Set up Sales Freight Item without Item Charge

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Posted on by Anita75

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Hi All,

I have tested setting up of an item as Service and Non Stock as Type for charging customers freight - no need to allocate sale to other items. Both have the same function when creating a sales order --> Invent Pick List-->Ship-->Invoice . Pick list does not show freight and as a result if you create sales invoice from pick list it will not show the freight from sales order. What I had to do was create a shipment out of the pick list and then go back to sales order, post as ship & invoice. Not sure if there is a better setup to streamline picklist to invoice with freight items?

I don't think charge items help in this and it creates extra steps anyway

Thanks

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Dynamics 365 Business Central

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Bilal Haider 414 on at

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Hi,

Inventory pick list will not have his item because this item type is not inventory. Item Charge should ideally be used for Freight but it increases one more step of assigning.

I had faced similar issue in old version of NAV. To solve this I had written code that assigns and posts this Freight line before posting of Sales Order. In your case you can write code that posts this line as you create inventory pick list.

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jerome77 on at

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Hi

On 1 hand you have extra step to use item charge, but I have the feeling that you have extra step needed if you use your workaround... So not sure what is best here. Also is cost impact correct using this process? Assigning item charge is a way to add extra cost to the item whereas here you are using another item to support cost... So is this efficient from a cost perspective? If this is fine for you then, maybe a custo is needed here

Jerome

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Anita75 1,165 on at

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This is on sales side and as such there is no cost impact as we only require freight charges to hit revenue side. So if I use a charge item it does not provide any additional value and actually create an extra step of assigning. When you look at the GL entries it adds another line - say CR Freight Revenue in either case (charge items or Service type). If I try to assign a charge item on sales order and then create *** list, pick, try to invoice sales order I get will get this error "The order line that the item charge was originally assigned to has been fully posted". So there is no solution to this problem by design of the system - to automatically allocate freight item from sales order to invoice when using pick process.

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Community Member on at

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Anita,

I took your example and ran this thru my Cronus database of BC. Here are my 2 Items:

The first one is a real inventory Item. The second is an Item set to Service (pic below), with a Retail Price I preset to $50.00

The top pic is the Sales Order. I entered both and then clicked Actions/Print/Pick Instructions. Below is what printed.

I recall you stated you set your Item to Non-Stock, which, as Bilal mentioned, will not appear on the Pick Instructions.

Hope this helps.

Thanks,

Steve

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Bilal Haider 414 on at

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Pick instruction and Inventory Pick are different things. Anita is talking about Inventory pick.

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Community Member on at

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Bilal,

Thanks. SO this Location Requires Inventory Pick, which is different from what I outlined above. Since this is the case and when you are Posting the Inventory Pick, you choose Ship & Invoice, then I would highly recommend moving back to Charge(Item). Then when you Post Ship& Invoice all the lines will process as Bilal mentions.

Thanks,

Steve

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Anita75 1,165 on at

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Thanks Guys..The issue is even with charge items you have to go back to sales order and complete the invoice for both items to appear on the invoice. Plus with charge items you have this assignment step without adding any value. So my guess is as Bilal said if we need to streamline this process will have to customize

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