Hi, Readers.
The public preview for Dynamics 365 Business Central 2026 release wave 1 (BC28) is available. Learn more: Link.
I will continue to test and share some new features that I hope will be helpful. In this post, I would like to talk about Post purchase invoices for drop shipments independently of related sales invoices.
Post purchase invoices for drop shipments independently of related sales invoices:
You can post invoices for drop shipment purchase orders, even if you haven’t invoiced the related sales order. You can post invoice from a purchase order or by using the Get receipt lines action.
https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/whatsnew/preview-feature-details?wt.mc_id=DX-MVP-5004336#post-purchase-invoices-for-drop-shipments-independently-of-related-sales-invoices
A drop shipment is the shipment of items from one of your vendors directly to one of your customers.
When a sales order is marked for drop shipment, and you create a purchase order specifying the customer in the Ship-to field, Customer Address, you can link the two documents to instruct the vendor to ship directly to the customer. Let’s look at a simple example.
I created a new sales order for customer number 20000.
And added some items.
To create drop shipments, we must first add the Drop Shipment field to Lines (it is hidden by default, but can be added using features such as Personalization).
On the sales order line for the drop shipment, select the Drop Shipment checkbox.
To prepare a drop shipment, you indicate on the purchase order that it must be shipped to your customer, not to yourself.
Create a purchase order.
In the Ship-to field, select Customer Address.
In the Customer field, select the customer that you’re selling to (customer number 20000).
Choose the Drop Shipments action, and then choose the Get Sales Order action.
On the Sales List page, select the sales order that you prepared.
The line information from the sales order is inserted on the purchase order line(s).
This is the general method for creating Drop shipments. And you can also use the requisition worksheet to create purchase orders.
With this wave (BC28), you can create purchase orders directly from sales orders that are set up for drop shipment by choosing the Create Purchase Orders action. More details: Business Central 2026 release wave 1 (BC28): Create purchase orders from drop shipments
And when you post a purchase receipt for a drop shipment, Business Central also posts the linked sales shipment. However, as of BC27, we cannot invoice this purchase order before the associated sales orders have been invoiced. For example,
Post the invoice directly on the Purchase Order.
You cannot invoice this purchase order before the associated sales orders have been invoiced. Please invoice sales order 101011 before invoicing this purchase order.
Create a Purchase invoice, get the receiving lines using Get Receipt lines…, and then post the invoice.
You cannot invoice item 1896-S in this purchase order before the associated sales order 101011 has been invoiced.
With this wave (BC28), in response to user feedback, Microsoft has updated this process. You can now post invoices for drop shipment purchase orders, even if the related sales orders have not yet been invoiced.
According to my tests, you can now post invoice from a purchase order or by using the Get receipt lines action. For example,
Sales Orders not yet invoiced: Linked PO: 106045
Invoiced PO 106045:
Small update, but it makes life easier. Give it a try!!!😁
PS:
1. One thing to note is that this feature might affect your extensions and customizations. This change modifies the posting logic for drop shipments and removes checks that previously blocked purchase invoice posting until the related sales invoice was posted.
The following events are no longer called:
Codeunit 90 “Purch.-Post”
- OnCheckAssocOrderLinesOnBeforeCheckOrderLine
- OnBeforeCheckAssociatedSalesOrderLine
Codeunit 22 “Item Jnl.-Post Line”
- OnBeforeVerifyInvoicedQty
- OnVerifyInvoicedQtyOnAfterGetSalesShipmentHeader
Partners and ISVs should review any customizations or extensions that rely on these events and adjust their logic accordingly.
END
Hope this will help.
Thanks for reading.
ZHU
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