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Create picking list with different journal

Posted on by Microsoft Employee

Hi, I created a new ordertype and for this type the picking list should not post an issue but a Transfer. what is the best way to do this.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create picking list with different journal

    Hi André Sound similar to what I plan to do.  I will have one line with positive qty for the rental and later one negative for the return plus one Service item line with the fees.

    Because the Items for rental are on stock I want to create a "picking list" which will just do a transfer to a specific warehouse so that the goods are not on stock anymore. Later on I will print a "proForma-Packingslip for that line and store it somehow in the System

    Returning will happen by creating a negative line and return the transfered good from first line to the Standard warehouse

    the third line (Service item) is just to invoice the Order and create an invoice for the rental costs

  • Suggested answer
    Fredrik Sætre Profile Picture
    Fredrik Sætre 12,644 on at
    RE: Create picking list with different journal

    No standard, out of the box solution for that one.

    You could solve it by using the case management and just extending it slightly... My blog holds the key to extending the case entities. Just search for "case entities". Tie together transfer orders and a sales order with a service line.

    If this is just a small part of the business I would go for a simple solution to fix the sales ordre. Create two lines. One for the rented goods outbound and one for the goods inbound (potentially with a new field for duration of the rental as well). Keep in mind that you would have to take into account the variation of the two lines to give you an invoice. This is also not a very good solution for long term rentals or good book keeping.

    Another way would be to use two transfer orders and link them to a service or subscription sales order. That would work for long time and would move the item physically. You could also use the Asset as a financial dimension giving you a full 360 view. Also you should create a rental register to hold items available for rent and keep history and tracking (Serial numbers takes you a long way).

    If this is a major part of the business, you would have to look for third party solutions or hiring a consultant to go through this and create a perfect fit solution. Costly, but if done right gives you a business advantage.

    Good luck.

  • reachnaidu Profile Picture
    reachnaidu 890 on at
    RE: Create picking list with different journal

    Hi Chris,

    Just a Doubt , how do you track whether the customer has received your goods if the pickinglist only transfers the goods from main warehouse to Special warehouse , Is the packingSlip out of scope ? Thanks in advance

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,564 Super User 2024 Season 2 on at
    RE: Create picking list with different journal

    Hi Chris,

    Thanks for the explanation. In the past we had solved a similar requirement by creating two order lines: positive and negative for return. This was handled more smoothly with a customization. When the item was returned, we only invoiced the rental. But at that time the (service) item was not transferred to another warehouse.

    Probably your requirement might be slightly different. For sure it then needs to have a customization to generate a transfer. The best way? This would require some study in the posting classes to see where to interact. A new class like "SalesFormLetter_PackingSlipRental" might be used to differentiate, but I'm not verifying this.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create picking list with different journal

    Hi André

    For sure. it is on Sales side. What I want to do is to create something like a rental. The goods are only rented by our customer and will be returned later on therefor the create that Special ordertype, the pickinglist should be posted but only to Transfer the goods in a Special warehouse (for rental goods). the Order is kept open.

    When the return of the goods happens we create a negative copy of the position (just with a button click) and we add an other line with the rental fees. this will be posted (invoiced) here the goods will be "re"transfered to the Standard warehouse of the item and the fee line will be invoiced.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,564 Super User 2024 Season 2 on at
    RE: Create picking list with different journal

    Hi Chris,

    Where did you create a new ordertype? Sales, Purchase, ...? What is the functional requirement? Can you explain a bit more about the required process?

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