Post Sales Order

You can post a sales order for a Catch Weight item to record the actual weight quantity of the sales items.

To Post Sales Order for Shipment

When the Sales Order of a Catch Weight Item is posted, the Posted Document Weight Lines are created and can be accessed through the Weight Quantity (KG) field on the Posted Sales Shipment line.

1. Select the Search icon , enter Sales Orders and then choose the related link.
   The Sales Orders list page opens.

2. Select and click the required No. to open the Sales Order page.

3. On the Lines FastTab, on the action bar, click Line > Related Information >Item Tracking Lines.
   You can update the Quantity to Handle (base) field in the item tracking lines to automatically update the Weight Quantity (KG). The weight quantities on the Sales Line are also updated automatically.

4. On the action bar, select Home > Post.

5. Select Ship and click OK to create the Posted Sales Shipment.
   The Weight Quantity (KG) field on the Posted Sales Shipment Lines is updated with the value from the Weight Qty. to Ship (KG) on the Sales Order.
   You can access the Item Weight Ledger Entries by selecting Home > Find entries on the action bar on the Posted Sales Shipment page.
   An item ledger entry is created in Business Central. An item weight ledger entry is automatically created for each of the Item Ledger Entry while posting a Sales Order for a Catch Weight Item.
   On the Item Ledger Entries page, the Weight Open checkbox indicates whether the weight quantity on the entry is still available during outbound processes like shipment or invoicing. When the full weight quantity has been shipped or invoiced, the system automatically clears the value of the checkbox.

   
   The Weight Open checkbox is similar to the standard Open checkbox but applies only to weight quantities for catch weight items where the Costing by Weight toggle on the Item Card page is turned on.

6. On the Item Ledger Entries list page, on the action bar, select Related > Entry > Item Weight Ledger Entries to open the Item Weight Ledger Entries page. The Quantity (KG) field is updated on the Item Weight Ledger Entries page with the Weight Qty. to Handle (KG) field value on the Item Tracking Lines page while posting.

   The posted document weight lines are created for the posted sales shipment. The Quantity(KG) field value on the Posted Document Weight Lines is updated. When posting the shipment for a catch weight item, the system ensures that the unit price and sales amount reflect the weight quantity to handle.

After posting the sales order partially or fully for shipment, without executing the Update Catch Weight Item Unit Price action, the system automatically updates the Unit Price Excl. VAT field and Line Amount Excl. VAT field for the catch weight item based on the weight quantity to ship.

The system updates the Sales Amount (Expected) field with the new values, creating the value entries and corresponding item ledger entries based on the updated sales amounts during the posting.

The system works similarly when you post the sales return order.

• If you post the invoice after the shipment, the unit price is updated based on the weight quantity to invoice.
• In the case of the posting sequence Ship > Invoice > Ship, the system updates the unit price on the line based on the last transaction.
• The system skips the unit price update if the sales price is defined differently than the catch weight unit of measure or if the Costing Method field is not set as Advanced Pricing.

On the Item Weight Ledger Entries page, the Remaining Quantity (Catch weight UoM) field value indicates how much weight is still available from the posted outbound transactions. This works like the standard Remaining Quantity field on the Item Ledger Entries page but is based on weight instead of units.

When you post shipments or sales invoices for (Costing by weight) catch weight items, the system automatically reduces the Remaining Quantity (Catch weight UoM) field value. This helps you keep track of how much weight remains open for shipment or invoicing. The system updates the remaining weight each time weight is applied or reversed, ensuring that the data remains accurate and up to date.

When you undo sales shipments or purchase credit memos, the system restores both the unit and weight quantities and generates relevant negative item weight ledger entries and value entries, ensuring inventory remains balanced.

To Post Sales Order for Invoice

When posting the Sales Order for the Invoice of a Catch Weight item, the Item Weight Ledger Entries and Posted Document Weight Lines are updated with the Weight Qty. to Invoice (KG) from the Sales Order. The corrected Sales Amount (Actual) in the Value Entry for Sales Invoice is posted.

