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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Shipping documents wit...
Microsoft Dynamics NAV (Archived)

Shipping documents without sales order

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Posted on by Community Member Microsoft Employee

Hi, 
Please help share ideas and solutions for the following scenario:

We receive our customers equipment from overseas and we have to check the equipment (at this point a sales order is created and base quote is sent to customer with repair estimate) . 
Now the challenge is sending the equipment overseas for maintenance (Supplier and Manufacturer that we represent), so we need to create a set of documents (Packing list & Commercial invoice) to send items overseas for custom and logistics purposes. Please note that we have to prepare a purchase order to the supplier for the maintenance.

How could we handle this situation?  

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Shipping documents without sales order

    I would like to use the existing Packing  list, delivery order and commercial invoices reports that are being used under Sales orders.. but with different No.s

  • mmv Profile Picture
    mmv 11,467 on at
    RE: Shipping documents without sales order

    Hi,

    I mean the details to be printed and the layout.

    Best Regards,

    MMV

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Shipping documents without sales order

    Hi MMV,

    Do you mean format as in (pdf, excel, word) or format as in (report design) ?

    Regards

    Rami

  • mmv Profile Picture
    mmv 11,467 on at
    RE: Shipping documents without sales order

    hi,

    The customization purely depends on the format of the document you are expecting.

    Best Regards,

    MMV

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Shipping documents without sales order

    Hi Steven,

    This would be the ideal solution, unfortunately our Microsoft Partner said its not doable. I guess they do now want to venture into customization.

    In your opinion, is it an easy customization?  I don't mind using the default documents in the sales order but for the purchase orders (just changing the doc numbers to avoid confusion)

    Best Regards

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Shipping documents without sales order

    Hi,

    No loading at the moment.

    I am stuck producing shipping documents for equipment going for maintenance to our supplier.

  • stevdeb Profile Picture
    stevdeb 650 on at
    RE: Shipping documents without sales order

    Hi,

    You could create some alternative (shipment, customs) document layouts which you can print from the purchase order. Just to keep it simple;-).

    Regards,

    Steven

  • mmv Profile Picture
    mmv 11,467 on at
    RE: Shipping documents without sales order

    Hi,

    Would you be loading this Maintenance expense to the cost of the equipment?

    At which point, you are stuck?

    Best Regards,

    MMV

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