More About Tables | Part II | Sales Process

Hi Folks,

Greetings!

This blog post is in continuation of the series "More about Tables". The Part II of this series will focus more on Sales Tables which will be updated throughout the Sales Process.

What are Tables?

Tables are the foundation objects in Microsoft Dynamics AX and store data used by the system. A table is made up of records (or rows) that contain information about a single entry in the table. For example, a specific vendor, customer or product. A record consists of one or more fields (or columns) that contain a discrete piece of data of a specific data type.

Below is the list of tasks which business user will perform throughout the Sales Process 

Sales Quotation Header

• The SalesQuotation Table contains the sales order headers related information

Sales Quotation Lines Created: 

• Once the sales quotation lines are created it will update the following table
  • SalesQuotationLine table contains all the line level information for the sales quotation

Sales Order Header Created:

• Once the sales order header has been created, it will update the record in the below table
  • • SalesTable contains all Sale order headers (Posted as well as unposted)

Sales Order Lines Created/Posted:

• The Saleline table contains the details for Sales order lines (created as well as posted).

Sales Order Header and Lines Posted:

• Once the Sales order is posted, it will update the following table
  • SalesParmTable and SalesParmLine contain detailed information regarding posting sales headers and Lines.

 Sales Order Confirmed

• Once the Sales order is confirmed, it will update the records in the following table
  • • CustConfirmJour and CustConfirmTrans 
    • Sales Confirmation contains headers and Lines posted in these tables which are originating from Sales order header and Lines.

Sales Order Packing Slip Posted

• After the Sales order packing slip will be posted, it will update the following tables with headers and line level information
• CustPackingSlipJour and CustPackingSlipTrans tables 
• These tables contain header and line level details for sales PackingSlip
• The records are actually originating from Sales Order and Lines.

Sales Order Invoice

• Posted Sales order Customer invoices will update the following tables
  • • CustInvoiceJour and CustInvoiceTrans tables
    • These tables contain Sales Invoice headers and Lines details

Cheers!

Ali Danish