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How to insert sales line-? Item type:: G/L into warehouse shipment line in business central

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Posted on by Nil@@m

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Hi Guys,

I am facing one query.

I know on warehouse shipment there is no G/L line ,but we need to do this customization.

I have one sales order ,and on that sales order line we have some G/L lines.so i need to insert only this G/L line into warehouse shipment line.

actually on warehouse shipment,we have one report ,and on that report we need to show G/L lines for that associated sales order.=> report layout is working fine.

So i am writing the below code on Warehouse shipment Header->Onafttergetrecord trigger of dataitem. As per my below code, line is inserted for item.but i want only G/L line record to be inserted into warehouse shipment line.

Below is the my sales order: which have 3 lines: i.e. 2 items line & 1 G/L line.

ANd below is the warehouse shipment,which i have created from that sales order.

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Dynamics 365 Business Central

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YUN ZHU 76,716 Super User 2025 Season 1 on at

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How to insert sales line-? Item type:: G/L into warehouse shipment line in business central

I agree with Mustafa, this is a risky customization.
If you just want to get the report, you should get it directly from the associated Sales Order. If you want to post the G/L Account Lines on the Sales Order at the same time, you can also post it directly from the code instead of inserting it into the Warehouse Shipment.

Hope this helps.

Thanks.

ZHU
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Valentin Castravet 25,565 Super User 2025 Season 1 on at

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How to insert sales line-? Item type:: G/L into warehouse shipment line in business central

Have you looked at this standard function? Ship and receive non-inventory items on warehouse documents | Microsoft Learn

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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Mustafa Omerbegović 1,184 Super User 2025 Season 1 on at

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How to insert sales line-? Item type:: G/L into warehouse shipment line in business central

Hello,

if your goal is to ''and on that report we need to show G/L lines for that associated sales order'' then I don't understand why you need to add an additional line in the warehouse shipment line.

Why do you not use data from Sales orders?

If the G/L lines are only required for reporting purposes and not operationally needed in the Warehouse Shipment Lines, create a report that directly pulls the required data from the Sales Lines without inserting it into the Warehouse Shipment Lines.

I think that it's easier to implement rather than the development of inserting a G/L line in the shipment which can cause you a lot other problems later.

Greetings
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Yi Yong 1,737 Super User 2025 Season 1 on at

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How to insert sales line-? Item type:: G/L into warehouse shipment line in business central

Hello,

Here are some of the findings:

Assuming there is only one G/L account on SalesLine, you can use FindFirst.

Ideally, you should not insert into warehouse shipment lines as you may cause potential issues.

It is best to create a new line table with relation to warehouse shipment header for this purpose.

Then simply add another dataset in your warehouse report to generate the G/L lines.

How to insert sales line-? Item type:: G/L into warehouse shipment line in business central

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