[How to] Use Different Invoice Series for Sales Invoices in D365

Dear Microsoft BizApps Community,

Welcome to my next blog on different Sales Invoice Number series for different customer or based on scenario

In this blog we shall have a look how Dynamics 365 gives us the flexibility to choose different number sequence for different scenario on sales invoice (free text invoice)

Business Scenario 1

Finance controller wants to maintain different invoice series for domestic vendors and different for foreign customers

Business Scenario 2

Finance controller wants to keep different invoice series based on revenue items

Configurations

Navigate to accounts receivable parameters->> Number Sequence->> Select Free Text Invoice->> Keep it blank

Now select on “Group”

A new page will open- here we create two number sequence groups as follows

1. Foreign
2. Domestic

After creating the above two groups- we shall create two different Number sequence for Free Text Invoice

Once the sequence is created, we shall attach the Sequence against each Number Sequence Group into the Free Text Invoice option

Now our approach should be- to attach the number sequence Group against each customer under "Invoice and delivery" tab ->> Number Sequence Group

Means- For any foreign customer, we shall link the foreign Customer Number sequence Group

For all the domestic customers, we shall link the domestic number sequence group

The configurations are done

Invoice processing

We can generate an invoice for domestic customers- it will fetch the number sequence from Domestic group from customer master

We can generate an invoice for foreign customers- it will fetch the number sequence from foreign group from customer master

Business requirement 2-

Similarly we can indicate the Number Sequence Group at the time of invoicing, here we dont need to default any Group in master data, instead at the time booking sales invoice, we need to select the Number sequence Group

Thats it for this blog, thanks for going through