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Sales order process in AX 2012

28JUL
Hi All,
Following are the steps involved to process Sales order from Creation to Invoice.
Step 1: Select Account Receivable -> Common -> All Sales Order
Step 2 : Click Sales Order (left corner)
Step 3: Input required information in Sales order header screen and Click Ok
Step 4 : After clicked Ok on the above (Sales header) screen.  Sales line screen will be displayed as below;
Input Item details, warehouse information  and required sales qty.


Confirming Sales Order
Step 5 : Click Sell menu and Click Sales order confirmation option;
Note :  Sales Order confirmation screen will be displayed; Select required information (Print options) and click Ok
Posting Packing slip
Step 6: Click Pick and Pack menu and click Packing slip option.
Note : Packing slip dialog box will be displayed.  Input Packing slip Qty and click Ok.
Check the Sales order status; order status should be “Delivered”
Invoice in Sales order
Step 7 : Click Invoice menu and click Invoice option

Check the Sales order status; order status should be “Invoiced”

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