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Entering Sales Orders in Dynamics AX

Sales Orders in Dynamics AX

If you are transitioning from an earlier version of Dynamics AX to the 2012 version, you will soon realize that the Sales Order posting procedure is slightly different. The UI design and navigation in Dynamics AX 2012 is similar to what we are used to in other Microsoft products. This makes it easy to find Sales Order modules and child menus.

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To enter Sales Orders in Dynamics AX 2012, follow the steps below: 

  • On the main menu, click the Sales and Marketing module to reveal a drop down menu.
  • Find Common on the drop down menu and expand it to reveal the Sales Order group.
  • Under Sales Order group, expand All Sales Order to display the Sales Order icon in the Action pane.
  • Click the Sales Order tab and choose New group. A new Create Sales form will open.
  • Select Customer account and fill the relevant details in the applicable fields.
  • Save the form by clicking OK at the bottom.

When you save the form, a new Sales Order header will be created. The form has two icons in the Action pane named Header View and Line View that are in the Sales Order tab.

  • Select Line View and select the Item you want in the lines section.
  • Enter the Price and Quantity of the item and save the item.
  • Navigate to the Sell tab in the Action pane of Sales Order form and select the Sales Order confirmation icon in the Generate group.

To see a print preview of the Sales Order confirmation, click the Sales Order Confirmation icon on the Action pane. In its default state, the icon is grayed out. However, it becomes enabled after a Sales Order Confirmation has been posted.

How to Post Picking List

Here are the steps to posting a Picking list:

  • Navigate to Sales Order form and on the Action pane, select the Pick and Pack tab.
  • Click the Picking List icon in the Generate group. The posting picking list form will open.
  • Click the OK button. The Sales Order Picking List will be posted.

How to Post Picking List Registration

  • Navigate to Sales Order form and on the Action pane, click the Pick and Pack tab
  • Click the Picking List icon in the Generate group. The posting picking list registration form will open.
  • Click the OK button. The Sales Order Picking list registration will be posted.

Print Preview the Picking List or Picking List Registration Copy

  • Open Sales Order form and on the Action pane, click the Pick and Pack tab.
  • On the Journal group, select the module you want to preview (either Picking List or Packing Slip). A new form will open.
  • On the new form, click the Print and Preview option.
  • Finally, select any option you want from the available options.

How to Post Packing Slip

  • Open Sales Order form and in the Action pane, select the Pick and Pack tab.
  • Within the Pick and Pack menu, select the Packing Slip icon. The Posting Packing slip form will open.
  • Click the OK button to post.

Preview Packing Slip Copy

  • Click the Sales Order form and on the Action page, select the Pick and Pack tab.
  • Select the Packing Slip icon in the Journal group. This will open the slip journal.
  • Click the Preview/Print icon to preview the copy.
  • You can then choose either Print or Copy if you want to print or copy the invoice respectively.

Posting an Invoice

  • Open the Sales Order form and on the Action pane, click Invoice tab.
  • Select the Invoice icon in the Generate group. This will open a Posting Invoice form.
  • Click OK at the bottom of the form. The Sales Order invoice will be posted.

Preview the Invoice

  • Open the Sales Order form and on the Action pane, click Invoice tab.
  • Select the Invoice icon in the Generate group. This will open the Invoice Journal form.
  • Select the Overview tab and then the Preview/Print option.
  • Next, select the copy or original invoice as you require.
  • Preview the Invoice you selected.

The above is an overview of the steps to accomplishing different tasks such as Confirmation, Packing and Picking List, and Invoice Posting in Dynamics AX 2012.

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