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Transaction page · Accounts receivable

Shipped but not invoiced sales orders

A list of sales orders that the Learn procedure uses as the starting point for invoicing a sales order.

Used by
Accounts receivable clerk, Accounts receivable manager, Collections agent and 8 more roles
Business process
—
Menu item
SalesTableListPageShippedNotInvoiced
Main table
SalesTable
Data entity
ReturnOrderHeaderEntity
Setup steps
—
Show what matters for

Everyone

1What it is and why

What it isA list of sales orders that the Learn procedure uses as the starting point for invoicing a sales order.
What you do hereSelect a sales order in the list and use Invoice > Generate > Invoice to create and post its invoice.
ExampleInvoicing a sales order that has several packing slips; the posting page shows Multiple instead of a single packing slip number.
Shipped but not invoiced sales orders page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathAccounts receivable › Orders › Shipped but not invoiced sales orders
Set up firstPacking slips posted for the sales order Microsoft Learn ↗
Used next byOpen customer invoices Microsoft Learn ↗
Related pagesInvoice (batch invoicing) Microsoft Learn ↗All sales orders Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Accounts receivable > Orders > Shipped but not invoiced sales orders.
  2. Select a sales order in the list.
  3. On the Action Pane, select Invoice > Generate > Invoice.
  4. Expand the Parameters section and make sure Posting is set to Yes.
  5. In the Print field, select when to print, for example After.
  6. Set Print invoice to Yes if the invoice should be printed.
  7. In the Print charges field, select Summarize.
  8. In the Check credit limit field, select Balance.
  9. Select OK to post the invoice.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
QuantityWhich quantities the invoice is based on, such as All, Picked or Packing slip.Microsoft Learn ↗——
PostingTurn on to post the invoice; turn off to print a pro forma document instead.Microsoft Learn ↗——
Print invoicePrints the invoice; turn off to post without printing.Microsoft Learn ↗——
PrintPrints after each invoice is updated (Current) or after all invoices are updated (After).Microsoft Learn ↗——
Check credit limitWhat the credit limit check looks at: nothing, the balance, or the balance plus deliveries and open orders.Microsoft Learn ↗——
Summary update forHow several sales orders are combined into invoices, for example by invoice account.Microsoft Learn ↗——
Late selectionRuns the selection query when the batch job runs instead of now.Microsoft Learn ↗——

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterPosting the invoice updates the invoice remainder from the packing slips; the order becomes Invoiced only when nothing is left to deliver or invoice. Microsoft Learn ↗

Technical architect

6Technical

Menu itemSalesTableListPageShippedNotInvoiced Checked in Dynamics 365
FormSalesTableListPage Checked in Dynamics 365
TableSalesTableShown as “Sales orders” in Record infoKey field: SalesIdChecked in Dynamics 365
Data entitiesReturnOrderHeaderEntityReturn order headers Microsoft data model ↗SalesOrderHeaderV2EntitySales order headers V2 Microsoft data model ↗SalesOrderHeaderV2ExistAddrReadOnlyEntitySales order headers V2 readonly with the delivery address Microsoft data model ↗CustCollectionsBISalesOnHoldSales orders on hold for customers Microsoft data model ↗
Who can open itPrivilegesView shipped but not invoiced sales orders SalesTableListPageShippedNotInvoiViewDutiesInquire into customer invoice status CustInvoiceCustomerInvoiceStatusInquireMaintain customer invoice transactions CustInvoiceCustomerInvoiceTransMaintain
11 security rolesCollections agent CollectionLetterCollectionsAgentCollections manager CollectionLetterCollectionsManagerChief financial officer CompanyChiefFinancialOfficerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerk
Checked in Dynamics 365
Actions on the pageSales order: Payments, Copy, View, Functions, Attachments, Clean up, Engineering change requestSell: Charges, Tax, Calculate, Actions, Process, Journals, PrepaymentManage: Intercompany tracing, Coupons, Revenue recognitionPick and pack: JournalsInvoice: Generate, Bill, Settle, DeductionsCommerce: Attributes, Inquiries, AffiliationsGeneral: Set up, Customer, Maintain, Related information, CAPAWarehouse: Related information, Loads, ActionsTransportation: Rating, InvoiceChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=SalesTableListPageShippedNotInvoiced
Integrate withReturnOrderHeaderEntity data entity Microsoft data model ↗
Table definitionSalesTable columns and relations Microsoft data model ↗

Everyone

8Sources and checks