Resource with "Qty to Ship"

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Posted on by GS-17051342-0

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Hi,

We bill for labor hours. We utilize the resource category. Why is the system asking to ship resource items.

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Dynamics 365 Business Central

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YUN ZHU 95,311 Super User 2025 Season 2 on at

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Hi, because it is similar to Item, if you post it on Sales Order, it is divided into two stages: "Execution" and "Invoice", this may not happen at the same time.

If you don't need to manage "Qty to Ship", you can directly create Sales Invoice instead of Sales Order.

Hope this helps.

Thanks.

ZHU

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Ben Baxter 6,559 Super User 2025 Season 2 on at

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Remaining with the Sales Order also gives you some flexibility. Since the invoicing is only allowed after "shipping", if there are labor hours that are entered but not yet ready to be billed you can blank the Qty. to Ship and those lines will remain open until that phase of the project is ready to be billed.

As a side note, if you are estimating your projects prior to the billing you should consider using the Jobs module. This will allow you to estimate the project, track your labor time, and bill directly from the Job. This gives you greater analytical options for tracking estimate vs. actual and overall project profitability.

P.S. If you found this answer helpful, please mark it as a Verified Answer to help other forum Users.

Best Regards,

Ben Baxter

Accent Software Inc

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Valentin Castravet 31,264 Super User 2025 Season 2 on at

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The posting routine in the system is consistent across all sales and document line types. Regardless if your sales order/invoice lines are for G/L Accounts, Items, Resources - the system will always "ship" and invoice the line.

Valentin Castravet

Zander ERP Services

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