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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Different Delivery and...
Microsoft Dynamics AX (Archived)

Different Delivery and Invoice addresses for Sales Order

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Posted on by pbasehore 245

We recently switched to Dynamics AX; I am currently working on some of the development modifications needed before our go live date. Our old system, MAPICS, allows us to have different "Ship To" and "Sold To" addresses for sales order acknowledgements, invoices, pro forma confirmations, etc. I've been trying to figure out how to add the different addresses not only to the sales order, but to the actual report itself (what table/fields are the addresses stored in, for example)

Can anyone help? I can provide more detailed information, if necessary. I did try to search the community before I posted this, but the only link I found that was remotely close was unanswered.

Thanks!

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  • Community Member Profile Picture
    Community Member on at

    Each customer can have multiple addresses attached to itself, with different types. Types include but are not limited to invoice and delivery address.

    Accounts receivable > Customer details > Button: Setup > Address

    These addresses are present in the Address table.

    In AX 4.0 these are bound to the CustTable

    In AX 2009 these are bound to the global address book.

    An example on how these are used:

    At delivery, the the Delivery address is taken from the sales table.

    At invoicing, the Invoice address is taken from tne invoice address on the invoicing account, if present. Otherwise it defaults to the delivery address.

  • Community Member Profile Picture
    Community Member on at

    Note that delivery addresses on the sales line can be different. For simplicity's sake I will asume you dont use different ship addresses within a sales order.

  • pbasehore Profile Picture
    pbasehore 245 on at

    Thanks for the quick responses, Floris! A follow-up question, if I may...

    When I'm creating a sales order, how do I put in the alternate addresses? During initial creation, I selected the "Delivery" address I created thanks to your first post, but when the Sales Order Details form pops up, I can't figure out how to give it a separate invoice address?

    Forgive my simple questions--I'm still very new to Dynamics (and to ERP systems as a whole, to be honest!)

  • Community Member Profile Picture
    Community Member on at

    You can override the invoice address on a sales order using:

    Accounts receivable > Sales Order details > Top part: Button Setup > Alt. Addressess.

    Setup follows the way you set up addresses for customers (use the bottom part of the screen).

    Note to not copy the alt-address to the sales order, as this will override your delivery address (even though address type is different).

    The flow is as follows:

    If the sales order has an invoice address attached, use that

    ELSE if the customer has an invoice address attached, use that

    ELSE use sales order delivery address.

    As such, usually you do not need to set up invoice address on sales orders, as this would be set up on the customer (set up once, use many times). Even though you do not see this alternative address on the sales order, it will still be used.

  • pbasehore Profile Picture
    pbasehore 245 on at

    Thanks, I think I'm starting to grasp it. When I try to change the query on the SalesConfirm report, though, I get the error

    Stack trace: Calling wait or detach before calling run.

    (C)\Classes\FormRun\wait

    (C)\Classes\QueryRun\prompt

    (C)\Classes\QueryRun\run

    I've tried Googling it, but either my Google-fu isn't good enough or there just isn't much information about it online. Any ideas?

  • Community Member Profile Picture
    Community Member on at

    As this is a diiferent question altogether, maybe you can create a new question for it and close this one for archiving puposes? It will make searching easier for those who might want to search the answered questions section.

  • pbasehore Profile Picture
    pbasehore 245 on at

    OK, I can do that, sorry.

    Before I close this thread, I want to make sure I understand what you've said. When I create a sales order, I can either select a different address or keep the default "Invoice" address. If I select a different one, that address will show on the confirmation report, but the default "Invoice" address will show on the invoice report.

    Is that right?

  • Community Member Profile Picture
    Community Member on at

    The confirmation does not show (or historically store) an invoice address in standard AX as far as i can see.

    The invoice address becomes important at invoicing (CustInvoiceJour table) which contains historically correct delivery and invoice addresses.  In this case, the invoice address is fetched as described in a previous post.

  • pbasehore Profile Picture
    pbasehore 245 on at

    It is possible to modify the confirmation report to show the invoice address, right? That's really my intent here...

  • Community Member Profile Picture
    Community Member on at

    Everthing is possible in AX, that is why it is a great product :) There are however different ways to do things.

    I suggest going at it the same way the invoice journal handles the invoice address.

    Please take a loot at CustInvoiceJour.initFromSalesTable

    You can mimic the behaviour for invoice address in the CustConfirmJour. You will need to make a few new fields then in the CustConfirmJour table (copy them over from CustInvoiceJour) for the invoice address, and modify the CustConfirmJour.initFromSalesTable method. In the report you simply reference these new fields (so no logic in the report for determining the invoice address!)

    Advantage of this is that the data shown on the report is historically correct in the same way that the CustInvoiceJour is. That is, after the report is printed, changing the sales order does not change the data on the report when you re-print it.

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