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Combine shipments on a single invoice

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You can manually or automatically combine shipments from sales or service orders in a single sales or service invoice.

Before you can create a combined shipment, you must post, but not invoice, more than one sales or service shipments for the same customer in the same currency.

Note

The procedures in this article describe how to combine shipments in a sales invoice. The steps are the same for service invoices. Just replace the word "sales" with "service."

To manually combine shipments on a single invoice

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Sales Invoices, and then choose the related link.

  2. Choose the New action, and then fill in the fields as necessary. To learn more, go to Invoice Sales or Create service invoices or credit memos.

  3. In the Sell-to Customer No. field, enter the customer to invoice for the shipped items.

  4. On the Lines FastTab, choose the Get Shipment Lines action.

  5. Select the shipment line that you want to include in the invoice:

    • To insert all lines, select all lines and choose the OK button.
    • To insert specific lines, select the lines and choose the OK button. You can use the Ctrl key to select multiple nonsequential lines.

    If an incorrect shipment line was selected or you want to start over, you can delete the lines on the invoice and rerun the Get Shipment Lines action.

  6. To post the invoice, choose the Post action.

Tip

If you shipped orders where the Sell-to Customer No. is different from the Bill-to Customer No., those lines don't display in the Get Shipment Lines report. Use personalization to add the Sell-to Customer field to the page and remove the filter. Now you can add shipment lines to the invoice regardless of the value in the Sell-to Customer No. field, as long as the Bill-to Customer No. field on the shipment lines matches the value on the sales invoice.

To automatically combine shipments on a single invoice

Business Central selects only sales orders where Combine Shipments is chosen.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Combine Shipments, and then choose the related link. The batch job request page opens.
  2. Fill in the fields as necessary. Hover over a field to read a short description.
  3. Choose the Post Invoices checkbox.
  4. Choose the OK button.

Note

You must manually post the invoices if the Post Invoices checkbox wasn't selected on the batch job.

To remove open sales orders after combined shipment posting

When you combine and post shipments on an invoice, Business Central creates a posted sales or service invoice for the invoiced lines. The Quantity Invoiced field on the original order updates based on the invoiced quantity. The orders from which you post the shipments still exist, even if they're fully shipped and invoiced.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Delete Invoiced Sales Orders, and then select the link.
  2. Specify in the No. filter field which sales orders to delete.
  3. Choose the OK button.

Alternatively, delete individual sales or service orders manually.

Repeat steps 1 through 3 for other affected documents, such as blanket sales orders.

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