Monday, September 24, 2018

Configuring Sales Order Management Within Dynamics AX 2012

The Sales and Marketing area within Dynamics AX not only allows you to manage and track all of the customer contact information and marketing activities, but it also allows you to manage all of your sales order activities within your organization. It is where you can configure your sales hierarchies, which allow you to organize all of your products into more manageable groups, and it is also where you can initiate sales orders, manage the changes to the orders, and also manage all of your standard pricing and discount masters. All of these transactions then feed down into the Accounts Receivable module, making the whole sales cycle seamless.

Setting up the Sales Order Management details are not hard either and this guide is designed to give you step by step instructions to show you how to set up the Sales area, and also show you how most of the base components of the module work so that you can get you up and running and taking sales orders.

Configuring Sales Order Management Controls

Before we start taking Sales Orders there are a few codes and controls that we need to set up to make our life a little easier.  Some of these include the configuration of codes to be used within the orders themselves like the Sales Origin, Delivery Terms, and Modes of Delivery, and others are just configurations that will make you order entry process even easier. Like the Order Search feature and the Event Tracking feature.


Topics Covered Include:

  • Configuring the Accounts Receivable Parameters for Sales Order Management
  • Configuring Customer Reason Codes
  • Configuring Delivery Terms
  • Configuring Modes Of Delivery
  • Configuring Sales Order Origin Codes
  • Enabling Order Event Tracking
  • Configuring Order Search Parameters
  • Configuring Search Criteria
Configuring Sales Categories

Just like Procurement, Sales also have the ability to set up the Categories which will allow you to segregate out your products and easily find them within the ordering process.  In this chapter we will show you how you can set them up and link them with you Products.


Topics Covered Include:

  • Configuring Category Hierarchies
  • Configuring Category Hierarchy Types
  • Configuring Sales Categories
  • Assigning Products To Sales Categories
Processing Sales Orders

Now that we have all of the codes and controls set up we can start creating Sales Orders, ship them and then create our Receivable Invoices so that we can get money.


Topics Covered Include:

  • Configuring Base Sales Prices For Products
  • Creating a new Sales Order
  • Confirming Sales Orders
  • Printing The Sales Order Picking Ticket
  • Registering The Picking List
  • Printing The Packing Slip
  • Invoicing The Sales Order
  • Viewing The Sales Invoice In Accounts Receivable
Configuring Sales Pricing

Now that we have the Order to Invoice process configured we can start refining our pricing and start creating price lists that are specific to products, and customers, and also enable features like margin tracking and price detail inquiries within Dynamics AX.


Topics Covered Include:

  • Viewing Price Details On Sales Orders
  • Enabling The Advanced Price Details Inquiry On Orders
  • Viewing The Advanced Price Details On Sales Orders
  • Enabling Margin Alerts On Sales Orders
  • Viewing Sales Margin Alerts On Sales Orders
  • Activating Trade Agreements For Use On Sales Orders
  • Specifying The Pricing Storage Dimensions
  • Creating Trade Agreement Types To Track Different Pricing Structures
  • Creating A Base Price List With A Trade Agreement
  • Viewing Sales Prices Associated With A Product
  • Updating An Existing Trade Agreement
  • Updating Price Lists Through Excel
  • Viewing Pricing Agreements For Customers
  • Creating Customer Specific Price Lists
  • Creating Customer Pricing Groups
  • Configuring Customer Account Details
  • Creating Price Lists For Customer Groups
  • Configuring Smart Rounding
  • Applying Smart Rounding To Sales Prices
  • Configuring Tiered Pricing Agreements
Configuring Sales Order Discounts

Once you have the Sales Prices configured, the next area that you will probably want to look at are the Discounting capabilities within Dynamics AX.  There are a few different types of discounts that you may want to take advantage of within the system, including Line Discounts, Multiline Discounts and also Total Order Discounts.  With all of these different discounting options you will probably be able to handle almost any discounting structure that you can think of.


Topics Covered Include:

  • Creating Trade Agreement Types To Track Different Discounting Structures
  • Configuring Customer Line Discount Agreements
  • Creating Tiered Volume Based Line Discounts
  • Creating Product Line Discount Groups
  • Associating Products With Discount Groups
  • Configuring Product Group Line Discounts
  • Creating Multi-Line Product Discount Groups
  • Associating Products With Multiline Discount Groups
  • Creating Multiline Order Discounts

Configuring Order Charges

Don’t worry, Dynamics AX has an additional feature that you can use within the Sales Orders called Charges that you can use to make miscellaneous adjustments to sales orders and sales order lines at any time.  These can also post to their own main accounts within the ledger so that you can track their costs and they can even be set up as automatic charges that are always applied to the orders.

For anything that you don’t want to set up a price or discount structure for, these charges will handle it.

Topics Covered Include:

  • Configuring Charge Codes
  • Adding Charges To Orders
  • Creating Customer Charge Groups
  • Assigning Charge Groups To Customers
  • Creating Automatic Customer Charge Rules
  • Creating Item Charge Groups
  • Assigning Charge Groups To Items
  • Configuring Charge Codes
  • Creating Automatic Item Charge Rules
Get Your Own Copy Of The Book

If you are more of a would like to get your own copy of the book then don't worry - we have made it available for you through Blind Squirrel Publishing.  All you have to do is follow the link below:


Buy Now

Become an eBook Subscriber and get All the Books at Once Or Just Download The Books One At A Time

If you want access to all of the books that we have published (and will publish in the future then you may want to become an eBook Subscriber.  This will allow you to download the latest version of the book directly from the Dynamics AX Companions site as a PDF file, which may also contain additional content that is not available in the published version because this will be the source file for the next and updated editions.  This is a one time only fee of $249.00 which is a steal if you ask us.

If you want to become an eBook Subscriber then just go to your Account Profile and add an eBook Subscription to your account.  It's super easy to do.


If you don't want to commit to getting a copy of all the books that are available, then you can just purchase the individual book by adding the Configuring Sales Order Management subscription to your account profile for $14.99.


If you are a eBook Subscriber or if you have purchase a subscription to this book, then just click on the book link to get the file.


Sign Up For The Premium Subscription To Access All The Content
There is a lot more content that is available through the Dynamics AX Companions site, but in order to keep the lights on (or the Azure hosting fees paid) they can only be accessed if you show your support to the website through a subscription.  The Premium subscription will also give you access to all the PDF versions from the Tips & Tricks archive, giving you a sneak preview into the next Tips & Tricks book before it's even published.  I’m hoping that people will appreciate that this is just $9.95 a month and keep on subscribing and not just pillage the files and then cancel the monthly subscription because then you will miss out on all the new content that is continually made available.


To add a Premium subscriptions to your account just follow these instructions:

  1. Register on the site by clicking on the register link in the header of the website.
  2. Access your user profile by clicking on your name in the top right of the form, (or by clicking here) and click on the My Account button below your profile image.
  3. Select the Manage Services tab and click on the Subscribe button for the subscription that you want to add..
Contact Info


TWITTER: @daxcompanions