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Post sales invoice without affecting inventory

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Posted on by Angel Arteaga

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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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Community Member Microsoft Employee on at

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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.
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Alexander Ermakov 28,094 on at

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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?
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Suresh Kulla 43,745 on at

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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 155 on at

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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 155 on at

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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"
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Alexander Ermakov 28,094 on at

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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
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Suresh Kulla 43,745 on at

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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 ?
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Alexander Ermakov 28,094 on at

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RE: Post sales invoice without affecting inventory

There is actually a way described here which I remember:

dynamicsuser.net/.../19299
Alexander Ermakov 28,094 on at

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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 :-).
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Community Member Microsoft Employee on at

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RE: Post sales invoice without affecting inventory

Alexander,

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