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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / When I posted Sales In...
Small and medium business | Business Central, N...
Answered

When I posted Sales Invoice, the ledger doesn't reflect on the Customer Statements of accounts in Navision 2018

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Posted on by joshtechsolutions 4,359

Hi Community,

In my test environment, I created a Sales Order and post to ship. I didn't post Ship and invoiced.

Instead, I have gone to Sales Invoice to create an invoice, by copy document of that sales order so that I can invoice it.

So after I created Sales Invoice and posted invoice.

I went to the customer card and select the Statement (116) report.

however, I see other entries but I didn't see this entry.

Just in case my report my have some error. I tried another test.

This time, I went to create a sales order, but this time, I posted Ship and invoiced. So that it will become Posted sales Invoice.

I went back to the customer and check the Statement (116) report.

True enough, I see the SO being shown in the statement.

So now my question is why didn't my original sales order or at least the first sales invoice got registered on the Statement (116) report?

Appreciate your help.

Thank you!

  • Verified answer
    joshtechsolutions Profile Picture
    joshtechsolutions 4,359 on at
    RE: When I posted Sales Invoice, the ledger doesn't reflect on the Customer Statements of accounts in Navision 2018

    I see. Thanks Steve, that's much clearer !

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: When I posted Sales Invoice, the ledger doesn't reflect on the Customer Statements of accounts in Navision 2018

    Josh,

    Adding to all the replies here...

    If you are creating a Sales Invoice, when a single Sales Order has multiple Shipments, then using the Get Shipment Lines is a good idea. However, you still can Invoice from the Sales Order itself. Now, if you have MULTIPLE SALES ORDERS and you marked the Customer Card, field on Shipping Fast Tab called Combine Shipments = TRUE, then you would be using the Combine Shipment functionality for Shipping and Invoicing.

    Hope this helps.

    Thanks,

    Steve

  • Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: When I posted Sales Invoice, the ledger doesn't reflect on the Customer Statements of accounts in Navision 2018

    That makes sense if you use the combined shipment functionality.

  • Suggested answer
    joshtechsolutions Profile Picture
    joshtechsolutions 4,359 on at
    RE: When I posted Sales Invoice, the ledger doesn't reflect on the Customer Statements of accounts in Navision 2018

    Hi NorthW,

    Maybe my english wasn't clear. For both scenarios I have already created the sales order.

    But I realize the reason why it was not shown because my sales invoice did nnot use “Get Shipment Lines” to invoiced the Sales Order.

    Thank you!

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: When I posted Sales Invoice, the ledger doesn't reflect on the Customer Statements of accounts in Navision 2018

    In NAV you cannot post an invoice before you have posted the shipment. So when you said you only posted invoice that is not possible if you did not post shipment earlier or together with posting invoice.

    So maybe you got an error saying nothing to post the first time and you did not notice it?

    If you use sales invoice instead of sales order it will automatically post shipping and invoicing at the same time.

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