Customer Direct Delivery in Microsoft Dynamics AX 2012
Posted on: October 16, 2014 | By: Jarrod Kraemer | Microsoft Dynamics AX/365
Imagine that your company has a customer who desperately needs product that you currently do not have in stock. Would it not make sense to have the product shipped directly from your vendor to your customer rather than wasting time by first having it shipped to your warehouse, going through all of the necessary warehouse procedures, and then shipped to the customer? The Direct Delivery functionality in Microsoft Dynamics AX provides a simple way for your company to do this.
Microsoft Dynamics AX makes direct delivery as easy as the push of a button. After you enter and review the sales order from your customer in Microsoft Dynamics AX, there is no need to go through the extra steps of creating a separate purchase order for your vendor. Once the sales order has been created simply press the Direct Delivery button in the top left corner of the screen on the New action pane. Next, mark all lines of the order that you wish to be delivered directly from the vendor to the customer and choose a vendor. Click ‘OK’ and you will receive an info log confirming the creation of your vendor purchase order including the new purchase order number.
In addition to saving you from having to go through the extra steps of creating a vendor purchase order from scratch the Direct Delivery functionality also creates a link between the original sales order and the corresponding purchase order. This allows you to edit the sales order and not worry about having to also edit the purchase order (or vice versa) because the purchase order will be updated automatically.
When a purchase order is created from a sales order through Direct Delivery no document status changes can be made through the sales order record. All status changes are made through the purchase order. The sales order can only be invoiced when the purchase order (and subsequently the sales order) status has changed to ‘Delivered’. In addition to ensuring that all quantities are updated appropriately on both the purchase order and sales order, the synchronization between the two orders helps to eliminate the possibility of entering the purchase order packing slip but not the sales order packing slip or updating the purchase order against the wrong sales order.
Hope this helps with your direct delivery needs! For additional information please feel free to reach out to us at firstname.lastname@example.org or (312) 345-8817.
All the best!
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