Dynamics Community Forum Thread Details

Order Types

Has anyone had experience or requiements for using/setting up order types? I would like to be able to have order types such as "Credit Hold" "Priority 1", "2 Day", "5 Day" etc...order types for when customer service is entering the orders. I would like to run scheduling reports and have these order types show up. There is a possible requirement to assign discounts or premiums to certain order types. I have not come accross anything like this in Dynamics AX. Can someone help me with this where there is not tons of programming involved?

Thank you,

Steve

Hi Steve,

For discounts (or premiums) on the sales order level you can use the Misc. charges functionality or the Customer price/discount groups.

Misc. charges - you can assign a customer to a misc. charge group and it will provide the default value for each sales order, like a default order type for discounts. You have the option to override the default value for each sales order but there's a problem - DAX will have already created the default discount premium so you will have to delete it manually or change the code. The charges are set up in the Auto-misc. charges form.

Customer price/discount group - you can have a default value on the customer level and you can overide it for each sales order, DAX will update the prices correctly. The easiest way is to use the line discount functionality in order to keep track of margin by item/SO line. In standard DAX there's no option to define a negative discount percentage (premium %)though, there's only negative discount amount (premium amount).

The solution for using sales order types for scheduling depends on your needs in the scheduling process. Your requirements might start from simple reporting (just display order type on reports) to manual re-scheduling (display the order type on scheduling forms to you can use the info to manually change the schedule) to changing the scheduling algorithm to process certain order types first.

For example, we are currently working on a modification for the Net requirements form which allows you to put a priority on each requirement and then have DAX recalculate the confirmed ship dates according to priority.

You will definitely need programming to take care of this requirement. Sometimes we just try to re-use existing fields on sales orders like Sales groups, Customer group for commissions or Sales order pool. For Production the Production pool might be used.

If you only need reporting, then development might involve using the above fields and adding them to reports with tracking based on inventory transaction ID. If you are interested in manual re-scheduling, you will probably need to add new fields to the sales header and lines tables, add the fields to the respective scheduling forms and the datasource tables. Changing the scheduling algorithm will require changing or adding classes as well.

George

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