Order to cash process ( sales order) in AX 2012

  Steps

ü  Prospects to customer

ü  Create a quotation and convert it to order

ü  Confirm it

ü  Item creation

ü  Packing

ü  Invoice

ü  Payments 

   Modules -> Sales and marketing -> common -> prospects -> all prospects.

 

Creating new prospect

 

Fill the prospect details (such as name, address, contact details etc)  -> save and open (in prospects). If this company may not be a customer still so we are creating a prospect. If you are creating a sales order for a customer u can directly select the customer account and u can go on with a sales order process.  

 

Fill the details that is necessary and there would be other details ,it must be filled.

 Creating sales quotation :

   Sell -> sales quotation -> check the details and click ok

The quotation will be updated, and it will sent to the customer. If the quotation is sent it will be found in (common -> sent sales quotation -> our quotation will exist (double click it)).

 

 

Fill the line with item, site, warehouse and unit price

 

 After completing your quotation . You must go through the quotation option and click send quotation

·         Then the send quotation tab opens and then click ok .

·         The quotation will send to the customer ..if they accepts then you must create customer.

·         Common -> sales quotation -> sent sales quotation -> our quotation will exist then you must double click it.

Sales quotation tab opens -> you must go through follow up and  click convert to customer

 

Customer account number will exist -> number should be entered ( consist of six characters ) -> click ok -> confirm -> OK

 

 Customer master tab opens  ( ORELSE )

Common -> sales order -> all sales order -> your quotation will exist -> Then double click it .

 

Double click your quotation -> sell -> sales order confirmation -> click ok

 

     

After sales order confirmation, go through the packing process. Click the packing slip process -> click ok.

 

      

Finally invoice process has to be done. Click the invoice option -> click ok.

 

 

To find the item transaction, the below process has be done.

 

Select the customer and click transaction.

 

To find the customer transaction. The below steps has to be followed.

 

Select the company and click the transaction ( to find the transaction has done )