Supply chain | Supply Chain Management, Commerce

Trial Order and Bill Later

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Posted on by sandipdjadhav

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Hello Team,

May I know how I can handle Trial Order and Bill Later?

We have below scenario.

Trial Order has been created with 0 unit price --> Shipped the product to customers with 0 Invoice Amount.

After 3 Months customers like the product and he want to buy it. How to handle this scenario? In Invoice Presentment I want to include the Original Product details.

FYI- we are not using Free Text Invoices functionality.

Thanks much
Sandip Jadhav

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Dynamics 365 Supply Chain Management

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Laurens vd Tang 4,869 Super User 2026 Season 1 on at

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Hi Sandip Jadhav,

Would it be possible to add a service item to an already invoiced sales order and create a second invoice for the service item?

Best regards,
Laurens van der Tang

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Giorgio Bonacorsi 3,439 on at

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Hello,

If you want to post the COGS, you can add two lines:

- First line: item with zero value and negative quantity.
- Second line: item with positive quantity and correct value.

Invoice both zero price lines together (without sending to the customer), and create a separate invoice for the positive line with price only.
If you are not interested in posting COGS (or prefer to post it manually), follow Laurens’ solution.

Thank you,
Giorgio

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sandipdjadhav 18,335 on at

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Hello @Laurens vd Tang,

Thanks much for your reply. How will handle the Invoice presentment. I need to show the original product number and item description on Invoice.

Thanks much

Sandip

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sandipdjadhav 18,335 on at

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Hello @Giorgio,

Need to check your solution.

Thanks much
Sandip

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Laurens vd Tang 4,869 Super User 2026 Season 1 on at

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Hello Sandip,

There are a few options:

Mention the original product number in the field "Text"

Configure an external item number with original product number for the service item

Best regards,

Laurens van der Tang

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André Arnaud de Cal... 305,643 Super User 2026 Season 1 on at

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Hi Sandip,

Both of the options mentions above can work. For a margin report possibility, I would suggest the option mentioned by Giorgio.

Who is the owner of the item when it is in trial? If it is your organization, you can also use a transfer order to move the item to a customer warehouse. When the item is being returned, you can transfer it again. When the client wants to keep the product, after e.g. three months, you can create an order and invoice the item from the customer warehouse.

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