how can i split sales order line in dynamics 365 for operation ?
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sure
i used the standard delivery schedule for the lines which i want to split in D365 you can select the SO line then open the Sales Order line tape you can find delivery schedule , when you open the delivery schedule you can split the sales order line to many lines
Hi Magdy Mansour,
Can you provide some additional information on your solution that might also help other community members?
Did you make a system modification, split the lines manually, find another standard feature, etc.?
It would be great if you could share.
Many thanks and best regards,
Ludwig
thank you Ludwing
i found somthing interested and solve the point to me that when i use the delivery schedule the SO line create two SO lines (split ) with total quantity equal to the parent SO line
Thank you for your feedback. I believe that it would be sufficient to split the lines manually. That is because once your sales order is confirmed you can always follow up what has been confirmed in the first place through the SO confirmation journal form in the sell tab of the SO.
If you change things later on - for example split lines - and confirm the SO again then you have a track record of your SO and can always link it back to the original quotation.
If this is not sufficient for your purposes you are left with the option to implement a system modification as Vilmos suggested further above.
Best regards,
the sales order is coming from confirmed sales quotation and after creating the sales order another department (operation department) is working on it so we need to keep the total quantity as confirmed quotation and give the operation department the authority to only split the quantity (not more not less the quotation quantity) in two or more lines
How are your sales order lines entered today (manually or through an upload)?
If you enter them manually at the moment I can't see a difference between entering one line or two lines.
The risk of data entry errors is the same.
The inventory transactions behind the sales lines have had the "Split" functionality in all versions so far, it should be in D365fO as well. Can't you make it that way that you see your original sales line with Qty 100, and then you just do a split of the on order transaction behind, with which you can have 60+40 in the background using Standard AX, with no possibility to lose the original record quantity?
If you still want to split the sales line itself, that would require development.
sales manager afraid from mistakes in the data entry , he need it to be as in the delivery schedule
Why can't you simple record two sales order lines manually one with 60 and one with 40 units? Just reduce the quantity from 100 to 60 and create a second SO line with a quantity of 40?!
we need to divided the sales order line to be in two lines ex: we have a line with 100 units and we need to divided to two line with 60 unites and the other one 40 unites (like the delivery schedule but to be in different two SO lines ) because we have customized calculatione to be done on the SO line
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