web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Quantity to Invoice
Small and medium business | Business Central, N...
Answered

Quantity to Invoice

(1) ShareShare
ReportReport
Posted on by LF-16052033-0 490
Hello experts, 
 
How do you get the quantity to invoice to fill in automatically when you have completely shipped the line?
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 28,695 Super User 2025 Season 2 on at
    Quantity to Invoice
    Yes, good point - setting the Default Quantity to Ship field to Remainder will populate both the Qty. to Ship and Qty. to Invoice fields on sales lines prior to any posting, and also after posting on a sales lines, not only after posting. 
     
    Personally, I would say setting it up to Blank or Reminder is really dependent on the business processes, as opposed to generally setting it to Blank. Sure, there are instances where it can cause issues, but there also a dozen scenarios where setting up to Blank requires manually populating the Qty. to Ship and Qty. to Invoice fields which is just a waste of time if its not required. 
     
    As to the Qty. to Invoice field being populated with the amount that was shipped when a sales line is shipped - as far as I can tell this does not happen in the NA version of BC that contains no extensions/customizations. If you have the Default Quantity to Ship set to Reminder and you fully ship a sales line, then yes, in that case the Qty. to Invoice will equal the Quantity Shipped. However, if you ever partially ship you would run into issues assuming that Qty. to Invoice = Quantity Shipped. This is what I see:
     
    For example, if I partially ship a sales line:
     
    • Default Quantity is to Ship set to Blank:
    • I created a sales order with a quantity of 10 -> Qty. to Invoice remains blank 
    • I change the Qty. to Ship to 5  -> Qty. to Invoice remains blank 
    • I ship the 5 -> Qty. to Invoice remains blank 
     
     
    • Default Quantity is to Ship set to Reminder: 
    • I created a sales order with a quantity of 10 -> Qty. to Invoice changes to 10
    • I change the Qty. to Ship to 5 -> Qty. to Invoice changes to equal the Qty. to Ship, which is 5
    • I ship the 5 -> Qty. to Invoice changes to 10
     
    Essentially:
     
    • If Default Quantity to Ship is set to Blank 
    • Qty. to Invoice is never populated
     
    • If Default Quantity to Ship is set to Reminder
    • If you initially populate the Quantity field in a new document -> Qty. to Invoice will equal the value in the Quantity field
    • If you change/update the Quantity field -> Qty. to Invoice will change to the new Quantity
    • If you change the Qty. to Ship field -> Qty. to Invoice will change to Qty. To Ship + Quantity Shipped
    • When you ship without invoicing -> Qty. to Invoice changes to the remainder (Quantity - Quantity Invoiced). So the Qty. to Invoice will only equal to the Quantity Shipped if the line is fully shipped. 
     
    Valentin Castravet
    Zander ERP Services
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 6,261 Super User 2025 Season 2 on at
    Quantity to Invoice
    Just to add some clarification, using the "Default Quantity to Ship" = "Remainder" will populate BOTH the "Qty. to Ship" and "Qty. to Invoice" fields PRIOR to any shipments on the line.  This has the potential to allow a User to fully ship and invoice a line on accident, and we generally recommend this be set to Blank.
     
    When you Post a Sales Line as Shipped, the Qty. to Invoice field populates with the amount that was Shipped.  This happens automatically so you can have a Job Queue invoice lines that have been Shipped but not Invoiced.
     
    If your Qty. to Invoice field is NOT populating based on a shipment being posted, you need to review any extensions that may be adversely impacting this functionality.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 28,695 Super User 2025 Season 2 on at
    Quantity to Invoice
    In the Sales & Receivables Setup Page, set the Default Quantity to Ship field to Remainder. This will automatically calculate and populate the Qty. to Ship and Qty. to Invoice fields on sales lines.
     
     
    Valentin Castravet
    Zander ERP Services

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

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Our Community Code of Conduct has been updated!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

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

#1
Sumit Singh Profile Picture

Sumit Singh 3,165

#2
Sohail Ahmed Profile Picture

Sohail Ahmed 2,682 Super User 2025 Season 2

#3
Nimsara Jayathilaka. Profile Picture

Nimsara Jayathilaka. 2,299

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans