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Tracing Sales Invoices in Microsoft Dynamics 365 Business Central

Jun Wang Profile Picture Jun Wang 4,088 Super User

Tracing Sales Invoices in Microsoft Dynamics 365 Business Central

In the bustling world of business, the ability to quickly trace transactions and their origins is not just a convenience—it's a necessity. Microsoft Dynamics 365 Business Central users often need to track the connection between Posted Sales Invoices and their corresponding Sales Invoices. Whether you're reconciling accounts, handling customer inquiries, or auditing, knowing how to trace these documents back to each other is crucial. This blog post explains how to effectively trace your Posted Sales Invoice No to its original Sales Invoice and vice versa, using the 'Pre-Assigned No.' field.

What is the 'Pre-Assigned No.' Field?

In Business Central, every transaction processed in the system is recorded meticulously. When a Sales Invoice is created and subsequently posted, it becomes a Posted Sales Invoice. The 'Pre-Assigned No.' field plays a pivotal role here. This field is designed to maintain a link between the Posted Sales Invoice and the original Sales Invoice. It holds the original Sales Invoice No., which doesn't change upon posting and remains as a reference point.

Tracing from Posted Sales Invoice to Sales Invoice

To trace a Posted Sales Invoice back to its original Sales Invoice, you should start by accessing the Posted Sales Invoice document. Here's how you can do it:

  1. Navigate to the Posted Sales Invoices List: From your Business Central dashboard, access the sales module, and select 'Posted Sales Invoices'. This will display a list of all posted invoices.

  2. Open the Specific Posted Sales Invoice: Search and open the posted invoice in question. You can use various filters such as customer name, date, or amount to locate it quickly.

  3. Review the 'Pre-Assigned No.' Field: Within the Posted Sales Invoice, look for the 'Pre-Assigned No.' field. This field will display the Sales Invoice No. of the original invoice.

 

Understanding and utilizing the 'Pre-Assigned No.' field in Microsoft Dynamics 365 Business Central can significantly streamline the process of tracing invoices. This function not only enhances your ability to manage customer accounts and perform reconciliations but also supports compliance and auditing processes by providing clear and accessible transaction trails.

By integrating these practices into your daily operations, you can ensure that your sales invoicing process is both efficient and transparent, giving you more time to focus on growing your business.

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