Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Assigning Sales Lines ...
Microsoft Dynamics NAV (Archived)

Assigning Sales Lines to Individual Parcels

(0) ShareShare
ReportReport
Posted on by Casper Leibowitz 470

Hi everyone,

I'm trying to figure out if there's a way to manage parcels when shipping.

Let me explain. Suppose you're shipping 50 units of Widget #1 and 25 units of Widget #2. 15 units of each widget can fit inside a generic shipping parcel.

Right now, if the customer asks to give an account of what is inside each parcel, I have no other choice than to fragment the sales lines. In the previously described case, it would look like that :

  • Line 1 : 15 units of Widget #1
  • Line 2 : 15 units of Widget #1
  • Line 3 : 15 units of Widget #1
  • Line 4 : 5 units of Widget #1
  • Line 5 : 15 units of Widget #2
  • Line 6 : 10 units of Widget #2

Afterwards, all of this becomes a sales invoice, which is probably not very convenient for the customer.

(Luckily, we don't many customers that ask for such requirements. Probably not enough to justify purchasing Lanham E-Ship...)

Does somebody know how to do it?

Thanks!

*This post is locked for comments

  • Verified answer
    Alex A Profile Picture
    Alex A 2,348 on at
    RE: Assigning Sales Lines to Individual Parcels

    This is a common difficulty - trying to determine how Shipping will package the order before they even get the order.

    In some instances the only way to do it is to have shipping package the order and then send notice back to customer service on how it was packed (how many packages) and how much each package weighs.

    This same problem makes pre-quoting shipping costs very difficult because you don't really know how it will be packed or how much each package will weigh. This issue gets more complicated the more Items you sell of varying sizes and weights.

    Lanham E-Ship keeps track of how the items are packed (which items are in each package) but this will only help you if the customer calls after it has already been picked and packed.

    If you can't do it the other way around, then an interim solution is similar to what you're doing - prescribe to shipping exactly how your order will be packaged... but how long will your customer service folks be able to determine that? How long until you sell more than 2 widgets of a standard size where you can determine how it will be packed?

    One thing I might suggest is using the Comments to prescribe to shipping how to pack the order (as Alexander has suggested) because these comments can be included in E-Mail, displayed on the Order Confirmation, displayed on the Pick Ticket, or displayed on the Shipment for the packing stations to see. This way you can get the instructions to the warehouse without giving your customers the messy invoices.

  • Casper Leibowitz Profile Picture
    Casper Leibowitz 470 on at
    RE: Assigning Sales Lines to Individual Parcels

    Thank you Alexander and Amol. Both answers make sense. In addition, I guess it would be possible to tweak the invoice form by including "Sum.Ifs" style coding lines.

    While we're discussing this, I noticed the fields "Parcels", "Net Weight", "Gross Weight" and "Volume" in the Sales Shipment Statistics window. Do you know for what it's for?

  • Verified answer
    Amol Salvi Profile Picture
    Amol Salvi 18,694 on at
    RE: Assigning Sales Lines to Individual Parcels

    You can adjust it on Invoice report by breaking all the lines on invoice screen as customer will see the invoice report.

    Hope this will help

  • Verified answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Assigning Sales Lines to Individual Parcels

    In what format does the client require to give an account of what is inside each parcel - in addition to sales invoice? If I would be the customer, the presented solution of breaking the lines would satisfy me as each line contains different information about the tracking lot. If you do not want to have such sales invoice, then you can enter just two lines, and show you breakdown somewhere else - e.g., in the comments or notes to the sales order, from where they can be copypasted to an email to customer.

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

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans