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 Reverse drop shipments when sales and purchase documents aren’t invoiced.
Reverse drop shipments when sales and purchase documents aren’t invoiced:
You can reverse posted drop shipments when both the sales shipment and the related purchase receipt aren’t yet invoiced.
Feature details in update 28.0 public preview for 2026 release wave 1 – Business Central | Microsoft Learn
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
Today, when you post a purchase receipt for a drop shipment, Business Central also posts the linked sales shipment and you can’t undo the receipt. For example,
Undo Posted Purchase Receipt Line:
Sales Order No. must be equal to ” in Purch. Rcpt. Line: Document No.=107217, Line No.=10000. Current value is ‘101010’.
Undo Posted Sales Shipment Line:
Drop Shipment must be equal to ‘No’ in Sales Shipment Line: Document No.=102297, Line No.=10000. Current value is ‘Yes’.
It’s difficult to correct mistakes and often forces you to create credit memos, adjust quantities, or manually recreate sales and purchase lines.
With this wave (BC28), you can now undo a sales shipment that originates from a drop shipment. Business Central reverts the linked purchase receipt, creates correction entries, and reapplies the purchase and sales entries to their reversal entries.
To reverse a drop shipment, open a posted sales shipment connected to it and choose Undo Shipment.
The Posted Purchase Receipt Line will also be automatically undoed.
Small update, but it makes life easier. Give it a try!!!😁
PS: Please note that you cannot directly undo from the Posted Purchase Receipt; the following error message will appear.
Remaining Quantity must be equal to ‘2’ in Item Ledger Entry: Entry No.=850. Current value is ‘0’.
END
Hope this will help.
Thanks for reading.
ZHU
コメント