Upon posting (sales/purchase), user is presented three options: Ship, Invoice, Ship & Invoice (on the sales order posting). The default is on the Ship & Invoice -option.

In order to avoid mistakes, could this default value be set up in Sales/Purchases setup? This should apply Sales & Purchase posting, and related warehouse functions as well (Inventory Pick/Put-away, etc.).

Also it would be nice-to-have option, that on Inventory Picks/Put-aways option of Invoicing could be hide. As that is not possible to customize(?), and usually the warehouse does shipping & receiving, not invoicing.
Category: Warehousing
Ideas Administrator

Thank you for your feedback. We released this feature as part of the functionality in Define an invoice posting policy for various users.

Andrei Panko
PM, Microsoft



Some customers are working in four document mode: Order->Shimpment->ReceiveAdvice->Invoice. And to avoid human errors needs "automatically" remove option "Ship & Invoice" (leave only one option - Ship) when posting Warehouse shipmentAnd when posting Sales Order for thjese customers - must be removed option "Ship & Invoice" - leaving only two separate options "Ship" and "invoice".Another scenario when same option must be removed from Warehouse shipment posting and Sales order posting is when Sales order lines contains more that one different Location - every warehouse may only "Ship" own part of order,

Category: Warehousing