In dynamics AX 2012 you can create deliveries for items that are sent directly to your customer from the vendor. This type of delivery saves delivery time and inventory carrying costs, because you do not hold the products in your warehouse before you ship them to the customer.
You can create direct deliveries from the Sales order form. Create a sales order and order lines. Then, on the Action Pane, on the Sales order tab, select Direct delivery. Specify the lines that must be handled as a direct delivery.
Prerequisite for the process:
- Select the direct delivery check mark in item master delivery tab.
2. Or select direct delivery check mark in sales order line.
3. Change order management is not active for that supplier. Or change order management setup has been over ridden.
Process To be Followed
- Create a sales order
We need to make sure the direct delivery check mark selected. Save the sales order.
After doing this process you can find a record created with this sales order in direct delivery journal situation in procurement and sourcing module.
to create a sales order for direct delivery click ok create direct delivery. This will create a purchase order with default vendor selected in purchase tab of that item.
This will create a record in confirmation tab of this form. This is the purchase order that will fulfill the delivery of above sales order.
To confirm this purchase order click on confirm purchase order button. Once you will click that particular record will be disappeared from that tab.
You will find a record created in delivery tab of the same form.
Here you have two option to receive this order partially or fully. If you will click on receive partially it will open typical product receipt form of Dynamics AX. Full product receipt will post product receipt. System takes product receipt number from default number sequence of direct delivery.
Hence your sales order delivery has been fulfilled. You can find status of PO is receive and sales order has been delivered.
Remaining invoice and payment process will be remain same.