Sales Order Process in Dynamics Ax 2009Jignesh Patel
Sales process differs from company to company depending on various parameters that can be industry, location, size of business etc. It is very important to automate complete sales process start from generating order to invoice.
Microsoft Dynamics Ax is an ERP solution gives advantage of business opportunities, drive user involvement and innovation across the organization. It has capabilities to automate complete sales process. In this blog we will see how to process any sales order in Dynamics AX 2009.
Roles which are involved in this process are as below.
- Sales manager
- Shipment manager
- Warehouse worker
Sales Order Flow to generate invoice
Now we will understand association of above flow and roles which actually take place in system.
Sales manager finds customer and understands requirement, sends quotation to customer. After confirmation from customer sales manager converts quotation into order. Then, Sales manager generates confirmation document and sends it to customer. After that manager generates item picking list for warehouse. As per shipping date, transporter drives loading vehicle to warehouse. Shipment manager registers details of loading vehicle related information and generates picking slip to pick items from different location at warehouse. Warehouse worker collects items as per picking slip from different location at warehouse and loads into transportation vehicle. Transporter delivers items to customer and gets picking slip signed by customer. Sales manager generates invoice and sends it to customer.