How do Non-Stocked products affect Sales transactions?

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Posted on by MSilva

When searching online for the differences between configuring an item as a stocked product versus a non-stocked product (specifically regarding item model groups and related dimension groups that involve inventory tracking), I found many guides and explanations. However, I still lack a clear understanding of how this affects transactions involving these types of items. Specifically, I am curious about the impact of using items that are not tracked at the inventory level (meaning there should be no inventory transactions, as they represent intangible services) when it comes to sales orders and customer invoicing.

With stocked products, we typically generate packing slips. What is the difference with non-stocked products? Is it still necessary to create packing slips after processing a sales order, or do we have the flexibility to create the order and invoice the customer in a simpler manner? Additionally, how does this affect the cancellation or reopening of previously canceled orders? Does it still make sense to use the SalesUpdateRemain class to cancel or reopen orders based on the delivery remainder and quantities passed as parameters (which would always be 1), like:

public void cancelSalesOrder(SalesTable _salesTable)
{
    SalesUpdateRemain::cancelRemainderOnOpenSalesLines(_salesTable);
}

public void reopenCanceledSalesOrder(SalesTable _salesTable)
{
    SalesLine salesLine;

    while select forUpdate salesLine
        where salesLine.SalesId == _salesTable.SalesId
    {
        SalesUpdateRemain::updateDeliveryRemainder(salesLine, 1, 1);
    }
}

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Dynamics 365 Finance

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André Arnaud de Cal... 301,171 Super User 2025 Season 2 on at

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Hi MSilva,

When you have an item model group for non-stocked items, you can disable the option for requiring the posting of a packing slip. (It would be still possible anyway.) You can then directly post the invoice.

Can you explain the part of your question where you ask about the delivery remainder?

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MSilva 36 on at

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Hi André, thanks for your input.

Would you mind telling me where the option for requiring the posting of a packing slip is located at? I can see that on the item model group form we have multiple settings related to physical inventory and inventory policies, but nothing that directly states "packing slips" 🤔 Anyways, that's good to hear, as we won't be needing them on the non-stock item model group.

As for the second question, I'm mostly talking about X++ code wise. Since we were using stocked products and physical inventory, our code was using the mentioned methods whenever we wanted to cancel an order or reopen a previously canceled order (part of an integration that would run automatically). With the shift from stock to non-stock, will the methods still work the same or does something change since all inventory / quantity / delivery values are a bit more abstract?

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