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Infor LN & Baan Tip: Considerations for Release to Warehousing for a Cost Item

When there are two Cost Items, one with Release to Warehousing applied and the other with Release to Warehousing not applied, upon approval of the Sales Order, the Cost Item that is released to Warehousing will go straight to Staged status, pending Shipment confirmation, while the Cost Item that is not released to Warehousing will be up for Sales Deliveries.

Apart from this main difference in functionality between having and not having this option to release to Warehousing checked, there are other impacts to consider. Below is some information gathered from various KBs related to the impact of having release to Warehousing applied (or not).
KBs used as reference are listed as “– REF: KB XYZ”.

Editing the checkbox “Release to Warehousing” itself
If there is a Sales Order (in status Free is enough) for a Cost Item, the check box is not editable. As soon as all the Sales Orders for which the Item is involved are Closed (or Canceled or Deleted) the check box becomes editable again. – REF: KB 1439313 & KB 1613780

Simultaneous/separate release to Warehousing with Physical Items
In a scenario where a Cost Item (that is released to Warehousing) and a physical Item are released to Warehousing separately, then the shipment confirmation of each of these Items will occur separately. If they are released simultaneously, the shipment of the Cost Item will not be processed unless and until the physical Item is ready to be shipped. – REF: KB 1449001

Note: Ensure a Warehouse is added to Order Lines to ensure Release to Warehousing Activity is applicable. – REF: KB 2229767

Invoicing

To invoice them separately or together, factors to consider are:

• Composing Criteria, a list of fields that need to match to have a single invoice created – REF: KB 717977
• Invoicing Methods (tcmcs0555m000) in the General tab, select Combine, for example, Shipments, to combine different Shipments of the same Sales Order into one Invoice. This Invoicing Method is also defined in
• Invoice-to role of a Business Partner (tccom4112s000) in the Invoicing tab. – REF: KB 812637
• For a Return Order where a Cost Item and a Physical Item were originally invoiced together, to invoice them together again, consider using Original Document type = Invoice and link the original Invoice to the Return Order. – REF: KB 2072847 

Note: Consider solution in KB 2108605 if Composing Criteria is met, yet still Credit Notes are not combined for a Return Sales Order copied from original Sales Order for one Physical Item and one Cost Item without release to Warehousing. 

ASN
ASN cannot be generated for Purchase Order Lines with Cost Item if not released to Warehousing. – REF: KB 1548301 & KB 2111341

Intercompany Trade
Intercompany Trade can be applied for a Cost Item that is released to Warehousing, as Intercompany Trade needs a Warehouse and a Department. – REF: KB 2112430

Customs Value
Cost Items that are released to Warehousing that are handled via normal Sales Order Lines are considered as delivered goods and will get the customs value assigned like other Items being subject to warehouse handling.
Cost Items handled on Shipment Lines as "Additional Cost" are not considered as delivered goods but as pure costs. The customs value of these shipment lines gets defaulted with a zero amount and cannot be modified. The same applies to additional costs on sales order lines. – REF: KB 1600847

Freight 
Cost Items cannot be used for Freight handling. – REF: KB 1830170

Additional Cost

• For automatically generated Additional Costs in Sales Orders, Cost Items that are released to Warehousing are not released to Warehousing. This is because automatic Additional Costs are always generated with 0 quantity, therefore only the amount is filled for these Lines, which leads to the Delivery Type being set to Sales and not Warehouse. As a result, delivery must take place in Sales module. – REF: KB 1995781
• For Additional Cost Lines added to Shipment for Cost Items, refer to KB 2236856.

Intrastat Record
When using Cost Items without release to Warehousing, there is no shipping data within Invoicing. Therefore, the corresponding Intrastat record cannot be found during the printing of the Invoice. To get the Invoice data filled on the Intrastat record, Cost Items with release to warehousing should be used. Otherwise, session Update Intrastat Transactions with Invoicing Data (tccom7271m100) should be ran to update the Invoicing data in Intrastat. – REF: KB 2005482