Sales order invoice with product and service items

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Hello,

If we are not using the Charge code in the sales order. How can we post a sales invoice that contains all delivered item and a service item?

For example, I have a Sales order with first line = product, second line = service item. I post the delivery note for half of the product quantity. I want to do a first invoice with the delivered quantity and the service item. Later, I will to the delivery for the remaining quantity and invoice the second delivery note.

If I chose the option ALL, everything will be post in one invoice

If I chose the option Picked quantity and not stocked product: only the service item is shown, because the status of the product item is delivered and not picked.

If you have any idea, thanks to share.

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Prashant Singh 8,802 on at

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Dear Violaine,

Your question is really good. I did testing in my test environment. One thing I will suggest you here if you want to post invoice stocked item partially and service item. During packing slip pick(Register) the item manually and post packing slip with desired qty. And during invoice invoice the packing slip qty. So It will bring picked item and service item both.

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Community Member on at

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Hello,

Thanks for your answer. But in this case, I won't have a delivery note for my customer?

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Prashant Singh 8,802 on at

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Dear Violaine,

You will have delivery not for your customer. Coz you are doing packing slip. I am telling you to register item partially and then make packing slip.

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Guy Terry 28,924 Moderator on at

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Hi Violaine,

When you post the first Delivery note, choose Quantity = 'Picked quantity and not stocked products'. Then, when you post the first Invoice, choose Quantity = 'Delivery note'.

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GVZ 70 on at

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Hi, sorry to pick up on this old post, but what if the delivery note is posed from the load (using WHS). The quantity field is input protected as the 'quantity' appears to be retrieved in hardcoded way. There is no option to choose 'Picked quantity and not stocked product'.

Regards, Geert

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Arslanguler 149 on at

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Hi Geert,

Any solution to that issue? I have service lines in SO, and pick the stocked item through WHS.

I want to post packing slip with items picked + service lines, but I cannot get the service lines in the packing slip.

That works through sales order directly, but not through shipment.

Thanks

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GVZ 70 on at

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Hi, It seems there is no real option to include service items. One workaround explained in www.yammer.com/dynamicsaxfeedbackprograms is to setup service items as dummy inventory items, and auto complete picking work for those... Not ideal, but might work in some cases. Regards, Geert

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