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Step-by-Step Guide to Shipping and Receiving Non-Inventory Items with Inventory in Business Central

Posted on 22-Nov-2023 by Sathish Mudaliyar

A. Introduction

Business Central introduced a new feature that allows you to ship and receive Non-Inventory items from warehouse documents along with Inventory items. These Non-Inventory items can include G/L Accounts, Charges (items), Fixed Assets, and Resources.

 

B. Prerequisite

Business Central On-Premise or Cloud.

 

C. Setup

1. To activate this feature for Shipment.

1. Choose the search icon, enter 'Sales & Receivables Setup,' and then select 'Sales & Receivables Setup.

activating the feature for Shipment by searching and selecting Sales & Receivables Setup option in Business Central

 

2. In the General tab of the Sales & Receivables Setup page, you can find the 'Auto Post Non-Invt. Via Whse.' field.

"In general tab find 'Auto Post Non-Invt. Via Whse.' field. "

 

3. In the 'Auto Post Non-Invt. Via Whse' field, there are multiple options.

None: Do not automatically post non-inventory item lines.

Attached/Assigned: Post item charges and other non-inventory item lines assigned or attached to regular items.

All: Post all non-inventory item lines.

 

4. Set the 'Auto Post Non-Invt. Via Whse.' field to the 'Attached/Assigned' option to test this functionality and understand how it works.

Set the 'Auto Post Non-Invt. Via Whse.' field to the 'Attached/Assigned' option to test this functionality and understand how it works

 

b. To activate this feature for Receipt.

1. Choose the search icon, enter 'Purchases & Payables Setup,' and then select Purchases & Payables Setup.

select Purchases & Payables Setup to activate the feature of receipt

 

2. In the General tab of the Purchases & Payables Setup page, you can find the 'Auto Post Non-Invt. Via Whse.' field.

find the 'Auto Post Non-Invt. Via Whse.' field in general tab of the Purchases & Payables Setup page

 

3. In the 'Auto Post Non-Invt. Via Whse' field, there are multiple options.

None: Do not automatically post non-inventory item lines.

Attached/Assigned: Post item charges and other non-inventory item lines assigned or attached to regular items.

All: Post all non-inventory item lines.

 

4. Set the 'Auto Post Non-Invt. Via Whse.' field to the 'Attached/Assigned' option to test this functionality and understand how it works.

Set the 'Auto Post Non-Invt. Via Whse.' field to the 'Attached/Assigned' option to test this functionality and understand how it works.

 

D. Test Scenario

Let's create a sales order and attempt to attach a non-inventory line to an inventory item line. Then, create a warehouse shipment and post the shipment. Afterward, create a sales invoice and get the shipment line on the invoice.

1. Sales Order is created with Inventory and Non-Inventory items.

Sales Order is created with Inventory and Non-Inventory items

 

2. Let's attach the Non-Inventory Item to the Inventory Item. First, select the Non-Inventory line, then under the Line tab, go to Functions, click on the 'Attach to Inventory Item line' button button.

 attach the Non-Inventory Item to the Inventory Item

 

3. A Sales line page will open with only the item line. Select the inventory line then Click the 'OK' button, and you have attached the non-inventory line to the inventory line. Repeat the same step for all other non-inventory items.

Calculate Inventory screen showing posting date, document number, item filters, and location filter in ERP system

 

4. After attaching all non-inventory lines to the inventory lines, create a warehouse shipment.

creating a warehouse shipment in business central ERP

 

5. In the warehouse shipment, you can also see which lines are attached to items. Under the Line Tab, go to Line and click on the 'Source Document – Attached Lines' button.

Warehouse shipment search bar showing routing and navigation options in ERP system

 

6. A page will open and display the lines that are attached to the inventory line.

ERP system screen displaying routing options to view attached inventory lines

 

7. Close the page and post the sales shipment document. Then, create a sales invoice and open the 'Get Shipment Line' page, where we can see the non-inventory item.

Sales shipment document showing inventory and non-inventory lines in ERP software

 

8. Follow the regular process, select the line, proceed to the sales invoice, and post the document.


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