Transaction page · Accounts receivable

Create sales order

A menu item that opens the Create sales order dialog, where you select the customer account to start a new sales order.

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Everyone

1What it is and why

What it is	A menu item that opens the Create sales order dialog, where you select the customer account to start a new sales order.
What you do here	Used to create a sales order quickly without first opening the All sales orders page.
Example	A sales order processor creates a new order for customer US-004 in demo company USMF by opening the dialog, selecting the customer account and selecting OK.

Functional consultant · Solution architect

Business process	—
Menu path	Accounts receivable › Orders › Create sales order
Set up first	All customers Microsoft Learn ↗
Used next by	Shipped but not invoiced sales orders Microsoft Learn ↗
Related pages	All sales orders Microsoft Learn ↗

End user · Functional consultant

Open Create sales order to open the Create sales order dialog.
In the Customer account field, select the customer.
Select OK.
In the Sales order lines section, select Dimensions, choose the dimension fields to show, and then select OK.
In the Item number field, select the product.
In the Quantity field, enter the quantity.
Check the Unit price and discount values that were copied from trade agreements, and enter them if they're empty.
On the Action Pane, select Sales order > Totals to review the totals, and then select OK.

Field	What it means	Worked example	Table column
Customer account	The customer the sales order is for.Microsoft Learn ↗	—	—
Item number	The product being sold on the order line.Microsoft Learn ↗	—	—
Unit price	The price per unit, copied from a valid trade agreement or the product record when one exists.Microsoft Learn ↗	—	—
Discount	A discount amount per unit, multiplied by the line quantity to get the line discount.Microsoft Learn ↗	—	—
Discount percent	A percentage that reduces the line's gross amount.Microsoft Learn ↗	—	—
Net amount	The line amount after quantity, unit price and discounts; you can override it.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Technical architect

Menu item	`action:SalesCreateOrder` Checked in Dynamics 365
Form	`SalesCreateOrder` Checked in Dynamics 365
Table	—
Data entities	—
Who can open it	—
Actions on the page	—

Developer

Open it directly	`https://<your-environment>/?mi=action:SalesCreateOrder`
Integrate with	—
Table definition	—

Everyone