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Applies to Product - Dynamics 365 Supply Chain Management  

What’s happening?
Customers are experiencing difficulties with invoicing or packing sales orders, particularly when associated with direct delivery returns. Additionally, there are issues related to accounting journal records during the product receipt process and invoice process, specifically when using the landed cost module.


Reason:

  1. The 'Generate Packing Slip' option may be greyed out, and attempts to generate an invoice result in errors such as 'No line selected / Quantity = 0'.
  2. The product receipt may be created, but the amount is recorded as 0 and the quantity is not received, indicating a potential bug in the system.
  3. The issue may stem from the system's handling of inventory values, particularly in relation to advance payments and remaining unpaid debts.

 

Resolution:
For issues with invoicing or packing sales orders:

  1. Verify the status of the associated purchase order. If it is in an invoiced status, ensure that the sales order is correctly linked to the purchase order.
  2. Attempt to post the product receipt again if the initial attempt resulted in an error. This has been noted to resolve the issue in some cases.
  3. If the 'Generate Packing Slip' option is greyed out, check for any system updates or customizations that may affect this functionality.
 
 
For product receipt quantity issues:
  1. Confirm that the line status is set to open order. If it is, try reposting the product receipt, as this has resolved similar issues in the past.
  2. If the issue persists, gather detailed information about the steps taken during the product receipt process and any relevant documentation to assist in troubleshooting.
  3. If the issue is related to accounting journal records:
  4. Ensure that the system is set to record the inventory value at the time of product receipt, reflecting both the advance payment made and the remaining unpaid debt.
  5. If adjustments are automatically generated due to exchange rate differences, confirm whether this behavior aligns with the expected functionality of the system.
  6. If further assistance is needed, schedule a call with support to discuss the issue in detail and provide any additional information required for resolution.
  7. If the issue has been resolved or if there are no further questions, confirm with support to close the case.
  8. If no clear resolution steps are available, or if the issue remains unresolved, document the situation and escalate to the product group for further investigation.
  9. For any feedback or concerns regarding the handling of the case, reach out to the support manager as needed.
     
If any of the above steps do not resolve the issue, please provide additional context or documentation to facilitate further investigation.