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This post will give clarity as to why the sale order line status is Invoiced at the stage of packing slip posting itself from Item requirement

 

PRE-SETUP Information

 

 

  1. Create new Project Contract

    USMF/Project management and accounting/Common/Projects/Project contracts

Enter details as below:

Project contract ID: 000187(comes automatically based on number sequence setup)

Name: Demo

Funding Type: Customer    

Funding Source: US-025

Sales Currency: USD

Click OK

 

 

 

 

 

 

 

 

 

 

 

 

 


Save & close project contact form

 

  1. Create new Project

    USMF/Project management and accounting/Common/Projects/All Projects

Enter details as below:

Project type: Time and Material

Project contract ID: 000282(comes automatically)

Name: Demo

Project group: TM

Customer: US-025

Sales Currency: USD

Click OK

 

 

 

Using Item requirement form

 

Step1: Enter Item requirement

USMF/Project management and accounting/Common/Projects/All projects

Select project 000282

 

Open Item requirement from Plan tab

 

Click New

Enter Item number : M0001

Site:1

Warehouse :11

Quantity:10

Line property: Billable

Click Project tab

Enter Unit price(sales) as 10 USD


Now click Inquiries>sales orders

 

 

This will open the sales order created

Step2: Make a picking list and packing slip from Item requirements form for part quantity

Click Posting>picking list

Click on Lines

 

Change 10 to 7(to simulate partial consumption)

Click Ok

Click posting>Picking list registration

Updates>update All

Click close

Click Posting >packing slip

Update Quantity as Picked

Click Ok

 

Step3: Check project posted transactions

USMF/Project management and accounting/Common/Projects/All projects

Select project 000282

 

Action Pane>manage tab

Click Related information>Posted transactions

 

 

We see that the project posted transactions are getting populate on Packing slip posting itself if we use Item requirements which is correct

 

Note: When new item requirements are entered, they are added as addition lines in the same sales order.

Step 4: Check Sale order Line status

USMF/Project management and accounting/Common/Projects/All projects

Select project 000282

Plan tab >Item requirements

 

Select Show All and Inquiries >Sales order

 

Step 5: Check Line status of the Sales order

 

*** Actual Result ***

We see that the line status of the Sales is “open order” which is correct as we had made a partial consumption only

Same as actual

 

Step 6: Make a picking list and packing slip from Item requirements form for remaining quantity

Click Posting>picking list

Click on Lines

 

This will update the remaining 3 quantity

Click Ok

Click posting>Picking list registration

Updates>update All

Click close

Click Posting >packing slip

Update Quantity as Picked

Click Ok

 

Step7 : Check project posted transactions

USMF/Project management and accounting/Common/Projects/All projects

Select project 000282

 

Action Pane>manage tab

Click Related information>Posted transactions

 

 

We see that the project posted transactions are getting populate on Packing slip posting itself if we use Item requirements which is correct

 

Step 8: Check Sale order Line status

USMF/Project management and accounting/Common/Projects/All projects

Select project 000282

Plan tab >Item requirements

 

Select Show All and Inquiries >Sales order



 

Step 9: Check Line status of the Sales order

 

*** Actual Result ***

We see that the line status of the Sales is “Invoiced ” which is correct as we had made a complete consumption (full 10 quantity)

 

That’s because for Item requirements, Item transactions are consumed when the packing slip is updated.

 

Reference 1:https://technet.microsoft.com/en-us/library/hh500664.aspx?f=255&MSPPError=-2147217396

 

Although a sales order is processed when the corresponding customer invoice is updated, item requirements are processed when the corresponding packing slip is updated.

Reference 2: https://technet.microsoft.com/en-us/library/aa571173.aspx

NOTE: Sales order line status is Invoiced as it was invoiced as part of the Item requirement (which is Invoiced after posting the Packing slip)

 

 

 

 

 

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