Review posted sales documents
You can review posted sales shipments and posted sales invoices including the related ledger entries generated by these transactions.
Review a posted sales shipment
Once you posted a shipment or invoice, you can review the posted documents. First you can review the Posted Sales Shipment from the sales order by following these steps:
On the command bar of the sales order, choose Related > Documents and click the Shipments action.
Business Central will open all Posted Sales Shipments from that sales order.
To check the details on the Posted Sales Shipments page, select the posted shipment, choose Manage on the command bar and click View. You can also click on the link in the No. field.
On the Lines FastTab of the posted sales shipment, notice that the Quantity field matches the first shipment and the Quantity Invoiced field is blank. The Quantity Invoiced field updates when the order is invoiced.
You can also go to the list of all posted sales shipments by choosing the Search for Page icon in the top-right corner of the page, then entering Posted sales shipment, and then selecting the related link.
This opens the Posted Sales Shipments list page where you can choose the shipment you want to review.
When you find the Posted Sales Shipment, you can select one of the following actions from the command bar:
Print this document from the Print/Send tab.
Show details such as Statistics, Dimensions, or Comments.
Select the Find Entries action to find all the related entries.
Edit, View or Delete this document. Note that deleting the document depends on the Allow Document Deletion Before field in Sales & Receivables Setup.
Review a posted sales invoice
To review posted sales invoices, choose the Search for Page icon in the top-right corner of the page, enter Posted Sales Invoices, and then choose the related link.
On the Posted Sales Invoices list page, you can find similar actions that are on the Posted Sales Shipments list page. If you want to print the document, you can choose Print, Send and Send by Email from the Print/Send tab on the command bar. If you want to view the details of this invoice, you need to choose View from the Manage tab.
Search for ledger entries using the Find Entries function
If you want to review the ledger entries of a posted sales invoice, you can use the Find Entries action from the Invoice tab on the command bar for the posted sales invoice.
With this feature, you can find all entries and documents that exist for the document number and posting date for the Posted Sales Invoice.
For example, if you want to see posted general ledger entries based on this invoice, you need to select the G/L Entry line and click the Show Related Entries action or just click on the number in the No. of Entries column. Business Central will open related entries, in this case, the General Ledger Entries, with all details.
