Create orders from item lists
Important
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Applies To: Microsoft Dynamics AX 2012 R3
This topic explains how to use item lists to add items to sales orders. An item list is a list of items that a customer habitually buys, including quantities. When you create a new sales order for a customer, instead of adding items line by line, you can select the item list that has been created for the customer.
For information about how to create item lists for customers, see Set up item lists.
Add an item list to a sales order
Use this procedure to add an item list to a sales order.
Click Call center > Common > All sales orders.
On the Action Pane, on the Sales order tab, in the New group, click Sales order.
In the Create sales order form, enter the necessary information and click OK.
For more information about how to create a sales order, see Create a sales order in Call center.
In the Sales order form, on the Action Pane, on the Sales order tab, in the Show group, click Line view.
On the Sales order lines FastTab, click Sales order line > From item list.
In the Item list form, select the item list to add to the sales order.
If you are adding more than one item list to the sales order, click Copy.
Repeat this step to add more item lists.
If you are adding just one item list, or when you are ready to add the last item list, click Copy and close.
Finish adding the necessary information to the sales order.
Modify an item list in a sales order form
After you copy an item list to a sales order, you can modify information or remove items from the list. Changes that you make to the item list after you have copied it in to the Sales order form don’t affect the stored item list. To modify the original item list, use the Item list form. Use this procedure to modify the contents of an item list that is copied to a sales order.
Click Call center > Common > All sales orders.
On the Action Pane, on the Sales order tab, in the New group, click Sales order or open an existing sales order.
In the Sales order form, on the Sales order lines FastTab, select the line item that you want to modify.
Modify or remove the line item.
Update any other line items as necessary and then close the form.
Create an item list from a sales order
Use this procedure to automatically generate a customer-specific item list from a sales order that is created for the customer.
Click Call center > Common > All customers.
In the All customers list, select a customer record, and then, on the Action Pane, on the Customer tab, in the Maintain group, click Edit.
On the Sales order defaults FastTab, in the Item list field group, select the Enable item list check box and then close the form.
Click Sales and marketing > Periodic > Item list generation.
In the Generate item lists per customer form, on the General tab, select whether to generate the item list based on days or orders, and then, in the Value field, the enter the number of days or orders that you want to base the list on. For example, if you select Number of days, the item list is generated based on the sales orders that were created within the number of days that you specify. If you select Number of orders, the item list is generated based on the number of previous orders that you specify.
In the Minimum quantity field, enter the minimum quantity of items that must be ordered to be included in the item 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.
In the Customer account field, select the customer account that you are generating the item list for, and then click OK.