Shipping for JOP Extension for Microsoft Dynamics 365 Business Central

Shipping in the JOP Extension

The JOP Extension enhances the standard shipping process in Microsoft Dynamics 365 Business Central by adding features that support production-specific requirements. A general description of how to post shipments in Business Central can be found here: Posting Sales Documents — Business Central Documentation .

JOP-Specific Shipping Logic

• No Direct Invoicing from Sales Orders: In JOP, invoices cannot be posted directly from the sales order. Instead, shipping must be posted first, and invoicing follows the shipment process.
• Qty. to Ship: The field Qty. to Ship on each sales order line is automatically populated using the action Fill Qty. to Ship. This ensures that only items with completed production and inspection are considered for shipment.
• Detailed Quantity Selection for Service Lines: For sales lines of type Service, the quantity to ship can be defined in more detail using the JOP Process Output Entries page. This is especially useful when only specific items from a certain process order or batch should be shipped.

These enhancements ensure that shipping in JOP is tightly integrated with production outcomes, providing traceability and control over what is delivered to the customer.

Fill Qty. to Ship

Purpose

The Fill Qty. to Ship action prepares a sales order for shipment by automatically proposing the quantities that are ready to be shipped.

For items that are managed through the JOP production process, the action also creates or updates the corresponding inspection certificates. This ensures that the inspection documentation matches the quantities being shipped.

Before You Begin

Before running Fill Qty. to Ship:

• Production processing should be completed for the quantities that are ready to ship.
• Quality Managers should have entered all required measurement and inspection results in the associated Quality Tests.
• The sales order must not be completely shipped.

What the Action Does

When you run Fill Qty. to Ship, the system processes every sales order line.

For standard sales lines, the remaining outstanding quantity is proposed as the quantity to ship.

For JOP service lines, the system:

• Determines the outstanding quantities from the production output.
• Proposes the quantities to ship.
• Updates the quantities to ship for the related production output entries.
• Calculates the number of items to ship.
• Updates scrap quantities separately.
• Creates or updates the inspection certificate for the sales order line.

If an inspection certificate already exists for the sales order line, it is updated instead of creating a new one.

Inspection Certificates

As part of the process, the system assigns Quality Tests to the inspection certificate.

Only quality tests that belong to production output with a positive Qty. to Ship are included. This ensures that the inspection certificate documents the products contained in the current shipment.

If no qualifying quality tests exist for a sales order line, no inspection certificate is created.

Typical Workflow

1. Complete production.
2. Record inspection and measurement results in Quality Tests.
3. Open the Sales Order.
4. Choose Fill Qty. to Ship.
5. Review and adjust the proposed shipment quantities if necessary.
6. Continue with posting the shipment.

Result

After the action has finished:

• Shipment quantities are proposed for all sales order lines.
• Production output entries contain the corresponding quantities to ship.
• Inspection certificates are created or updated where required.
• Quality tests are assigned to the appropriate inspection certificates.

The sales order is then ready for the normal shipping process.