Sales Invoice from job for item with serial number

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Posted on by kristien

Hello,

I have an item with SN tracking.

I have made a Job with a job planning line for that item (both budget and billable)

I have made a purchase invoice linked to the job and job task for that item, where I have set the serial number of the purchased item.

Now I want to make a Sales invoice referring to that serial number, but that seems not be possible. Why?

Kind Regards

Business Central Online Version

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Inge M. Bruvik 1,111 Moderator on at

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Are you creating the sales order from the Job module? There is most likely a reservation on that item against the job it was purchased for - that means that you can not put that SN on a manually created sales order.

You need to run the invoicing process from the job.

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YUN ZHU 95,748 Super User 2025 Season 2 on at

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Hi, I'm curious what your error message is?

I suggest you go to Item Ledger Entries page to check the Lot number you created to check whether the inventory is sufficient.

Hope this helps as well.

Thanks.

ZHU

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kristien 17 on at

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Hello,

When you make a purchase invoice of an item, and you fill in the job number and job task, (and you also set the serial number), there is +1 in stock and immediately a -1 on the stock because this stock is "placed" on the job.

Whe you the make an sales invoice to the customer, starting within the job from the job planning lines, you cannot select the serial number of the item. But I want to put the serial number of the Item that i Sell on the sales invoice. How can I do that?

I tried to make the Sales Invoice from within the JobCard on the Job Planning Lines and also from the JobList with the function to create Sales Invoices, but the result is the same.

What do you mean with "run the invoicing process from the job", According to me, that is exacly what I have done.

Attached some printscreens of the process

Invoice-Item-with-serial-number-from-job.docx

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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Unfortunately, this will require a custom extension or an app from AppSource. Base BC does not let you create Sales Lines with Item Tracking defined when the Sales Line was created from the Job.

The Serialized Item will enter inventory on the purchase order and consumed from inventory during a Job Journal transaction. This will zero the inventory and reference the Serial number on the Job Ledger Entry. Without customization there is no way to get the Serial information onto the Sales Invoice using the standard "Create Sales Invoice" from the Job.

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kristien 17 on at

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Hi, Thanks for your answer,

but if you cannot create from a Job a Sales invoice with Tracking , what is the purpose then of the function in the Job Planning Lines: "Process" >> "Item Tracking Lines" to set serial numbers or lot numbers for the Item?

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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To prep the Job Journal entry. There is a function to "Create Job Journal Lines" from the Job Planning Lines. This is used to auto-fill the Job Journal with what is going to be consumed on the Job.

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