MSDyn365FO: Ship complete

The post is aimed at providing the details of Ship complete flag available on the sales order form.

The idea behind the Ship complete feature is to determine whether the sales order could be shipped as a whole or not. Should you ever be desirous of using this feature, you’d want to know the details when/where/how this logic is performed.

What at first glance may appear obvious, might turn out on further examination to be quite complicated.

Let’s make it clear.

Ship complete flag is presented on the sales order form. Keep in mind, that this field will be visible when:

Call center configuration key is enabled – configurationKeyNum(MCRCallCenter).

Among other things, this field will be editable:

• If call center is created within the legal entity where you are trying to create a sales order
• If call center has channel users setup

• If sales order Retail sale = YES

Walkthrough:

Create a new sales order

Navigate to Retail > Customers > Customer service.

Type in Customer account and click on Search button.

Highlight the found customer and click on Select button.

Click on New sales order button.

You will notice the Ship complete flag, but you also can find this flag in the sales order header.

In the Header view, make sure that Retail sale = YES.

Expand Delivery Fast tab.

Select Ship complete flag.

Select Mode of delivery.

You might experience an issue with mode of delivery selection. In order to select the mode of delivery, you will need to follow the steps described below:

Navigate to the Modes of delivery (Sales and marketing > Setup > Distribution)

Expand the Retail Fast tab.

Add the call center created to the highlighted mode of delivery.

Expand Address Fast tab.

Add the address of your customer who would order the goods. If you miss setting the address, this mode of delivery will not be visible in the mode of deliveries look up on the sales order.

Expand Products Fast tab.

Add the products to which this mode of delivery needs to be applicable. If you leave this section blank, you will be not allowed to add lines with this mode of delivery and mode of delivery lookup will be blank.

Navigate to the Retail > Retail IT > Process delivery modes.

Click on OK button.

Open up Call centers and review the list of mode of deliveries available for the call center.

You will notice that the newly configured mode of delivery is available in the list of mode of deliveries of the corresponding call center.

Once you are done with this configuration, you will be able to create the sales order and select the corresponding mode of delivery.

Add sales order line.

Specify the quantity that is not fully available on the stock.

Reserve the available quantity by clicking Inventory > Reservation.

Click on Complete button.

Expand Payments Fast Tab.

Click on Add button.

Specify the Payment method, like Cash.

Provide with the Payment amount.

Click on OK button.

Line will be added as Not submitted.

Click on Submit button.

You will see the warning message:

Order ‘% Order number’ marked as ship complete not ready to be picked. All lines must be fully reserved.

Double-check whether the payment has been applied.

Confirm Sales order by clicking Sell tab > Confirm sales order button.

Sales confirmation will be posted successfully.

All these warnings that you see, it’s only a warning. The real error message will appear upon Picking, Packing and Invoicing.

Switch to the Pick and Pack tab > Generate picking list.

An error message will be displayed and the document will not be posted.

Validation will occur even upon Proforma packing slip and Proforma invoice generation.

What the system does:

When you post any shipping documents (like picking list, packing slip or invoice), the system is checking whether sales order selected is marked as Ship complete. If it’s a Ship complete sales order, the system is checking whether selected sales order has sales order lines with the inventory transactions in status On Order or Reserved Ordered. The system is skipping sales order lines with LineDeliveryType = OrderLineWithMultipleDeliveries. You could review why the system is doing that here: MSDyn365FO: Delivery schedule

That’s it!