Ship and Invoice Sales Documents in D365 BC:
(1) In this blog we will get to know about the process of Shipment and its Invoice with Sales Order in Business Central D365.
(2) For this, first Open the Sales Order as shown.
(3) After that, open the existing Sales Order from the Sales Order List, as shown.
(4) Sales Order Document opens and enters the value in “Qty. To Ship” & Qty. To Invoice”, as shown.
(a) First Condition: Ship & Invoice simultaneously, Value must be in both fields, as shown. For posting both documents, Refer to the third step for calculating the Sales Invoice Value.
After that, Press the Post button or Shortcut Key is F9 (1 qty in both fields), as shown.
(b) Second Condition: Ship, Value must be in Qty. to Ship field, as shown.
After that, Press the Post button or Shortcut Key is F9 (1 qty in one field), as shown.
(c) Third Condition: After Shipping the goods, Post the Invoice, Value must be in Qty. to the Invoice field, as shown.
After doing the above step, Calculate the Invoice value via the below option, as shown.
After that, Close the above window and Press the Post button or Shortcut Key is F9 (3 qty in one field), as shown.
Notes:
- You can partially and fully Ship the material, as per the availability of goods.
- You can partially and fully Invoice the document
- For Correcting the Sales Invoice or Reverse the Sales Invoice, refer to the link: https://erpconsultors.com/correct-or-cancel-a-posted-sales-invoice-in-d365/
- For Correcting the Sales Shipment, refer to the link: https://erpconsultors.com/reverse-sales-shipment-in-business-central-d365/
- Statistics or F7 must be mandatory while posting Sales invoices or SO value calculation.
- After posting the Shipment and Invoice. The system created Posted Documents. For Shipment → Posted Sales Shipments & For Invoice → Posted Sales Invoice.
