I’m happy to say that I just finished the 10th book in the Bare Bones Configuration Guide series that I have been slaving over for the past year or so. This one lays the foundation for Sales Order Management within Dynamics AX, and it is now available for download or in print if you like. Here is a quick overview:
The Sales and Marketing area within Dynamics AX not only allows you to manage and track all of the customer contact information and marketing activities, but it also allows you to manage all of your sales order activities within your organization. It is where you can configure your sales hierarchies, which allow you to organize all of your products into more manageable groups, and it is also where you can initiate sales orders, manage the changes to the orders, and also manage all of your standard pricing and discount masters. All of these transactions then feed down into the Accounts Receivable module, making the whole sales cycle seamless.
Setting up the Sales Order Management details are not hard either and this guide is designed to give you step by step instructions to show you how to set up the Sales area, and also show you how most of the base components of the module work so that you can get you up and running and taking sales orders.
The book covers all of these areas related to Sales Order Management:
- Configuring Sales Order Management Controls
- Configuring Sales Categories
- Processing Sales Orders
- Configuring Sales Pricing
- Configuring Sales Order Discounts
Configuring Order Charges
Hopefully this guide has given you a good foundation of knowledge of how the Sales Order Management area of Dynamics AX works, and also some of the key features that are available for you that allow you to configure and manage your Sales Orders.
We are still just starting you off on your journey through the Sales Order Management module though. There is so much more that you can do including taking advantage of Return Orders, Customer Ordering Templates, Customer Credits, Customer Holds and the Customer Self Service Portal which we did not have space for in this book, but don’t worry, these will be covered in the second volume.
If you want to get a printed copy of the book, or if you want an easy way to download a PDF copy then you can now get it from Blind Squirrel Publishing. Just follow this link and it will take you directly to the book details: Configuring Sales Order Management Within Dynamics AX 2012
If you want more information on this book then you can check it out on the Dynamics AX Companions website by clicking on the book icon to the right or by following this link: http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Sales-Order-Management
I hope that the guides help you with your Dynamics AX journey, and empower you a little more by giving you a better understanding of how all of the pieces fit together.
PS. Only one more book to go and the entire series of 15 books will be complete – all that is left is the Human Resource Management guide.