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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Job Sales Invoice does...
Small and medium business | Business Central, N...
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Job Sales Invoice does not create item ledger entries

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Posted on by Peter Taylor FP 92
Hi All,
 
I am posting a job sales invoice for an item on a job planning line and no item ledger entries are created??!! Am I going mad??
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,440 Super User 2024 Season 2 on at
    Job Sales Invoice does not create item ledger entries
    I was working on a job related project and came across the post. It seems there are gaps between Jobs module and sales module. Here are the issues I noticed:
     
    1. when user creates a planning line for a qty of items. the items are not treated as demand in BC. It doesn't show as demand on item card. Nor the planning worksheet care about it. Even qty on job order shows zero in spite of the qty I put on the planning line. It shows the planning line if I click on the zero to drill into the planning line. this is obviously incorrect. 
    2. I created a sales invoice against the planning line and able to post it even there is no inventory. BC shows no error even the prevent negative in set to yes on sales and receivable setup.
    3. a sales shipment was posted due to the sales invoice, but NO item ledger entry was created. This is the weirdest things.
     
    So what Peter noticed is same as what I observed, which is not correct and need to handled with the below workaround.
     
    1. ensure there are sufficient qty for the jobs planning line, reserve the qty to the planning line if needed.
    2. manually create a sales order to reflect the demand and plan MRP if needed.
    3. don't just post sales invoice created from planning line without checking inventory for the above reason
     
    I posted my suggestions for improvements to ideas and hope MS could fix in future release.


    this is the link to the suggest improvements, please vote to make BC better.



     
    Jun Wang
     
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 5,027 Super User 2024 Season 2 on at
    Job Sales Invoice does not create item ledger entries
    This is standard functionality.  With Jobs, you are consuming the Item to the Job, which reduces the quantity on hand.  When you create a Sales Invoice for that Billable Job Planning Line you only want to capture the revenue, otherwise you would be double consuming the Item.  You should be able to see the consumption of the Item to the Job in the Item Ledger Entries.
     
    Hope this helps clear it up.  If you found this information helpful, please mark it as a Verified Answer.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
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    YUN ZHU Profile Picture
    YUN ZHU 75,802 Super User 2024 Season 2 on at
    Job Sales Invoice does not create item ledger entries
    Does the system generate Item Ledger Entries when you post an normal sales Invoice?
    If not, the option below may not be enabled.
     
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 993 Super User 2024 Season 1 on at
    Job Sales Invoice does not create item ledger entries
    Can it be that the item is defined as a none inventory item?
    That will explain why no item ledger entries are created.

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