I was doing a simulation for Sales Quotation & came across the note in the SQ manual “You can select a sales category in the sales line without selecting an item, if the product on the sales quotation does not have an item number.”
I thought I can use it for scenarios that there is no item code yet at the time of SQ but if confirmed by customer & transferred to Sales Order, I can create a new number then use it in Sales Order as final product code. However, Packing Slip & Sales Invoice will be posted still even without the item code. & would never record cost.
I wonder what this “Sales Category” is useful for with regards to the Sales Order.
And do you have any idea how can I record the above scenario in AX 2012 R2?
This is a functionality that I created in procurement and Sourcing module as per the category hierarchy, where in we map items to a particular category under hierarchy based on which we can increase the quantity at the SO level … This is similar to Purchase Requisition process where in we select item using procurement category…