Sales order totals (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Sales and marketing > Common > Sales orders > All sales orders. Select the sales order, and then on the Action Pane, on the Sales order tab, click Totals.
Use this form to view the various totals for the sales order. This form displays totals for data such as the quantity, weight, and volume. The form also displays discounts, such as cash discounts, line discounts, and total discounts. Finally, the form displays taxes, the total charges from the invoice and the sales order lines, and invoice totals after taxes have been calculated.
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Note
The values that are displayed in this form depend on the option that you select in the Update field.
Field |
Description |
---|---|
Update |
Specify how you want to generate totals. You can select among the following options:
|
Quantity |
The total quantity of items on the sales order. |
Weight |
The total weight of items. |
Volume |
The total volume of items. |
Cost value |
The actual cost of the products. The cost value is also referred to as cost of goods sold (COGS). |
Margin |
The profit margin of the products sold. |
Contribution ratio |
The contribution ratio of the products, expressed as a percentage. |
Credit limit |
The credit limit of the customer for the sales order. |
Credit available |
The amount of credit that is still available to the customer for the sales order. |
Exchange rate |
The exchange rate that is used to calculate the total price of the sales order. |
Line discount |
The total line discount that is applied to the sales order lines. |
Subtotal amount |
The total amount of the sales order lines. This amount does not include the total discount, sales tax, and charges. |
Total discount |
The total discount that is applied to the sales order. |
Total charges |
The total amount of incidental charges for the sales order. |
Sales tax |
The sales tax that is calculated for the sales order. |
Round-off |
The total amount of the sales order after rounding is applied, if you defined rules for rounding sales orders in the Currencies form. The total amount is always rounded down to the nearest multiple of the rounding unit. The rounding amount is posted to the rounding account that is specified in the System accounts form. For more information, see Currencies (form) and Accounts for automatic transactions (form). |
Invoice amount |
The total invoice amount of the sales order. |
Cash discount |
The cash discount that is expected to be given on the sales order. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).