To Update Catch Weight Item Unit Price

You can update the Unit Price and Line Amount fields and view them for the Catch Weight item on the Sales Order based on the Weight Quantity entered in the Item Tracking Lines.

1. Select the Search icon , enter Sales Orders, and then choose the related link.
   The Sales Orders list page opens.
2. On the action bar, select Actions > Functions > Update Catch Weight Item Unit Price to update the Unit Price for the Catch Weight Item.
   The Unit Price and Line Amount fields are updated on the Sales Order page.

The unit price of the item is updated only if the sales price is available in the catch weight unit of measure and the unit of measure on the sales line is not equal to the catch weight unit of measure.

3. Select the Search icon , enter Sales Orders and then choose the related link.
   The Sales Orders list page opens.

4. Select and click the required No. to open the Sales Order page.

5. On the action bar, select Posting > Post.

6. Select Invoice and click OK to post the Sales Order for Invoice. The system calculates the invoice amount based on the actual shipped weight, ensuring accurate valuation of the catch weight item.

   If there is a prepayment associated with the order, the system automatically calculates any prepayment difference resulting from the weight variance.

   When a remaining prepayment balance exists, a posted sales credit memo (repayment) is created to reflect the difference between the prepayment and the actual invoiced amount.

   On the Sales Order page, select Actions > Posting > Prepayment > Post Prepayment Credit Memo to post the prepayment credit memo manually.

   On the Sales Order page, select Related > Documents > Prepayment Credit Memos to view the posted credit memo.

   • The system bypasses the standard validation that restricts posting when the Prepmt. Amt. Inv. field value does not equal the Prepmt. Line Amount field value. During posting, the system allows the invoice to be created even when this condition is not met for catch weight items.
   • The remaining prepayment balance visible in the Prepmt. Amt. to Deduct field is adjusted automatically through the creation of a prepayment credit memo.
   • The system prevents deletion of a sales order when a pending prepayment deduction exists.
   • The system prevents posting of a Sales Invoice for a Catch Weight Item with Prepayment when an over-delivery occurs.

   The Sales Amount (Actual) field is updated in the Value Entries page based on the Unit Price of the Catch Weight calculated based on the Weight Qty. to Invoice (KG) added in the Sales Order.
   Based on the Weight Qty. to Invoice (KG) on the Sales Order line, the following data is updated.

   • Weight Qty. to Invoice (KG) on the Posted Sales Invoice
   • Quantity (KG) on the Posted Document Weight Lines of the Posted Sales Invoice
   • Invoice Quantity (KG) on the Item Weight Ledger Entries
     On the Posted Sales Invoice page, on the Lines FastTab, click the value in the Weight Quantity (KG) field to open the Posted Document Weight Lines page.
     On the item tracking lines of the Sales Order page, the Weight Qty. to Invoice [base] and the Weight Qty. Invoiced (KG) fields are updated.
     The Posted Sales Invoice is generated automatically and the Weight Quantity (KG) field on the Posted Sales Invoice is updated.

• On Posting the Sales Order for the Invoice, the system updates the Unit Price based on the Weight Quantity to Invoice (similar to the function To Update Catch Weight Item Unit Price), while creating the Posted Sales Invoice with the corrected Invoice Amount.
• Sales shipments and invoices for catch weight items with costing by weight use weight-based cost calculations for accurate cost of goods sold.

To View Applied Weight Item Entries

You can view how weight quantities are applied for posted outbound transactions through the Applied Weight Item Entries page. This page provides a detailed view of how weight from receipts or return receipts has been applied to shipments and invoices.

To access this page, select Actions > Applied Entries on the action bar of the Item Weight Ledger Entries page.

This function is only available for catch weight items where the Costing by Weight toggle on the Item Card page is turned on. If you attempt to access this for an item not costed by weight, the system displays an error.