Invoicing a different quantity than what is listed on a packing slip

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Posted on by XR-03052027-0

Hi, friends :)
I have a question regarding the current operational process in Dynamics 365 Finance & Operations.

Currently, we packing slip a certain quantity of liters to the customer. However, scraps occur during transit, and the customer receives less than the quantity stated on the packing slip. For example, if I make packing slip for 100 liters but the customer only receives 95 liters, I need to invoice the customer for the 95 liters actually received. The problem is that when I do this, the sales order does not change to the “Invoiced” status.

In order for the sales order to reach that status, I have to invoice the remaining 5 liters as well.

I need to be able to invoice only the quantity the customer actually received and have the sales order status change to “Invoiced” accordingly. Is there a way to achieve this in D365 F&O?

Thank you😊

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BillurSamdancioglu 21,448 Most Valuable Professional on at

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This depends on the regulations and the process you would like to proceed. You can post 95 first , then to reflect the loss, you can post the remaining 5 with a zero price.. If you do not want to post this to COGS, but to loss accounts, you may change the sales tax code and manage the accounting.Because this 5 has already been shipped but lost on the way. Another thing is that, customer may have expected to receive 5 more, so in this case, do they ask for this in the future? Also another option is that you post the 100 with the amount of 95. Because this qty has already been shipped. Or You can post invoice from 100 and the use a credit note invoice not for the qty but the amount difference of the 5.