Process sales orders overview

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following topics provide information about processing quotations, entering and validating sales orders, managing back orders, and completing invoice information.

Process inquiry and quote

Retrieve, enter, and validate orders

Maintain backorders and exceptions

Complete the invoice information

Process sales orders business process component forms

The following table lists the forms that support the Process sales orders business process component. The table entries are organized by business process component task and then alphabetically by form name.

Note

Some forms in the following table require information or parameter settings to navigate to them.

Business process component task	Form name	Usage
Process inquiry and quotation	Cancel quotation	Use this form to cancel a previously created quotation.
	Competitors	Use this form add competitors to a quotation and to indicate if a quotation has been won.
	Confirm quotation	Use this form to confirm a quotation.
	Copy from all	Use this form to copy an entire quotation or to copy quotation line items.
	Create quotation	Use this form to create sales quotations and quotation templates.
	Lose quotation	Use this form to mark a quotation as lost and list the reason.
	Mass create quotations	Use this form to create multiple quotations.
	Print management setup	Use this form to set up footer text that will appear when you print an original sales quotation.
	Quotation update	Use this form to update the status of a quotation.
	Sales quotation	Use this form to create quotations.
	Send quotation	Use this form to send a quotation to a recipient.
	Template groups	Use this form to create quotation template groups.
Retrieve, enter, and validate orders	Address selection	Use this form to add a previously entered address to a sales order.
	Charges transactions	Use this form to add charges to a sales order or a purchase order.
	Create credit note	Use this form to return an intercompany item.
	Create direct deliver	Use this form to create a direct delivery for a sales order.
	Create lines	Use this form to create sales order lines.
	Create purchase order	Use this form to create a purchase order from a sales order.
	Create release order	Use this form to create a release sales order.
	Create sales orders	Use this form to create a sales order
	Explode BOM	Use this form to transfer items from the bill of materials (BOM) to the sales order line.
	Explosion	Use this form to explode a sales order line.
	Intercompany action policy	Use this form to register automatic payments of intercompany sales orders.
	Parameters	Use this form to select multiple address options for sales order deliveries and to define posting locations.
	Payment schedule	Use this form to modify payment dates.
	Posting	Use this form to post an intercompany sales order.
	Posting invoice	Use this form to post and print a sales order invoice based on packing slips and dates or to summarize sales order invoices based on packing slip numbers.
	Posting packing slip	Use this form to post an intercompany sales order. Use this form if you are using direct delivery.
	Preauthorize	Use this form to preauthorize a sales order.
	Purchase order details	Use this form to set up a payment schedule for purchase orders and to post purchase orders.
	Release sales order picking	Use this form to release part of a sales order for shipment.
	Sales order details	Use this form to set up a payment schedule on sales orders, to create sales agreements, to post sales orders, and to create sales orders.
	Supplementary items	Use this form to calculate supplementary items for a sales order or a purchase order.
	Update remaining quantity	Use this form to update back orders.