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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Sales Order Posting wi...
Microsoft Dynamics NAV (Archived)

Sales Order Posting with Cash as Payment Method

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Posted on by Kapil Kapoor 15

Hi All,

When I post a sales order (ship & invoice) with Payment Method Code as 'Cash' I get a message at the time of posting 'You cannot release a quote or make order unless you specify a customer on the quote. Do you want to create customer now?' with yes/no options. When I click on No the sales order gets posted. When I view customer ledger entries I see two entries with document types of Invoice & Payment. When I select the Payment line and click on Show Posted Document no document opens up.

Also, when I click on Navigate by selecting either the Invoice or the Payment Line I get a message 'This combination of  document number and posting date has been used more than once'.

Can somebody please let me know why I am getting the 1st message when I am posting a sales order with Cash Payment Method Code. Why system does not show me the posted payment and then gives me the document number message when I click on Navigate.

Thanks

Kapil

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  • Kapil Kapoor Profile Picture
    Kapil Kapoor 15 on at
    RE: Sales Order Posting with Cash as Payment Method

    Hi Alex,

    The item's Replenishment Method is Purchase and it is not a manufactured item. So I believe Manufacturing Policy should not have any impact. I got the same messages when I tried this transaction with other customers for whom I did not have any quotations in the system.

    No, the sales orders do not normally start with a quote. Any suggestions why I am getting these messages?

    Thanks

    Kapil

  • Suggested answer
    Alex A Profile Picture
    Alex A 2,348 on at
    RE: Sales Order Posting with Cash as Payment Method

    Double check your Item card to make sure that Item number JP001 has the correct Manufacturing Policy.

    In troubleshooting this: I'm wondering why your system is requiring a Quote... and a "customer on the quote". I noticed this customer currently has 3 Quotes... do your sales orders normally start out as quotes?

  • Kapil Kapoor Profile Picture
    Kapil Kapoor 15 on at
    RE: Sales Order Posting with Cash as Payment Method

    Hi Alex,

    I am selling a 'Make-to Stock' item. 

    Thanks 

    Kapil

     Nav-SO-Error1.PNG Nav-SO-Error1.PNG

  • Alex A Profile Picture
    Alex A 2,348 on at
    RE: Sales Order Posting with Cash as Payment Method

    Are you selling a 'Make to Order' item? Please post a screen shot of the Sales Order and the error.

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