web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Sales Order Types
Microsoft Dynamics AX (Archived)

Sales Order Types

(0) ShareShare
ReportReport
Posted on by Haseeb 95

One of my customers have a scenario where they have to create the sales order with the type 'Journal'. After a certain trigger, the type changes to 'Sales order' automatically. This whole functionality seems to work pretty well. The main issue is that the unit prices entered when the order was created seems to be lost when the type changes to sales order. Please does someone have any idea what can be the possible cause and how this can be fixed.

*This post is locked for comments

I have the same question (0)
  • Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    Hi Haseeb,

    Can you explain how the Unit price is lost. Do you mean the price becomes 0.00, or is it that the price is overridden with some other price (a trade agreement sales price, for example)?

  • Haseeb Profile Picture
    Haseeb 95 on at

    Hi Guy,

    It reverts back to the item price set on the item Sales price but I am sure if there was some trade agreement, it would be pulled in.

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    Hi Haseeb,

    There are circumstances that can cause AX to lookup a 'new' sales price and overwrite a manually entered one, but as far as I can see, simply changing a sales order from type Journal to type Sales order will not do this. Perhaps the functionality which is changing the type automatically is also changing some other property of the sales order?

    For example, if I change the quantity on the order line, AX could look up a new price in preference to a manually entered one. If I change the ship date on the order header, AX could look a new price in preference to a manually entered one.

    There is a parameter to control if AX should 'protect' certain prices called Trade Agreement Evaluation. Look at Sales ledger parameters -> Prices -> Trade agreement evaluation. If you have a record there for 'Manual entry', standard AX will always ask for permission (via a dialogue box) if it can overwrite a manually entered price. If you have no record for 'Manual entry', AX will never ask and will just overwrite the price.

  • Haseeb Profile Picture
    Haseeb 95 on at

    HI Guy,

    Yes it works. Thanks very much for that. Just wondering if it would pull the trade agreement prices through at the first instance?

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    When creating the line on the Sales order (it does not matter if it is of type Journal or type Sales order), AX will first look at Trade agreements. If it finds any active sales price that it can use, it will use that.

    If it can't use a Trade agreement sales price, it will look at the base sales price on the released product.

    It will also follow these rules if you change something relevant on the sales order and you ask it to override the Manually entered price.

  • Haseeb Profile Picture
    Haseeb 95 on at

    Thanks very much Guy for a prompt solution. I really appreciate that. It works as I was hoping. Thanks again :)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans