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When you create a sales order in Business Central, several fields on the order lines get updated frequently as you talk to the customer. This article walks through the most relevant ones so you know where to enter variant codes, location and bin codes, units of measure, discounts, prepayments, shipping and invoicing quantities, delivery dates, and drop shipment settings.
You change the Location Code on a line to control where each item ships from, even though it defaults from the document header. You set the Unit of Measure Code per line if you sell the item in more than one unit. You enter a line discount in the Line Discount Percentage field and a prepayment amount in the Prepayment Percentage field. You use Quantity to Ship and Quantity to Invoice to split an order across multiple shipments or invoices. You manage the different delivery dates through Planned Delivery Date, Promised Delivery Date, Requested Delivery Date, Planned Shipment Date, and Shipment Date. You handle drop shipments and special orders through the Purchasing Code, or you tick the drop shipment checkbox directly.
Variant codes on the sales order line
If you work with variant codes, you need to update them on the sales order line. The variant code states which variant of the item the customer wants to buy.
Location code and bin code on each line
The Location Code controls where the items should be sent from. By default it is taken from the document header, but you can change it on each line individually.
You can also change the bin code if bin codes are set up on that location.
Unit of measure code
By default, the unit of measure code on the line is the base unit of measure. If you stock the item in different units, you can change it in the Unit of Measure Code field.
Line discount and prepayment
To give the customer a line discount, enter it in the Line Discount Percentage field.
If the customer should prepay part of the amount before you ship the item, enter that in the Prepayment Percentage field.
Quantity to ship and quantity to invoice
In Quantity to Ship, you state how many of the items should be shipped before you post. This is especially relevant when you deliver the order in more than one shipment.
The same applies to invoicing. If you invoice an order across more than one invoice, you update how many items you want to invoice before posting the document.
Delivery and shipment dates
There are several date fields that work together on the sales order line:
- Planned Delivery Date states the planned delivery.
- Promised Delivery Date states a specific delivery date if you have promised one to the customer.
- Requested Delivery Date is the date the customer would like the items delivered.
- Planned Shipment Date is when you plan to ship the items.
- Shipment Date states the actual shipment date.
Drop shipment and special order
If the order is a drop shipment or a special order, you can define this through the Purchasing Code, provided the codes have been set up. For a drop shipment, you can also simply tick the Boolean checkbox on the line.
Q&A
Where do I change which location a sales order line ships from?
You change it in the Location Code field. It defaults from the document header, but you can override it on each line.
How do I split a sales order into more than one shipment?
Use the Quantity to Ship field to state how many items should be shipped before you post. This lets you deliver the order across multiple shipments.
How do I invoice a sales order in more than one invoice?
Set the Quantity to Invoice to state how many items you want to invoice before posting the document.
What is the difference between the delivery date fields on a sales order?
Planned Delivery Date is the planned delivery, Promised Delivery Date is a date you have promised the customer, and Requested Delivery Date is the date the customer wants the items delivered. Planned Shipment Date is when you plan to ship, and Shipment Date is the actual shipment date.
How do I set up a drop shipment on a sales order?
You can define it through the Purchasing Code if the codes have been set up, or you can tick the drop shipment checkbox directly on the line.