Item lists in AX 2012 R3

Did you know that the 80/20 rule is called the Pareto principle after the Italian engineer Vilfrredo Pareto after he noticed that 80% of the land in Italy was owned by 20% of the people?

So back to Microsoft Dynamics AX – following the age-old problem solving technique of ‘click it and see what happens’ the other day I noticed a new Accounts receivable parameter ‘Prompt for item list’:

So of course, I clicked it to see what happens.

What happens is a new form pops-up when you create a sales order and it’s called the Item list form. You setup item lists per customer. Go to Sales and marketing > Setup > Item list:

To create a new item list for a customer click ‘Item list generation’:

You generate a list for a customer based on a number of days’ worth of sales orders (entering the number of days in the Value field) or number of orders (entering the minimum number of order lines in the Minimum quantity field). When you click OK the system creates a new list for your customer, and then you can add or remove items manually on the Item list form.

Create a new sales order for your customer and when you click OK on the ‘Create sales order’ form the item list pops up (if you’ve set that new parameter):

So this, of course, is where our old mate Vilfredo comes in – what you want to see on this form is the items that your customer usually orders.

Select the items and enter the quantity and click Copy and close. If you make any changes to the quantities you’ll be asked whether you want to save those changes back into the list, and then your sales order items will appear as if by magic:

So far so good, but if you set the Accounts receivable parameter and you don’t have an item list for you customer, a blank Item list form pops-up. That’s not so useful, so you don’t have to use the item list as an automatic pop-up – you can use it on command from the sales order line (Sales order line > Copy > From item list):



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