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[Lewis Rosenberg]

When invoicing in standard NAV (2013R2), if we have an order with multiple posted shipments, NAV will create a single invoice.

When we use Lanham’s eShip process to “Post Shipment Invoices” we will get one invoice per shipment. Is there a setting to combine multiple shipments for the same sales order into a single invoice?

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA

NAVUG Board of Advisors, Programming
NAVUG Programming Commitee
NAVUG Membership Committee
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[Rick Dill]

Hi Lewis; unfortunately, there is no setting that would allow you to execute Lanham’s Ship and Invoice multiple times for an order, yet only generate one invoice. The Lanham logic fires and posts the order, but can only post and invoice what has been shipped.  There is no indicator on the sales header to identify that the order should be “Invoiced Complete”. The Shipping Advice field identifies that the order should “Ship” complete. As you are aware from your question, shipping and invoicing are  two very different things.

There aren’t a lot of options, but one that you could try to implement is to create a packing station where the Lanham posting flag is set to Ship, rather than Ship and Invoice. Procedurally you would need to add a comment to the order that it must INVOICE complete.  If you have set the Show Order Comments = yes on the packing station setup, then you will get a message telling the packer that this must Invoice complete and therefore must be packed at a different packing station. The order would then be packed and shipped only. Accounting would then follow up and invoice once the entire order has shipped.

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Rick Dill
Consultant
ArcherPoint Inc.
Waupaca WI
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[Bryan Whitney]

Lewis,

E-Ship follows the posting defined in the Packing Station assigned to the user. You could set the Packing Station “Sales Order Close Order Action” to Ship instead of “Ship and Invoice”. Then you could use the Microsoft functionality to Combine Shipments into a single invoice and then post it. Another option with a small customization might be to suppress the Invoice flag in Codeunit 80 when document type = Sales Order and “Sales Header”.”Combine Shipments” is true (which defaults from the customer) . Then a single packing station can be used for both orders.

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Bryan Whitney
Lanham Services
Lake Havasu City AZ
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[Lewis Rosenberg]

Our pack stations are already set to “SHIP” and not “ship and invoice.”

We started using the Lanham “Post Shipment Invoices” routine instead of the NAVB posting because it stamps the BOL number on the Invoice which is a requirement of one of our EDI trading partners.

We found yesterday that Std. NAV will combine multiple posted whse shipments on one invoice and Lanham does not.

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA

NAVUG Board of Advisors, Programming
NAVUG Programming Commitee
NAVUG Membership Committee
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[Jim Augenstein]

Hi Lewis:

I am assuming that yours are EDI orders and as usual, there is a “Yes” answer in that case. I will send you a document that describes how to set this up. It uses a combination of EDI setup, business process and the base NAV combine shipment function. If you really want to be a rock star, use the Job Queue to automate this process; also described in the document. There is a version dependency so check that out and as always, test in your sandbox, which I know you will.

If not EDI, you can still use the combine shipment with the packing station setup that others have so accurately described earlier

Cheers,

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Jim Augenstein
Channel Manager
Lanham Associates
Aliso Viejo CA
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[Lewis Rosenberg]

Jim,

I tried the Combine Shipments process and it did not work (Error message:  Not all of the invoices were posted.  A total on 1 invoices were not posted).

I think Combine Shipments is for combining shipments from different sales orders onto one invoice.

Our scenario is a single sales order with one or more Whse. Shipments generating multiple Posted Shipments.  The Standard NAV post invoice routine will gather all posted shipments for a single sales order and create a single invoice.  The Lanham “Post Shipment Invoices” routine creates one invoice for each posted shipment it finds and ignores the fact that two (or more) posted shipments belong to the same sales order.

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA

NAVUG Board of Advisors, Programming
NAVUG Programming Commitee
NAVUG Membership Committee
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[Cortney Benson]

Hi Lewis,
I know this is an old thread, but this is the closest discussion I’ve found to our situation..

We recently opened a second distribution facility, which is causing a single sales order to be split shipments based on inventory availability. We are looking to consolidate multiple shipments on a singles sales order into a single invoice. Based on your comment above, did you find that standard NAV invoicing functionality works for this rather than the combined shipments functionality? We do not want to combine multiple sales orders onto a single invoice, just multiple shipments from a single sales order.

We also use Lanham E-Ship, with our Sales Order Close Action set as Ship and Invoice.

Any insight you can provide is greatly appreciated.

Thank you,
Cortney

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Cortney Benson
Staff Accountant
Ortho Molecular Products, Inc
Woodstock IL
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[Lewis Rosenberg]

?We learned that the Lanham Post Shipment Invoices routine (Report 14000720) does not handle the situation where there is more than one un-invoiced posted shipment for a sales order at any given time. It tries to create an invoice for the first shipment it finds, updates the Qty To Invoice field on the sales order, and then issues a posting error when it finds another posted shipment for the same order.  Once that occurs the order cannot be invoiced as is because the Qty to Invoice fields are incorrect and reflect only the remaining posted shipments.

 

Our fix for this is to go into the sales order and set the Qty to Invoice for each line item equal to the Qty to Ship and then from the sales order, click Post > Invoice.  Posting the invoice this way uses standard NAV logic and all un-invoiced posted shipments will be combined on one invoice.  The problem is that for some EDI Customers, the BOL will not be listed on the invoice when this invoicing method is used.

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA

NAVUG Board of Advisors, Programming
NAVUG Programming Committee
NAVUG Membership Committee
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