(RUS) Create and post a sales order that has transportation invoice and job ticket details
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Use the following procedure to generate and print a transportation invoice or a job ticket that is based on a bill of lading for a sales order. For more information, see (RUS) About transportation invoices and job tickets that are based on bills of lading.
Click Accounts receivable > Common > Sales orders > All sales orders.
Create a sales order, and then click Edit to open the Sales order form.
On the Action Pane, on the Pick and pack tab, in the Generate group, click Packing slip.
In the Packing slip posting form, on the Parameters tab, select the Transportation document check box to print a transportation invoice or a job ticket for the sales order.
On the Bill of lading tab, in the Registration number, Series, and Number fields, enter information for the license card.
In the Carrier type field, select the type of carrier:
Invoice account – The carrier is the customer that is selected as the invoice account on the sales order.
Customer – The carrier is the customer account that is specified in the Carrier field.
Vendor – The carrier is the vendor account that is specified in the Carrier field.
In the Carrier field, select the registration number of the carrier.
This field is available only if you selected Customer or Vendor in the Carrier type field.
In the Delivery date and Model fields, select the date of delivery and the model of the vehicle.
In the Registration number and Waybill fields, enter the registration number and waybill number of the vehicle.
In the Driver name, Driving license, and Driver contact data fields, enter information about the driver.
In the Type, enter the type of transport.
In the Document type field, select Transportation invoice or Job ticket.
In the Cargo description and Cargo packing fields, enter information about the shipping description of the cargo.
Click OK to post and print the packing slip that includes the details from the transportation invoice or job ticket.
To post the invoice for the sales order, on the Action Pane, on the Invoice tab, in the Generate group, click Invoice.
Repeat steps 4 through 13 to enter the details for the transportation invoice or job ticket. Then click OK to post and print the sales order invoice that includes the details from the transportation invoice or job ticket.