About sales order types
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, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
When you create a sales order, you must indicate the type of order that it is. You can select one of the types that are described here:
Order type |
Description |
|---|---|
Journal |
Use as a draft; it has no effect on stock quantities and does not generate item transactions. Order journal lines are not included in master scheduling. |
Subscription |
Use for recurring orders. When the order is invoiced, the order status is set automatically to open order. Quantity delivered invoiced and remaining deliveries are updated. Warning You cannot use this sales order type if you are using the Warehouse management module. |
Sales order |
Use when the customer actually places or confirms an order. |
Returned order |
Use when the customer returns items to stock. A return-item number (RMA number) is assigned automatically and can be viewed on the Other tab. |
Item requirements |
Created automatically when you make an item sale through a Project module. The project number can be seen in the Project column. |
Note
You can change an order type at any time, except when it is an Item requirements order or if it has a Delivered status.