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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Point of Sale Orders &...
Microsoft Dynamics AX (Archived)

Point of Sale Orders / Automatic Invoicing in AX

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Posted on by paulmcquillancrm 40

Hi all,

We are working with a client who is keen to automate their Order-Invoicing process in AX, such that their thoughts are to have a type of Sales Orders which are picked up and an Invoice automatically posted for the Sales Order.

This example is essentially a Point of Sale Order for Onsite/Online sales which I imagine AX provides a better method for handling as opposed to the usual submitting an Order and posting an Invoice procedure.  Am aware of the AX process for posting a paid Invoice automatically based on the Payment Method, am just wondering whether it is possible to initiate this from an Order - such that the Order is recorded and a Paid/Unpaid Invoice posted as a result

I am a CRM Consultant specialising in MSCRM, so (as you can probably imagine) slightly out of my depth here - so any help or advice would be gratefully received to give our client some options around this.

Have no problems getting my hands dirty with Workflow/Development in AX if required as this is purely a Proof of Concept, however am wondering whether there is a more structured process in AX for similar PoC Sales or automatic Invoicing.

Kind Regards, Paul.

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  • Community Member Profile Picture
    Community Member on at

    Hi,

    This will of course take some development work.  Depending on your customers needs, you can say for example automatically create a payment journal when the order is invoiced.

    Or say you want to stream line the process (I am guessing your customer does not want to have to enter in the payment journals), you can create a button on the sales order screen and when user clicks that button you can automatically create the payment journal for that order and post it.  It all depends on their situation and how they want to stream line the process.

  • paulmcquillancrm Profile Picture
    paulmcquillancrm 40 on at

    Hi Bob, thanks for the response - is there the ability in AX to attach logic to the event of the Order being confirmed?

    Such that the manual process is for the AX User to confirm the Order.

    The system then automatically raises an Invoice and Payment Journal as a result.

    The AX User can then manually record Payments against the Journal to settle the Invoice.

    Am thinking of two possible business scenarios - one where the Customer may pay a limited deposit or initial payment when submitting the Order (say £250 as a deposit on an Order) and the other where a Customer may submit a full payment with the Order. (for an Online Order for instance)

    Given my background, my point really stems from the ability to use AX to automatically raise an Invoice as a result of an Order being submitted in CRM - and how much development work would be required/possible in AX to make this possible, and also whether this would be advisable. (as presumably you are skipping AX's usual Business Rules for raising the Invoice!)

    If you know any good resources on this or good starting points for looking into the kind of AX Development work involved, would be very useful, as irrespective of helping out on this particular client/project is something I would be keen to get myself more up to speed on.

    Kind Regards, Paul.

     

  • Community Member Profile Picture
    Community Member on at

    [quote user="Paul McQuillan"]

    Hi Bob, thanks for the response - is there the ability in AX to attach logic to the event of the Order being confirmed?

    Such that the manual process is for the AX User to confirm the Order.

    [/quote] 

    Yes, AX is built on an OOP (Object oriented Programming) language where such functionality is present.  The power of this is that you can reuse code sets in other areas of the system without having to recreate the base business logic.

    The class (set of code) you are looking for is SalesFormLetter_Confirm which can be found in the AOT.  See documentation on it.  This is what is called when you are posting a confirmation.  What you can do is modify this class to also create a payment journal (you use other classes as well to accomplish creating a payment journal by code). 

    There are a bunch of blogs / articles / documentation on creating journals by code, invoicing by code etc etc.

    Hope this helps.

    Regards.

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