Process flow from Opportunity to Sales Order creation in AX 2009

Hi Guys,

Today I am going to tell you about a process from Opportunity to Sales Order Creation.

Steps From Requisition to Sales Order

Step 1: First of all, we have to select CRM module.

Step 2: Now, you have to select Opportunities Details in Common Form section.

Step 3: Here you have to create 1 Opportunity.

Step 4: Now you have to click on Update Button then select Contacts.

Step 5: In this form you have to a contact and also in Contact Info tab you have enter the Mobile Number.

Step 6: Now click on Inquiry button and then click on Business Relation.

Step 7: Here Goto Functions button then click on Convert to customer button.

Step 8: Now go back to the Opportunity Form.

Step 9: On this form click on Functions Button and then click on Create Quotation.

Step10: Now when you click OK, then one quotation will create.

Step11: Now in Quotation Line, you have to select Route ID.

Step12: In this form you have to go at Dimension Tab and then Fill Warehouse.

Step13: Then you have to confirm that quotation.

Step14: After Confirmation 1 Sales Order will create.

Step15: Now you have to confirm that newly created Sales Order.

Task Done.

Note : Please feel free to write any query or comment regarding this post.

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