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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?
Questions2: How to not automatically close sales order after they are fulfilled
Questions 3: Cancellation of the sales invoice, how to add the cancelled volume back to the sales order
Thanks a lot for your help!
Greetings
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
Thanks.
ZHU
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.
Hello Amit! Thank you kindly for your answers. Could you please elaborate on Ans1: Where can I set the delivery date?
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
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