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I created a service item to define it as a "service" type and as a non-stock item. But it still will show on the sales order as the quantity on order. Anyway that we can remove the quantity on order? Please help. Thanks.
As far as I know, it's not possible to not specify a quantity - you can customize your reports if necessary to not show it, but I don't think it's generally correct to do that.
Your service is normally also a countable thing.
It could be hours the worker spent doing something, or number of workers providing the service, or, as in your case, I assume, a 1-time provided service.
So just go with it, it's not "wrong", imo.
I agree with Ivan. I do not believe you can remove this, the quantity will be removed from the on order staus once you invoice it.
Ivan and Ashwin, thanks for your reply. I know my hope is not easy to come true. :(
Since the service item has to have a quantity that causes my other issue come out. My company had a modification to add a "ship complete" function on the SO header to control a complete shipment for some customers based on their requests. If we add the service item on the order which always show as a back order, it will cause our Operations not able to release the shipment even other items quantity are fulfilled.
Why does it always show up as back order? Do you not do packing slip update / invoicing?
That should update the status for that line and the corresponding quantities
understand your 2nd issue, as long as you have open sales line in a sales order, the status of that sales order will be back order. Not clear about the reason of adding service item sales line, probably, you'll need to try other solution other than adding service item sales line.
I may mislead you when I use the word "back order." The major issue for me is the qty of the service item will show as an "on order" item on the sales order which will have a conflict with my "ship complete" customer order. Especially my "ship complete" function is being modified to fulfill the entire order instead of fulfilling each individual line item. Hope my explanation is clear enough. Thanks.
Andrew, thanks for your reply. Actually we try to make all misc charges to become service line items such as shipping cost, rework fee or handling fee etc. Since our Sales VP and Finance controller do not like to use free text invoice or misc charge function in AX, we have to create all these service items as substitutes.
I think this issue cannot be resolved. We can only use procedures to control such as using separate invoice.
Mayee, using service items other than the out-of-box ax misc. charge functionalities is feasible. If you include these service item lines in the packing slip (delivery the service), the "ship complete" should be fine.
If the customer allows partial ship, service item won't be a problem cause it won't show on the packing slip. If it is a ship complete customer, packing slip won't be able to release since the service item shows the quantity as on order. How to make the line as "delivery the service"?
what do u mean 'packing slip wont be able to release'?
can you include the service line in packing slip?
When I try to release the picking list/packing slip of the "ship complete" order thru the inventory management module, this order isn't available for me to release.
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