Item Charges with WMS

SmokeScreen

I do not normally deal with WMS too much, however when Item Charges on Sales Orders are assigned to Items, and then the Item is processed using WMS, Shipment, Pick, Reg. Pick, the Item Charges do not get "shipped". Is there something that we are missing?

Alex_Chow

Item charges do not get run through the WHM posting process. You'll need to post the shipments manually.

The same concept goes for G/L Account and Resources as well.

nunomaia

“Item Charges do not get shipped”

Are you referring to item charges appearing in shipment document ?

SmokeScreen

If I assign an Item charge a product, the warehouse pulls the items into the shipment, picks, them and posts the shipment. Now I have a Sales Order containing only a Charge(Item) line, that is now outside of any systematic process to ship/invoice. I now have to allocate someone to manage the completion of these sales orders.

Kowa

SmokeScreen wrote:

Now I have a Sales Order containing only a Charge(Item) line, that is now outside of any systematic process to ship/invoice.

Do you mean that the sales order line is deleted then the item is shipped ? That should not happen, and is definitely not standard behaviour. Usually if you have made the assigment for the charges, all you need to do is check the unit price and invoice the order . The item charges will then appear as separate value entries for the item entry created for that sales line.

SmokeScreen

Not that it dissapears, just that we have to manually ship and invoice the sales order to post the item charge, whereas the warehouse is shipping and invoicing the Items. All of the Invoicing occurs at the point of shipping, however these charges are left unshipped and uninvoiced, so we have to finish these manually

Kowa

If you add a new boolean field like "Warehouse: Order complete" to the sales header and get the warehouse manager to check this (or modify the Codeunit "Whse. Post shipment" to have this done automatically), you only need to start the sales post batch once a day and filter on that field to ship and invoice all charges from the days orders at once.

Kowa

If the charges are only invoiced when the order is fully shipped, you could turn this boolean field into a FlowField. That way it will automatically get checked when all items are shipped.

CalcFormula :

-Exist("Sales Line" WHERE (Document Type=FIELD(Document Type),Document No.=FIELD(No.),Type=CONST(Item),Outstanding Quantity=FILTER(<>0)))

HalMdy

Hello !

I've got the same problem with a 4 SP3 version.

Idea to invoice in a separate process works, but it is unapplicable in my situation : I must have my invoice directly with my shpment document and users are not "specialist" : i have to reduce the number of operations.

Any idea where I could make changes to automatically ship the Item Charge line when shipping the document in the WMS process ?