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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / AX Question on Sales L...
Microsoft Dynamics AX (Archived)

AX Question on Sales Lines with the same item Sales Confirmation/Invoice report

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Posted on by Community Member

In AX we may create multiple lines on a sales order for the same item. If a sales order has lines in this manner what would be the best way to have the Sales order confirmation print in such a way that it collapses those lines into 1 line on the confirmation report?

For example I have a Sales Order id of SO-123456 and on that sales order my lines appear as such.

Line 1 - Gold Watch - Unit Price: 5000 - Quantity: 1

Line 2 - Gold Watch - Unit Price: 5000 - Quantity: 1

Line 3 - Gold Watch - Unit Price: 5000 - Quantity: 1

When the sales order confirmation prints the requirement would be to show 1 line which will be sent to the customer.

Gold Watch Unit Price 5000 Quantity 3

Please let me know your suggestions or if you have any questions.

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    hi keith,

    if the item (gold watch) doesn't have any variants (example: size) its better to create a single line in sales order with 3 quantity, which will suit your requirement.

    good luck.  

  • Community Member Profile Picture
    Community Member on at

    I understand that but there is another piece to this. On each line we will specify different vendor information. We need to have the lines separated to accomplish proper procurement. The customer only needs to see the 1 line.

    What would be the best way to collapse the lines on the sales order confirmation report?

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 29,019 Moderator on at

    Hi Keith,

    I think it might be possible to use 'Delivery schedule' functionality for this. You can use this functionality generally to split a sales order line. It appears one reason to do this is to create POs for some of the delivery lines:

    technet.microsoft.com/.../hh242754.aspx

    However, in my VM, 'Delivery schedule' is always greyed-out, and I haven't worked out what is causing this, so I can't test it. For this reason, I don't know how it displays on the order confirmation report.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Nice idea!

    Then the report would just need to display any lines with a type of Order Line With Multiple Deliveries and Order Line With Single Delivery.

    Finally any line delivery type of Delivery Line would be hidden.

    I like it!

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