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Supplementary Sales Items, Setup & Usage in Dynamics AX

Many organizations have supplementary items that are included (either at a cost or for free) when certain items are sold. Example:  A computer comes with a cable, included free of charge. The computer also may have a warranty package or a monitor classified as optional items on the sales order.

In Dynamics AX 2012, these types of relationships can be set up using the Supplementary Sales Items functionality.

You need to build the relationship between the main item you want to sell and supplementary items you want considered in a sale. These supplementary items can be mandatory or optional, and they can be set up as free items or a cost associated with them.

Setup

Navigate to Production Information Management | Common | Released Products.

Select the item with which you want to build the relationship.

On the Sell tab at the top of the form, select Supplementary Sales Items; this is where you build the relationships.

Here you establish what the supplementary items are and who’s allowed to take advantage of the supplementary items.

When the item relationships have been established, you can create sales orders and include the supplementary items.

Now create a sales order using the item with which you have defined the relationships.

When the line has been added, click on the Sales Order Line button on the sales order line pane. This will display a menu. Select Supplementary Items. This will open up another window showing the supplementary items. The top pane includes mandatory items, while the lower pane includes optional items.

You now need to select the optional items by checking the Include checkbox.

The system now displays, through the Infolog box, what items it’s adding to the sales order.

The lines are added to the sales order.

Contact BKD’s Microsoft Dynamics AX support center for more information about setting up and using supplementary sales items in Dynamics AX.

This post was written by:

Jesper, a senior managing consultant with BKD Technologies, has more than 25 years of experience as a technology consultant, performing software development and implementation of Microsoft solutions. He has more than 16 years of experience working with Microsoft Dynamics AX software and helps generate new opportunities through the Midwest.

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