(POL) Register a package and verify package quantity for a sales order

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

You can register packages for sales orders and sales order lines. You can then post the packing slip and customer invoice, and print the quantity of the issued packages on the packing slip. You can verify the quantity of the packaged items for a sales order in the Return packages transactions form.

  1. Click Accounts receivable > Common > Sales orders > All sales orders.

  2. Create a sales order or open an existing sales order, and enter the required details. For more information, see Sales orders (form).

  3. Click Line view, and create a sales order line for the item that is related to the packaging code. For more information, see (POL) Set up returnable packages for a customer.

  4. On the Line details tab, on the Packing tab, in the Packing unit field, select the packing unit.

    Note

    You must select the same packing unit that is selected for the item in the Packing units form.

  5. On the Sales order lines tab, click Financials > Package issue to open the Package issue. Modify or remove the packages that are automatically calculated for the sales order line.

  6. Close the form.

  7. In the Sales order form, on the Action Pane, on the General tab, click Package issue to open the Package issue form. You can view the packages that are calculated for all the sales order lines. You can also add extra packages, if additional packages are required.

  8. Close the form.

  9. On the Pick and pack tab, click Packing slip to open the Packing slip posting form and register the packages.

  10. Click Package issue to open the Package issue form. You can view the packages that are generated and add extra packages, if additional packages are required. In the Deliver now field, you can modify the quantity of packages to deliver.

  11. Close the form.

  12. Click OK to post the packing slip.

    The package issue transactions are posted in the Return packages transactions form. The quantity of issued packages is printed on the packing slip.

  13. In the Sales order form, click Invoice > Invoice to open the Posting invoice form and register the packages.

  14. Click OK to post the invoice. The invoice is posted, and the amounts are updated. The deposit amount is calculated based on the deposit prices that are set up for each packaging code. You can view the deposit amount that is posted as a separate transaction in the Customer transactions form.

  15. Close the forms.

  16. Click Inventory management > Setup > Packing material > Return packages. Click Transactions.

  17. In the Return packages transactions form, verify the package issue transaction that is posted for each package code.

  18. Click Voucher to open the Voucher transactions form. Verify the customer deposit amounts that are posted to the main account. The main account number is specified in the Customer posting profiles form.

See also

(POL) Post and print a returned package report

(POL) Return packages transactions (form)

(POL) Sales posting (modified form)

(POL) Packing units (modified form)