Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Jeff Retzak]

When a sales order line does not ship in full, our sales support team manually goes through each sales order and “cancels remaining quantity” for those particular lines. This is due to a desire to have the ‘Status’ on the SalesTableListPage to read “Invoiced” for any order that has been shipped and invoiced. Status will not flip to Invoiced until these open lines are dealt with.

Packing slips are posted via batch job, using EDI shipment info from our 3rd party warehouse that stores our product and picks and ships our orders. Invoices are then posted via batch job for any orders that have packing slips posted against them.

A request has been made to have these open lines automatically update to closed once a sales order has been invoiced, eliminating the need for the team to do this manually. Does anyone have experience with a similar situation? Is there an out of the box setting that will close any lines that are not shipped in full at the time of packing slip or invoice post?

Thanks!

——————————
Jeff Retzak
Stella and Chewys
Oak Creek WI
——————————

[Jonathan Anderson]

Jeff,

When you’re posting the packing slip and you want the deliver remainder to be set to 0, if you check the “close” box on the lines section of the packing slip form it will cancel any delivery remainder and set the order the Delivered status.  I’ve attached a screen shot from D365 F&O for reference.

——————————
Jonathan Anderson
Senior Managing Consultant
BKD, LLP
Denver CO
——————————
——————————————-

[Jeff Retzak]

Hi Jonathan – Thank you for taking the time to reply. Your solution works, the trouble is that we are posting our packing slips via batch job so we do not have the option to manually select the ‘Close’ box for any undershipped item. The solution for us would feel something more like an ‘Always Close’ option, if that makes sense, that way it would cancel remaining quantities even while auto-posting via batch job.

——————————
Jeff Retzak
Stella and Chewys
Oak Creek WI
——————————
——————————————-

[Jonathan Anderson]

I would suggest a quick development to add a parameter to the AR parameters to “always close” sales orders at pack slip, then when running the batch job look at that parameter to default in the “close” check box.  That would be a simple way to meet your requirements.

——————————
Jonathan Anderson
Senior Managing Consultant
BKD, LLP
Denver CO
——————————
——————————————-

[Tony Zeigler]

I believe what your looking for is the close checkbox on the line grid of the packing slip posting. Checking that will cancel the remainder at time of packing slip posting. Of course, your issue may well be how do you check that automatically 🙂 I vaguely remember needing to apply code to that field on a previous client because they wanted it checked based on some tolerance logic they had.

——————————
Tony Zeigler
Senior Consultant
Strategic Solutions NW, LLC
Beaverton OR
——————————
——————————————-