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Supply chain | Supply Chain Management, Commerce
Answered

Sales order Invoice for Service Product

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Posted on by 15

Dear Community.

I have a Service item in Released products with Item Model group Stocked item is NOT checked.

When I am trying to make a sales order for service item and confirming it , There is no option to pick or register the product.and when I add in the column deliver now the blocked option of picking enables but I am bot able to get the lines of sales order.

When I am trying to Generate the invoice its not getting the lines of the sales order intro the invoice.

Please help me in understanding the Sales order to invoice process for service items.


Thanks Regards,

Ahmed.

I have the same question (0)
  • Suggested answer
    Yair Villanueva Profile Picture
    on at

    Hi Ahmed

    When an item has an Item Model Group with no stocked item there isn't any inventory transactions, this is why is not possible to pick, register or to add any inventariable information.

    This is used for items that you want to be expensed but not to be tracked, also, service items are not supported for service BOMs

    docs.microsoft.com/.../set-up-items-and-services-for-not-stocked-trade

    community.dynamics.com/.../service-products-in-microsoft-dynamics-ax-2012

    Yair Villanueva

  • Verified answer
    Danny Bilodeau Profile Picture
    4,918 Super User 2025 Season 2 on at

    Hello Ahmed,

    As Yair explained, registration and picking is only availabel for Stocked items as you are picking an inventory item (in preparation for reducing the inventory at shipping).  

    However, you can still <deliver> a service as a condition for invoicing.  For example, I would want to confirm that a repair has been done before I send an invoice to the customer.  

    Process is straight forward:

    - Create Sales order with lines that include service items (or sales category);

    - Confirm Sales Order (not necessary but good practice)

    - On Pick and Pack click on Post Packing Slip. Select quantity parameter = All  and in the lines's section change the line quantity to reflect what has been <delivered>. Click OK to post the packing slip

    - If the line was fully delivered, you will see that its status is now <Delivered>.

    When you generate the invoice, you select the quantity parameter = Packing Slip. In the lines sections, you will see the quantities that were delivered earlier.

    Regards,

    Danny

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