About sales order types


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

When you create a sales order, you must indicate the type of order that it is. You can select one of the types that are described here:

Order type



Use as a draft; it has no effect on stock quantities and does not generate item transactions. Order journal lines are not included in master scheduling.


Use for recurring orders. When the order is invoiced, the order status is set automatically to open order. Quantity delivered invoiced and remaining deliveries are updated.


You cannot use this sales order type if you are using the Warehouse management module.

Sales order

Use when the customer actually places or confirms an order.

Returned order

Use when the customer returns items to stock. A return-item number (RMA number) is assigned automatically and can be viewed on the Other tab.

Item requirements

Created automatically when you make an item sale through a Project module. The project number can be seen in the Project column.


You can change an order type at any time, except when it is an Item requirements order or if it has a Delivered status.