Resource with "Qty to Ship"

(2) Share

Report

Posted on by GS-17051342-0

186

Hi,

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

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (3)

Answers (1)

Verified answer

Valentin Castravet 28,550 Super User 2025 Season 2 on at

Like (0)

Report

Resource with "Qty to Ship"

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

Was this reply helpful? Yes No
Suggested answer

Ben Baxter 6,231 Super User 2025 Season 2 on at

Like (1)

Report

Resource with "Qty to Ship"

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

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 90,734 Super User 2025 Season 2 on at

Like (0)

Report

Resource with "Qty to Ship"

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

Was this reply helpful? Yes No