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

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) / Using sales category o...
Microsoft Dynamics AX (Archived)

Using sales category on sales order rather than items

(0) ShareShare
ReportReport
Posted on by Daxer Persson 3,005

If the customer do not sell real physical items from warehouses, but more like "type of trades/fees" then I suppose it can be relevant to use sales categories rather than item numbers (like categories on purchase orders).

Which benefits / limits  / disadvantages do you see by using sales categories rather than item numbers on sales orders ?

*This post is locked for comments

I have the same question (0)
  • Daxer Persson Profile Picture
    Daxer Persson 3,005 on at

    Some explanations here:

    technet.microsoft.com/.../hh209418.aspx

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at

    Hi Daxer,

    An important part is the option to use trade agreements. If there are items that do have standard sales prices and/or trade agreements per customer, the real item would probably preferable.

    If you sell items that are different every time the category would be a good option.

    Also note that using categories the reports like customer/item statistics are not working.

  • Daxer Persson Profile Picture
    Daxer Persson 3,005 on at

    What do you mean with:

    "If you sell items that are different every time the category would be a good option."

  • arey Profile Picture
    arey 369 on at

    Hi André,

    Did you clarify Daxer's last question?

    Thanks

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Joris dG Profile Picture

Joris dG 5

#2
Andrew Jones a1x Profile Picture

Andrew Jones a1x 2

#3
GL-01081504-0 Profile Picture

GL-01081504-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans