Partial Shipment and Receipt in Sales

Excise Duty Management  •  Article  •  4/29/2023  •  4 min

If an order is shipped in partial shipments, each partial shipment has it's specific Excise duty details based on each posting date of each partial shipment. Therefore, it is possible that the initial posting of an excise item has a different tariff and calculation.

For example, the price for a given excise item was € 5 per 100 liter before January 1st in the New Year and the new tariff is € 8 per 100 liter from January 1st in the New Year. The items were sent on December 20th with the backorder being filled on January 12th in the New Year.

So, the goods posted on December 20th are posted with the value of €5 and on January 12th against €8.


You need to create an Excise Version for the actual year and another one for the New Year.

Partial Shipments on the Sales Order

  1. Select the Search icon , enter Sales Order, and then choose the related link.
    The Sales Order List page opens.
  2. On the action bar, click New.
    The Sales Order page opens.
  3. Select or enter the Customer.
  4. In the Posting Date field, enter the posting date in the actual year.
  5. Select an excise item and enter the quantity.
  6. In the Qty. to Ship field, enter the quantity that you want to ship.
  7. Post the Shipment.
    Notice that the Quantity Shipped field now shows the partial quantity that has been shipped.


    When you are ready to post another part of the total quantity, repeat steps 5 through 7 and change the posting date to a date in the new year. When posting a second shipment, there is no need to recalculate the excise lines related to the sales document. The excise duty ledger entries created for a second shipment must be based on the posting date of the second posting.

  8. Check the Excise Line which is based on the actual year.


    The Shipment/Order Date is not updated, and this date is taken into account for calculating the excise line attached to the sales order line.

  9. Navigate to the posted shipment documents.
  10. Check that the first posting is based on the excise tariffs of the actual year.
  11. Execute steps 4 to 10 with a posting date in the new year.
  12. Check that the second posting is based on the tariffs of the new year.


You can create partial receipt/shipment for a purchase and transfer order as many times as required, until all the items on the order have been received. Therefore, it is possible that the initial posting of an excise item has a different tariff and calculation. To produce a partial receipt/shipment for a purchase and transfer order, you can see how the partial shipment is done for the sales document, because as described they both work similarly.