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A few questions about sales orders

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Posted on by fvl92

Hello there,

I have some questions regarding sales orders, that maybe someone here is capable of answering?

Use Case:

We are delivering human services (say HelpDesk hours for our customer). The customer orders 120 hours over 12 months. So, each month we invoice 10 hours

Question1: How to handle multiple delivery dates?

For legal reasons, the delivery date is important
When I invoiced the first delivery, the status proceeded to approve
This locks the delivery date. Does that mean every month when I want to invoice, I have to set the status back to open, change the delivery date and then invoice? Is there any better way?

Questions2: How to not automatically close sales order after they are fulfilled

The actual hours that we deliver might wary while on the project
The sales quote is closing automatically after it is fulfilled.
Now the sales order closed, but there might still be some hours demanded by the customer, how to handle this?

Questions 3: Cancellation of the sales invoice, how to add the cancelled volume back to the sales order

Sales Order → Invoice → Customer pays
Now we want to cancel the invoice
Now the Sales Order shows 10 delivered hours, even though they are cancelled.
How do I restore them to the sales order, so it is the volume it was before the cancellation

Thanks a lot for your help!

Greetings

Categories:

Dynamics 365 Business Central

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YUN ZHU 74,036 Super User 2024 Season 2 on at

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RE: A few questions about sales orders

Hi, hope the following helps as well.

Regarding question 1, you can try to use Warehouse Shipments. This way you can split shipments without affecting the order.

More details: https://learn.microsoft.com/en-us/dynamics365/business-central/warehouse-how-ship-items#ship-items-with-a-warehouse-shipment

Regarding question 2, you can try posting on Sales Invoice instead of directly posting on Sales Order.

More details: How to keep Orders after completely invoiced

https://yzhums.com/14923/

Thanks.

ZHU
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Dallefeld 11,425 User Group Leader on at

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RE: A few questions about sales orders

You might want to consider using Jobs. Setup your 12 monthly billings with the desired planning date. You can record time to the job either for budget comparison or for billing. No need to worry about sales orders and quotes closing unexpectedly. You us the Job Process to Create Invoices.

I bill hours and this is what I use...Jobs in Business Central.
fvl92 40 on at

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RE: A few questions about sales orders

Hello Amit! Thank you kindly for your answers. Could you please elaborate on Ans1: Where can I set the delivery date?
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Amit_Sharma 2,545 on at

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RE: A few questions about sales orders

Hi,

Ans 1: You can manage delivery date in Sales Line

Ans 2: When Sales Order fully poste, system auto delete the Sales Order. If you want Sales Order History, then use Sales Archive feature

Ans 3: Refer the below link for cancellation and make replica of sales order again.

https://erpconsultors.com/correct-or-cancel-a-posted-sales-invoice-in-d365/

Regards

Amit Sharma

www.erpconsultors.com