Dynamics Community Forum Thread Details

Shipping Items on Jobs

Hello Team

I am new to the MS platform and would like to see if I can get any help

We have projects that are both professional services and shipping inventory items. We are setting these up as a job to track all the costs and WIP.

When we need to ship the items from the job, the only way I have been able to get the inventory linked to the job is to create a job journal for the lines. However, this is now not a sales order shipment, so we don’t have all the standard reporting.

I was unable to google anyone else having this problem with D365. Is there a way to do this or a different way we should be setting up these types of jobs?

if you have any questions or ideas please share them with me

Sadly this will need development or passing through the D365 ideas site to become standard. The former would be fairy involved if it followed a nice process flow like create a sales order, pick a job and task, ship it and that then posts usage and a sale on the job. There are some standard parts to the code that make the above description a challenge. A deviation from that might be more achievable such as creating a report from a job which looks at posted job ledger entries for usage of items and provides a shipment print out. Another could be per job have a new field which determines if shipment records should be created. On post of a job journal for items, for that job, a shipment record is created. The record could be like the sales shipment header and lines tables, or as close at it can be. You then create a document from there instead.

Interesting to see what other options forum members come up with

Quick Links

Leaderboard > Small and medium business | Business Central, NAV, RMS