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Create Customer Sales Order Templates With Item Lists Within Dynamics AX

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Dynamics AX 2012 R3 is chock full of useful features, but sometimes they are a little reclusive, and you have to know where to find them. An example of this is the Customer Item Lists function that …

Dynamics AX 2012 R3 is chock full of useful features, but sometimes they are a little reclusive, and you have to know where to find them. An example of this is the Customer Item Lists function that allows you to create item lists based on customer sales history and then use them as order templates to save time during the order entry process.
This trick will keep the customers think that you are a mind reader.

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  • 1. 1 MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS CREATE CUSTOMER SALES ORDER TEMPLATES WITH ITEM LISTS
  • 2. CREATE CUSTOMER SALES ORDER TEMPLATES WITH ITEM LISTS BY MURRAY FIFE
  • 3. Copyright© 2014 Murray Fife All RightsReserved
  • 4. 5 What you need for this Blueprint All the examples shown in this blueprintwere done with the MicrosoftDynamics AX 2012 virtual machineimagethat was downloaded from the MicrosoftCustomerSource or PartnerSource site.If you don't have your own installation of MicrosoftDynamics AX 2012,you can also usethe images found on the MicrosoftLearningDownload Center. The followinglistof software from the virtual imagewas leveraged within this blueprint: • MicrosoftDynamics AX 2012 Even though all thepreceding software was used duringthe development and testing of the recipes in this book, they may also work on earlier versionsof the software with minor tweaks and adjustments, and should also work on later versions withoutany changes. Errata Although we have taken every careto ensure the accuracy of our content, mistakes do happen. If you find a mistakein one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doingso, you can saveother readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing murray@murrayfife.me. Piracy Piracy of copyrightmaterial on the Internet is an ongoingproblem across all media. If you come across any illegal copies of our works,in any form, on the Internet, pleaseprovideus with the location address or websitename immediately so that we can pursuea remedy. Pleasecontactus at murray@murrayfife.me with a link to the suspected pirated material. We appreciateyour help in protecting our authors,and our ability to bringyou valuable content. Questions You can contact us at murray@murrayfife.me if you are havinga problem with any aspectof the book, and we will do our best to address it. Preface
  • 5. 6
  • 6. 7 Create Customer Sales Order Templates With Item Lists DynamicsAX2012 R3 ischock full of useful features,butsometimestheyare alittle reclusive,andyouhave toknowwhere tofind them. Anexampleof thisisthe CustomerItemListsfunctionthatallowsyoutocreate itemlistsbasedoncustomer saleshistoryandthenuse themasordertemplatestosave time duringthe orderentry process. Thistrick will keepthe customersthinkthatyouare a mindreader.
  • 7. 8 To do thiswe needtocreate our customerItemLists by clickingonthe ItemList menu itemwithinthe Setupgroupof the Sales& Marketingarea page. Create Customer Sales Order Templates With Item Lists
  • 8. 9 Whenthe Item List maintenance formisdisplayed,clickonthe Newbuttoninthe menubar. Create Customer Sales Order Templates With Item Lists
  • 9. 10 Whenthe Generate ItemList Per Customerdialogbox isdisplayedselectthe GenerationType thatyou wantto use to selectyourorders. Youcan eithertell the systemthatyouwantto selectthe ordersfora set Numberof Days whichisgoodfor seasonal ordering,orbyNumberof Orders whichisbestforlow order frequency customers. Create Customer Sales Order Templates With Item Lists
  • 10. 11 Thenselectthe range of days/ordersthatyouwantto selectfromwithinthe Value field,andalsoselectthe CustomerAccountthat youwant to create the itemlist template for. Whenyouhave done thatclickonthe OK button. Tip: If youwantto automate thisthenrememberthatyoucan turn thisintoa batch jobthat updatesthe dataperiodically. Create Customer Sales Order Templates With Item Lists
  • 11. 12 Now whenyoureturnto the Item Lists maintenance formyouwill see the listof recentlyorderedproducts,andquantities. Create Customer Sales Order Templates With Item Lists
  • 12. 13 To use this,all youneedtodo iscreate a SalesOrder forthe customer, andthenfrom the SalesOrder Line menu,selectthe FromItemList menuitemwithinthe Copy group. Create Customer Sales Order Templates With Item Lists
  • 13. 14 Whenthe Item List selectiondialogpopsupyouwill have the optiontopickand choose whichitemsyouwanttocopyto the salesorder,andall you needtodois click on the Copy and Close buttoninthe menubar. Create Customer Sales Order Templates With Item Lists
  • 14. 15 Now youwill have all of the productsfromthe Item List copiedovertoyour sales order. Now that waseasy. Create Customer Sales Order Templates With Item Lists
  • 15. 16 TIP & TRICKSFOR DYNAMICSAX 2012
  • 16. 17 TIP & TRICKSFOR DYNAMICSAX 2012 The Tips & Tricks series isa compilation of all thecool things that I have found that you can do within Dynamics AX, and are also the basisfor my Tips & Tricks presentations thatI have been givingfor the AXUG, and online. Unfortunately book page sizerestrictions mean that I can only fit50 tips & tricks per book, but I will createnew volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  • 17. 18 TIP & TRICKSFOR DYNAMICSAX 2012
  • 18. 19 TIP & TRICKSFOR DYNAMICSAX 2012 Murray Fife is a MicrosoftDynamics AX MVP, Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant,a trainer,and now spend most of his days workingwith companies solvingtheir problems with the Microsoftsuiteof products,specializingin the Dynamics® AX solutions. EMAIL murray@murrayfife.me TWITTER @murrayfife SKYPE murrayfife AMAZON http://www.amazon.com/author/murrayfife BLOG http://dynamicsaxtipoftheday.com http://extendingdynamicsax.com http://atinkerersnotebook.com SLIDESHARE http://slideshare.net/murrayfife LINKEDIN http://www.linkedin.com/in/murrayfife About the Author