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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

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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 ?

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  • 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... 305,178 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

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