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Dynamics 365 Community / Blogs / Khushbu Rajvi's Dynamic 365 Blogs / Business Central (BC28): F...

Business Central (BC28): Filter Receipt and Shipment Lines for Faster Invoicing

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Khushbu Rajvi. Profile Picture Khushbu Rajvi. 21,573 Super User 2026 Season 1

Microsoft Dynamics 365 Business Central 2026 wave 1 (BC28):Filter receipt and shipment lines to quickly find the documents you want to invoice

In Microsoft Dynamics 365 Business Central, users often retrieve receipt or shipment lines when creating invoices. However, when there are many transactions, finding the correct lines can take time.
To improve this process, the latest release introduces new filtering options on the following pages:
  • Get Receipt Lines
  • Get Shipment Lines
  • Get Service Shipment Lines
These enhancements make it much easier to quickly locate the exact documents you want to invoice.

What’s New

When bringing receipt or shipment lines into purchase, sales, or service invoices, you can now filter the list using additional fields.

Available for All Scenarios

These fields are available across purchase, sales, and service processes:
  • Order No.
  • Your Reference

Sales and Service Shipments

For sales and service shipment lines, you can also filter by:
  • External Document No.

Purchase Receipts

For purchase receipt lines, additional filters include:

  • Vendor Order No.
  • Vendor Shipment No.
  • Item Reference No.

These fields originate from the document header and are now stored directly on the receipt or shipment line, allowing you to filter them directly on lookup pages.

Scenario 1: Purchase Invoice – Get Receipt Lines

Imagine you receive items from multiple vendors and need to create a purchase invoice.
Steps:
Open Purchase Invoice.
Select Get Receipt Lines.

On the lookup page, apply filters such as:
    • Vendor Order No.
    • Vendor Shipment No.
    • Item Reference No.

Select the correct receipt lines.

Insert them into the invoice.

This helps quickly identify the exact receipts that should be invoiced.

Scenario 2: Sales Invoice – Get Shipment Lines

When invoicing shipped items for a customer:
Open Sales Invoice.
Select Get Shipment Lines.

Use filters like:
Order No.
External Document No.
Your Reference
Need to add Fields using personalization:

Choose the shipment lines related to the customer order.

Add them to the invoice.
This ensures the correct shipment lines are included without manually searching through long lists.

Thanks For Reading…!!

Regards,
Khushbu Rajvi

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