Part 1 - How To Control Item Availability & Access Pricing Info in Microsoft Dynamics AX - FullFocus Blog PDF

Part 1: How to Control Item Availability & Access Pricing Info in Mic...
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Part 1: How to Control Item Availability & Access

Pricing Info in Microsoft Dynamics AX
JUNE 17, 2016JUNE 17, 2016
JAMIE BRACEWELL
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(h ps://fullscopeblog.les.wordpress.com/2015/12/dynamics-ax-technical-tip.png)
By Glen Kiessling, Fullscope Senior Business Analyst
Item Lists is a new feature in Microsoft Dynamics AX 2012 R3, and it can be found in the Sales and
Marketing module in the Setup section. This feature is designed to give you more options when
creating a sales order and adding lines to the order. Item Lists gives you the option to have customer
specic lists and to have Item Lists that are accessible to all customers at sales order creation.
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Sales Order Copy From All Command

Prior to this new option, the only method to hasten the addition of sales order lines to a new or
existing sales order was the Copy From All or Copy From Journal command in the Copy section
of the Sales Order tab in the Action Pane on the sales order lines view (See image 1). (For this article,
I will cover only the Copy From All command which allows copying from sales orders, quotations,
conrmations, packing slips, invoices and project invoices.) This form allows you to select a sales
order in the top grid and then shows all items from that order in the bo om grid. All items in the
lower grid appear selected and ready to copy to the sales order. You can de-select individual items,
and then can change the quantity or unit characteristics on each line. Whatever you manipulate will
be copied to the sales order line(s). There will be a line created for each item. This form does allow
the copy of charges and also the recalculation of pricing but they are options that must be checked
before clicking OK to create the lines. If you forget to check the recalculate prices box, then exact
pricing from the copies sales order will populate the new sales order. These could easily be out of
date prices which, at a minimum, would require manual correction by you, or at worst the sales
order and invoicing might occur with inaccurate pricing.
(h ps://fullscopeblog.les.wordpress.com/2016/06/lineitem1.png)
Image 1 Copy From All Command
Item List Requirements
There are two checkboxes that are required to activate the Item List functionality.
1. In Accounts Receivable Parameters on the General fast tab in the section titled Item List, the
Prompt for Item List checkbox must be checked (See image 2).
Once this box is checked the Item List form will appear during the creation of all sales orders.
2. If you do not want to use an Item List, then click the closed bu on on the form to continue to the
newly created sales order in lines view.
On the customer master record on the Sales Order Defaults fast tab in the section titled Item List,
the Enable Item List checkbox must be checked (See image 3).
This is required so that you can setup an Item List for this specic customer.
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Image 2 Accounts Receivable Parameters Prompt for Item List Checkbox
Image 3 Customer Master Enable Item List Checkbox
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A customer specic item list reects the customer account number on the item list and will only be
available for selection during sales order creation for that specic customer. It will not appear when a
sales order is created for any other customer. The item list allows any number of items to be added
and maintained, along with their respective Units of Measure and quantities. (See image 4)
Image 4 Customer Specic Item List
Non-Customer Specic Item List
A non-customer specic item list has all the characteristic described above except it is available for
selection during sales order creation for all customers and all sales orders. It does not reect a
specic customer account. This could be used for sales groups etc. (see image 5)
Image 5 Non-Customer Specic Item List
Set up Customer Specic Item List
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To set up a customer specic item, make sure that the checkboxes mentioned in the Requirements
section above are checked and then follow these steps:
1. Access the Item List form in the Sales and Marketing module, Setup section and click Item List.
2. Click Item List Generation in the top bar (see image 6)
3. Select a Generation Type (see image 7):
a Number of Orders uses a designated number of sales orders from the past for the customer
account specied to create the Item List.
b Number of Days uses all orders for the customer specied for the number of days specied
to create the Item List.
4. Set Value (see image 8) this is the number of orders or the number of days to specify for the
generation type set in item 3 above.
5. Set Minimum Quantity (see image 8) if you enter any number above 0 in this eld then orders
with that number of lines or less will be omi ed from use in item list generation.
6. Select customer account number (see image 8)
7. Click OK (see image 8)
The items from the generation will appear in the grid with quantities and units of measure. You may
adjust quantities and units of measure on each line. You may add lines with additional items that did
not appear in the auto generation and you may also delete lines. Once you have the list completed as
desired, you may close the form.
Image 6 Item List Generation Bu on
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Image 7 Generation Types
Image 8 Dene Item List Generation Parameters
Set up Non-Customer Specic Item List
A non-customer specic item list does not allow auto generation of items. To set up a non-customer
specic item, make sure that the checkboxes mentioned in the Requirements section above are
checked and then follow these steps:
1. Access the Item List form in the Sales and Marketing module, Setup section and click Item List.
2. Click New in the top bar (see image 9)
3. Enter a description(Name) for the item list in the description eld (see image 9)
4. A blank grid will appear (see image 9), on the rst line select an item number in the item number
eld. The product name will appear once selection is made (see image 10).
5. Enter a quantity in the quantity eld (see image 10).
6. Enter a unit of measure in the unit eld (see image 10).
7. Repeat steps 4 through 6 until all desired items have be added to the item list grid
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8. Click Close
Image 10 Enter Items, Quantities and Units of Measure
Image 9 Setup Non-Customer Specic List
Thats a lot to digest for this post. Check back next week for Part 2, and meantime, shoot me any
direct questions at glen.kiessling@fullscope.com (mailto:glen.kiessling@fullscope.com)
AX IMPLEMENTATION, AX TECHNICAL TIP, ERP, ERP IMPLEMENTATION, MICROSOFT
DYNAMICS AX, MICROSOFT DYNAMICS ERP
AX ERP IMPLEMENTATION, AX
TECHNICAL TIP, AX TRAINING, ERP, ERP TIPS, MICROSOFT DYNAMICS AX
BLOG AT WORDPRESS.COM.
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Sales Order Copy From All Command

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