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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Quote "lose...
Small and medium business | Business Central, N...
Suggested answer

Sales Quote "loses" serial numbers when transferred to Invoice

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Posted on by Marmeduke8

Good morning Folks

Any ideas on this issue would be apprecaited please.

We use serial numbers with the costing method of specific.  After the serials are allocated on the Sales Quote and the Quote is then transferred to the Sales Invoice, there is an issue on the Invoice around the serial numbers.   We can't look them up as the qty available is zero.   Our work-a-round was to manually enter the serial number and accept the qty shortage message.   We were then able to post our invoice.   However, the data in the reservation table 337 now displays the serials with a negative qty.

Our Inv Valuation report and the GL are still in balance.

Does anyone know if this is a bug or if there is an alternative way of handling this?   We don't want to use the Sales Order as the middle step.

Thank you

Below is table 337

pastedimage1652162816215v2.png

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,435 on at
    RE: Sales Quote "loses" serial numbers when transferred to Invoice

    Hi 

    My assumption is you go to Sales Quote then do Process -> Make Invoice. If you do this as you mentioned SN will not transfer and then you have the issue to add it back and then same issue you have described. 

    The easiest solution is (as Kim mentioned) to create SO and then ship and office. it is a cleaner process. But you mentioned you do not want to use that process as well. 

    The other solution is to go to Sales Invoice the Prepare -> Copy Document ( matching what Kim mentioned). Then copy Quote. But again you need to 1) go back to quote and remove SN from quote 2) then add here. This will solve your problem. 

    The last method is customization that let you go from quote to invoice and keep the SN. But I do not recommend this since need an expert to create such customization. 

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 173 User Group Leader on at
    RE: Sales Quote "loses" serial numbers when transferred to Invoice

    How are you transferring the quote information to the sales invoice? If you are using Copy Document are you recalculating lines? Copy Document is a simple copy is does not have code to remove the entries in table 337. Whereas, if you a Sales Order instead of a quote, the serial number issue would go away because code will move the reservation table entries to the sales order.

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