We have been setting up, testing, and importing into Dynamics 365 Business Central for a few months, but we have yet to figure out a way to add the CUSTOMERS Purchase Order Number into Dynamics?
Most of our customers will not pay us if thier PO# is not on the invoice. The odd part is it shows up in the PDF copy that is emailed, but no field to enter this into.
Where and How is this done?
Use the external document number on the sales order (ex: PO12345). This flows through to the invoice, then prints in the Customer PO No. field.
So can we show the External Document Number from a Sales Order in CRM on a Sales Invoice in Business Central?
Yes, you can - see following help topic.
Would you know what the External Document Number is called in the XML mappings (content controls in Word)? I'm trying to modify the custom layout of an invoice email body to insert the External Document Number, but I can't see what it's called - I see no sign of an External Document Number in the XML mappings.
We run into the same issue. It doesn't appear to be a one to one match on the field you wish to display the data form. Any insight you find would be helpful.
I worked it out - it's LeftHeaderValue that equals External Document Number - not very obvious at all.
Business Applications communities