Need help in SO packing slip & invoicing process

(0) Share

Report

Posted on by Community Member

Create a SO line for 10,000 quantities

Packing slip=5000

Invoice = 8000

Sales order line & sales order status remains as open order...shudnt it become partially invoiced?? Is there a status of partial delivery in AX SO?

WHen i try to do packslip for remaining 5000 quantity, im getting error on over delivery, but it accepts to post 2000 quantity.

Question: Without doing a Packing Slip(for 3000 quantity), im able to invoice the quantity(8000). After invoicing the unpacked quantity (5000) im not able to post packing slip for unpacked quantity(3000) but system allows to do packing slip for uninvoiced quantity(2000)

Is the system working in the rite way?? or Am i missing any configuration?? Can we expect the user to do these scenarios?

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (0)

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hi,

How and why did you invoice 8000 items if you only shipped 5000?

Best regards,

Ludwig

Was this reply helpful? Yes No
Javirrubio 965 on at

Like (0)

Report

Hi,

The only status are Open Order, Sent (all quantities have been sent) and Invoiced (all quantities have been invoiced). There're no other status. If you sent 5000 but Invoiced 8000, in terms of AX, you have shipped 8000. When you posted the Invoice for 8000, Ax selected the 5000 you already sent and another 3000 (it physically updated 3000 units - Send and invoice in one go). There's no way to Invoice something without sending (physical update) it as well. Just telling how AX works

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks for the response sir...Without sending 3000, im able to invoice it rite?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

During invoicing, i selected the quantity as All (not packing slip) hence was able to edit the quantity field in the lines and hence invoiced.

If you ask me why, im trying different scenarios which the user can do. I understand thats not the process though. If it is not rite, why does AX allow it?

Was this reply helpful? Yes No
Guy Terry 28,924 Moderator on at

Like (0)

Report

Hi

AX allows it because there are some that post the invoice without using a packing slip at all.

There is a setting on the item model group who you can use to block invoicing more than has been packing slip updated.

[View:https://technet.microsoft.com/en-us/library/aa577092.aspx]

The parameter is 'Deduction requirements'.

However that might be overkill (perhaps sometimes you might need to pay an invoice without a picking slip).

You could just not use quantity 'All' when posting the invoice.

Also, where packing slips are used, it is possible that inventory dimensions like location, batch, pallet are in use. In these cases, posting the packing slip ensures that AX knows what batch was sent, or from which location. Without this information, the invoice posting will fail. In this way, the we can enforce that the pre-invoice tasks are completed without using that setting on the item model group.

Was this reply helpful? Yes No
Chandra Wijaya Seti... 1,145 on at

Like (0)

Report

Recommended process flow:
1. Create Sales Order.

2. Packing Slip/Delivery Note.

3. Posting Invoice
You should always posting invoice based on "packing slip" qty. Not "All". unless you know what you are doing.

In AX you can skip packing slip process if you dont make mandatory requirement on item model group as per previous reply. It is highly recommended for not let user doing this mistake (invoice qty more than delivered/packing slip qty).

Direct invoice without packing slip by chosing "all" ,means you are doing "Packing slip" and "Invoice" at same time therefore you can't do packing slip for "Invoiced qty" because the goods has been issued.

Hope it helps.

Was this reply helpful? Yes No