Dynamics 365 Business Central: Automatically creates a posted shipment and a posted invoice when you post an invoice (Shipment on Invoice Field and Receipt on Invoice Field)

Dynamics 365 Business Central

Hi, Readers.
Today I would like to briefly discuss a special setup in the Business Central for sales and purchase process, Shipment on Invoice Field in Sales & Receivables Setup and Receipt on Invoice Field in Purchases & Payables Setup.

Shipment on Invoice:
Specifies if a posted shipment and a posted invoice are automatically created when you post an invoice.

Receipt on Invoice:
Specifies that a posted receipt and a posted invoice are automatically created when you post an invoice.

How it works?

For example, for the sales process:

1.Leave Shipment on Invoice field blank

Create a new sales invoice, and post. (Posting Date is 02/08/2021)

The program will create only a posted invoice when you post.
So, there is no new posted sales shipment created.

What about Item Ledger Entries?
If you choose Find entries… on Posted Sales Invoice page, you will find that Item Ledger Entries has been created.

And Document Type is Sales Invoice.

2. Select Shipment on Invoice field

The same as above, create a new sales invoice, and post. (Posting Date is 02/09/2021)

A posted sales shipment will also be created when you post an invoice.

When you choose Find entries… on Posted Sales Shipment page, you will find that Item Ledger Entries has been created.

Document Type is Sales Shipment.

Conversely, Posted Sales Invoice does not contain Item Ledger Entries.

You can choose to enable this feature or not, depending on your business needs.

PS: There is the same setting for Credit Memo.
Return Receipt on Credit Memo:
Specifies that a posted return receipt and a posted sales credit memo are automatically created when you post a credit memo.

Return Shipment on Credit Memo:
Specifies that a posted return shipment and a posted purchase credit memo are automatically created when you post a credit memo.

END

Hope this will help.

Thanks for reading.

ZHU

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