Business Central 2025 wave 1 (BC26): Combine service shipments on a single service invoice

Hi, Readers.
Dynamics 365 Business Central 2025 wave 1 (BC26) is generally available. More details: General Available: Dynamics 365 Business Central 2025 release wave 1 (BC26).

I will continue to test and share some new features that I hope will be helpful.

Combine service shipments on a single service invoice:

Business value:
You can use the new Combine Service Shipment task to gather all the not-invoiced service shipments into one invoice or multiple service invoices.
Feature details:
We’re aligning the service and sales invoicing flows even more. A new Combine Service Shipment action lets you gather all uninvoiced shipments into one invoice or more invoices. You can create combined invoices for multiple customers in one go, like the Get Shipment Line action you use when you create an invoice per customer.
https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/smb/dynamics365-business-central/combine-service-shipments-single-service-invoice?wt.mc_id=DX-MVP-5004336

As you know, for the sales process, if you want to invoice more than one shipment at a time, you can use the combined shipments feature. More details: How to use Combine Shipments in Dynamics 365 Business Central

With this wave (BC26), we can use the new Combine Service Shipment task to gather all the not-invoiced service shipments into one invoice or multiple service invoices.

First of all, Business Central only selects service orders where Combine Service Shipments is chosen. The Combine Shipment field on service orders is copied from the new Combine Service Shipment toggle in the Customer Card page. You can also update it manually.

Otherwise the following error will be prompted.

There is nothing to combine.

Let’s see more details. Before you can create a combined service shipment, more than one service shipment for the same customer in the same currency must be posted.

After posting, you can confirm it through the following function:

Choose the Tell me icon, enter Combine Service Shipments, and then choose the related link.

The combine shipments batch job request page opens.

Fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.

Field Name	Description	Required?
Posting Date	Enter posting date for the invoices that the batch job creates.	Yes
Document Date	Enter document date for the invoices that the batch job creates.	Yes
Calc. Inv. Discount	Calculate invoice discounts automatically. If Calc. Inv. Discount checkbox is selected on the Sales & Receivables Setup page, the amounts are always calculated automatically.	No
Post Invoices	Post invoices immediately.	No
Only Std. Payment Terms	Only include shipments with standard payments terms. If you select this option, you must manually invoice all other shipments.	No
Copy Text Lines	Copy the manually added text on the shipment lines to the invoice. Automatically inserted standard or extended texts are always copied.	No

Choose OK, then the invoice will be automatically created.

The shipments are now combined and the number of invoices created is 1.

Great.

Note:

You must manually post the invoices if the Post Invoices checkbox isn’t selected on the batch job.
The task doesn’t mark the shipments that are retrieved and therefore creates new combined shipments every time you run it. If you want to repeat the task, already created invoices must first be deleted.
You can’t post a service invoice that contains lines from orders linked to contracts and add ad hoc orders. Create separate invoices.

This practice saves a lot of time when invoicing is centralized for many orders. Give it a try!!!

END

Hope this will help.

Thanks for reading.

ZHU