Sales Order Process in AX 2012 in 7 simple steps

Here are the steps:

Step 1: Select Account Receivable >> Common >> All Sales Order

Step 2: Click Sales Order on the new section of the action pane.

Step 3: Input required information in Sales order header screen and Click Ok

Step 4: After clicking Ok on the above Sales order form.  Sales line screen will be displayed as below;

            Input Item details, other required information and required number of sales qty etc.

Step 5 : Click Sell menu(tab) in action pane and Click Sales order confirmation option.(Confirming Sales Order)

(Note :  Sales Order confirmation screen will be displayed; Select required information (Print options) and click Ok)

Step 6: Click Pick and Pack menu and click Packing slip option of action pane.(Posting Packing slip)

(Note : Packing slip dialog box will be displayed.  Input Packing slip Qty and click Ok.). 

Check the Sales order status; order status should be “Delivered”

Step 7 : Click Invoice menu and click Invoice option (Invoice in Sales order).Check the Sales order status; order status should be “Invoiced”.

Thats It!