Multiple Orders – Single Invoice for Purchase/Sales order in Microsoft Dynamics 365 Finance and Operations

In this post, I will show how can you post single invoice for multiple orders from sales and purchase order. This will help you to handle scenario where you have been given single invoice against multiple purchase orders or you want to send single invoice for multiple sales orders to your customer. So, let’s start:

1. Single Invoice for Multiple Purchase orders

Step-1: Create and Receive multiple purchase orders

Here I have created two purchase orders and posted the product receipt for both, you can do invoicing with product receipt as well.

Scenario:

Purchase Order- 1: PO Line Amount: 3000, Charges 300, Total: 3,300

Purchase Order- 2: PO Line Amount: 5000, Charges 200, Total : 5,200

Expected After Posting Invoice: Total Line Amount: 8,000 , Charges: 500, Total Invoice Amount : 8,500

Step-2: Create Invoice for both Purchase orders

Navigate, Accounts Payable > Pending Vendor Invoice > From Product Receipt/Purchase order > Select Required criteria > Enter Invoice number for both the the PO’s

Step-3: Consolidate

Click on Vendor Invoice > Click Consolidate Invoice > Consolidate by “Invoice Account” > Consolidate

You can see both invoice are grouped/consolidated in one single line

Step-4 : View Total and Post Invoice

As we can see the total amount after consolidation is “8,500” which is as expected.

2. Single Invoice for Multiple sales orders

Step-1: Create and Ship multiple sales orders

Here I have created two sales orders and posted the packing slip for both, you can do invoicing with packing slip as well.

Scenario:

Sales Order- 1: Total: 6,000

Sales Order- 1: Total: 7,000

Expected After Posting Invoice: Total Invoice Amount 13,000

Step-2: Post Invoice for both Sales order

Account receivable > Invoice > Batch Invoice > Invoice > Select both sales order > mark summary by invoice Account

As , you can see total amount is 13,000 as expected.

That is it for this blog, hope this will help you to manage multiple order single invoice scenario for your customer.

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