Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to archive a sales...
Small and medium business | Business Central, N...
Suggested answer

How to archive a sales order with an outstanding charge out item on it?

(0) ShareShare
ReportReport
Posted on by KellyEnhanced 180

Morning All, 

One of our customers has an issue where they have managed to process a sales order and used the prepayment process and completed the shipment without applying the charge out item to the rest of the inventory item lines on the original sales order. We have tried to add another line to the original order and tried to apply the charge out item to that newly added line but to no avail. Is there any simple way of getting this sales order into posted sales orders or is there a certain procedure that we can do in the future if this scenario happens again? 

Any help would be gratefully received. 

Kind regards,

Kelly

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: How to archive a sales order with an outstanding charge out item on it?

    Great work, thank you for sharing. This will help others.

  • KellyEnhanced Profile Picture
    KellyEnhanced 180 on at
    RE: How to archive a sales order with an outstanding charge out item on it?

    Thank you to everyone that replied to my message I really appreciate it. However my colleagues and I managed to get a workaround to it and this is how to do it.

    1. First of all you need to find the shipment numbers for the original order lines and note these down

    2. Then select the charge line on the original order and click Line - Related information - Item Charge Assignment

    3. This opens the following screen where you can select Get Shipment Lines

    4. Select the correct shipment from the list provided by clicking on it and fill in the Qty to assign in the next screen. You can check that the remaining to assign is showing as zero and close out of the screen.

    5. You'll be then able to post the order and create a final invoice for the missing charge items.

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: How to archive a sales order with an outstanding charge out item on it?

    Hello,

    If needed, you can raise it to Microsoft for further assistance.

    Thank you.

  • KellyEnhanced Profile Picture
    KellyEnhanced 180 on at
    RE: How to archive a sales order with an outstanding charge out item on it?

    The problem is that this particular Sales order is still showing on the sales order list, it has not posted to history. That is what we are trying to do. But it has a yes in the complete shipping.

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,029 on at
    RE: How to archive a sales order with an outstanding charge out item on it?

    Hi,

    If Sales order is posted or archive, then it cannot be rollback. Do one thing Create Similar SO form copy document and apply the charges.

    Regards

    Amit Sharma

    www.erpconsultors.com

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
Sohail Ahmed Profile Picture

Sohail Ahmed 2,655

#2
Mansi Soni Profile Picture

Mansi Soni 1,574

#3
YUN ZHU Profile Picture

YUN ZHU 1,453 Super User 2025 Season 1

Last month Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans