Sales module

1. ERP
ENTERPRISE RESOURCE PLANNING
MICROSOFT DYNAMIC AX 365
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2. E: Enterprise is a group of people with a common goal, which has certain
resources at its disposal to achieve that goal.
R: Resources include are money, and all other things are required to run the
enterprise.
P: Planning is done to ensure that nothing goes wrong.
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3. User Authentication (Login)
 No need to log on with separate IDs.
 With One click you can log on to AX-365
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4. 4
Select Company
From Address Bar

5. 5
Module
Selection Bar

6. 6
Sale Order Selection Menu

7. 7
Access to All Sale Order or Creation of New Sale Order
For New
Sale Order

8. 8
At Clicking new, this form will open for you

9. 9
Customer
Selection

10. 10
Select Ware house at same form where you
selected customer already
W.H
Selection
Click at OK

11. 11
Give a clue of Your required item like “Math”
and get options for it

12. Now scroll down for Line details and click at “Product” 12

13. Click at “Size” and get the options, select your required product with size,
color and Style. 13

14. Scroll back to lines and fill the column of quantity and unit price according
to your sale order 14
Enter req.
quantity
Enter Unit Price

15. 15
Click at “Header” and select “financial dimensions”

16. 16
Pick the same customer you have chosen in beginning in financial dimension

17. 17
 Click at “lines” again
 Update order lines form will open
 Click at Update dimensions, it will convert
it in to “Yes”

18. Submit this sales order from Work flow
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19. Click at “Submit” now
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20. Order Approval
20
ve
To rectify Errors
To Cancel
Order
To Give rights
for Approval