Set up item lists

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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

This topic explains how to set up item lists for customers. An item list is a list of items that a customer has purchased repeatedly during a time period that you specify. A customer service representative can quickly create a new sales order for the customer by selecting the list instead of adding items line by line. After the items in the list are added to the sales order, the information about each item can be changed as needed.

Set up an item list

Use this procedure to create an item list for a customer.

  1. Click Sales and marketing > Setup > Item list.

  2. In the Item list form, click New, and then, in the Item list field, enter the item list ID if one is not automatically created.

  3. Enter a brief description of the item list, and then, on the Items FastTab, click Add.

  4. In the Item number field, select the item number for the item that you are adding to the list and then, in the Quantity field, enter the quantity ordered.

  5. Click Dimensions to add dimension information to the item.

  6. Add additional items as necessary, and then click Item list generation to generate the item list.

  7. In the Generate item lists per customer form, on the General tab, select whether the item list should be generated based on days or orders and then enter the number of days or orders in the Value field. For example, if you select Number of days, the item list will be generated based on the sales orders that were created within the number of days specified in the Value field. If you select Number of orders, the item list will be generated based on the number of previous orders that you specify in the Value field.

  8. In the Minimum quantity field, enter the minimum quantity of items that must be ordered to be included in the list. For example, if you enter 5, only order lines that include five or more units of an item will be included in the item list.

  9. Select the customer account that you are generating the item list for, and then click OK.

Update an item list

Use this procedure to update the information in an item list.

  1. Click Sales and marketing > Setup > Item list.

  2. In the Item list form, select the item list that you want to update.

  3. Update the description, item list, or item dimensions as necessary.

  4. Click Item list generation to generate the updated item list.

See also

Create orders from item lists