Company Name>/Accounts receivable/ Setup/Accounts Receivable parameters/ Ledger and sales tax tab

Sales Order Invoice Process

Knowledge Center

Parameters

Dynamics101 ACADEMY

Parameters are used to setup default settings for a sales order. Use the Accounts Receivable parameters form to set up sales parameters.

Steps
1. The first step is to create a Sales Order 2. Go to Accounts receivable>Common>Sales orders>All sales orders.

All SALES ORDER LINK

Sales Order Invoice Process

Knowledge Center

Steps
3. Click Sales order in the New group of the Action Pane to create a new sales order.

Dynamics101 ACADEMY

NEW SALES ORDER BUTTON

Sales Order Invoice Process

Knowledge Center

Steps
4. In the Create sales order form, select a customer in the Customer account field

Dynamics101 ACADEMY

CREATE SALES ORDER FORM

Sales Order Invoice Process

Knowledge Center

Steps
account number, and language to the sales order.

Dynamics101 ACADEMY

5. If you are prompted to transfer customer information, click Yes to copy the address, delivery address, currency, invoice 6. Enter or change the information in the Create sales order form if it is necessary, and then click OK. 7. The sales order details page should open.

SALES ORDER DETAIL FORM

Sales Order Invoice Process

Knowledge Center

Steps
8. Now add a Sales line in the newly created Sales order.

Dynamics101 ACADEMY

9. By default, it creates a new blank line. If it is not created by default, click Add line in the Sales order lines tab.

SALES ORDER LINES

Sales Order Invoice Process

Knowledge Center

Steps
10. Select the Item number

Dynamics101 ACADEMY

11. If it is required, enter the Size, Color, Configuration, and other inventory dimensions. 12. Type the quantity to be sold in the Quantity field. 13. Select the unit of measurement that is specified in the Unit field. 14. If it is necessary, enter the Unit price for the line. 15. Repeat steps 9 through 14 for each additional line. 16. After all the sales lines have been created, an Invoice can be generated.

Sales Order Invoice Process

Knowledge Center

Steps
17. Navigate to Invoice tab in action pane > click Invoice button in Generate group.

Dynamics101 ACADEMY

INVOICE GENEARTION

Sales Order Invoice Process

Knowledge Center

Steps
18. The posting Invoice form is opened.

Dynamics101 ACADEMY

POSTING INVOICE

Sales Order Invoice Process

Knowledge Center

Steps
19. Select All in the Quantity field, if not already selected. 20. Click OK to post the Invoice. 21. Check the Sales order status. The order status should be Invoiced.

Dynamics101 ACADEMY

SALES ORDER STATUS AFTER INVOICE GENERATION 22. To view a print preview of the Invoice, navigate to Invoice tab on action pane > click Invoice in the Journals group.

OPEN INVOICE JOURNAL FORM

Sales Order Invoice Process

Knowledge Center

Steps

Dynamics101 ACADEMY

23. The Invoice journal form is opened. Select Overview tab > select Preview/Print option > select from Copy/ original invoice.

INVOICE JOURNAL FORM

Sales Order Invoice Process

Knowledge Center

Steps
24. The preview of the Invoice appears.

Dynamics101 ACADEMY

SALES INVOICE
Sales Order Invoice Process

Knowledge Center

Dynamics101 ACADEMY
Congratulations, youve just created your first sales order invoice! In Lesson #2 we will learn about Customer Payment Settlements.

Need A Hand With Dynamics AX? Rand Group offers 24/7 support and training for your business software.

re Click he ore m to learn

Sales Order Invoice Process

Knowledge Center

Dynamics101
ACADEMY
A Knowledge Center

www.dynamics101.com