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Microsoft Dynamics NAV (Archived)

Post sales invoice without affecting inventory

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Posted on by 155

Hi NAV experts!

I'm using dynamics NAV 2016 and our client wants to post a sales invoice but without affect product inventory...

is there a way to do this??

something like Post -> Invoice option in sales orders?

Thanks in advance!!

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Post sales invoice without affecting inventory

    In this case, Prepayment Invoice should be the ideal option.

    Book the Prepayment Invoice with 100% amount (or any Ad-Hoc Amount). Later you can start shipping / invoicing the items one by one, as needed.

    Hope this helps.

  • Suggested answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Post sales invoice without affecting inventory

    If hospital first receives the cash for a treatment, why they do not post it as a prepayment? This will be normal payment transaction. Then, you will post "Ship & Invoice" option when the actual shipment will take place. The printform of the invoice can be generated from unposted SO. What is the idea to post invoices without shipment first in this scenario?

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Post sales invoice without affecting inventory

    Angel,

    For that use the prepayment functionality in navision

    msdn.microsoft.com/.../hh174275(v=nav.90).aspx

  • Angel Arteaga Profile Picture
    Angel Arteaga 155 on at
    RE: Post sales invoice without affecting inventory

    Hi Suresh thanks for help

    This is a customer requirement, it is a hospital that first recieve cash for a treatment, only after that, they start to ship items to patients

  • Angel Arteaga Profile Picture
    Angel Arteaga 155 on at
    RE: Post sales invoice without affecting inventory

    Hi Alexander

    I have tried that option but Nav sends an error "Qty to invoice must be equal to -1, current value is 0"

  • Suggested answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Post sales invoice without affecting inventory

    There is a workaround, the idea is to post two additional lines to SO with G/L Account type:

    For first one, set Qty to Ship = 1 and Qty to invoice = 1

    For the second line set Qty to ship = -1 and qty to invoice = 0

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Post sales invoice without affecting inventory

    In Standard Navision you cannot do this, you need to ship to invoice which will affect inventory, we can customize to meet your requirements but let us know why they want to do this ?

  • Suggested answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Post sales invoice without affecting inventory

    There is actually a way described here which I remember:

    dynamicsuser.net/.../19299

  • Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Post sales invoice without affecting inventory

    Vishal, yes, you are right, that is true for standard W1 version.

    We have customers who uses this without items being shipped, looks like I'm too long with that customization :-).

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Post sales invoice without affecting inventory

    Alexander,

    You would not be able to invoice Items directly, without shipping them first.

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