Customer PO Number - Customer Purchase Order Number in Sales Invoice

Question Status

Suggested Answer
CStewGS asked a question on 4 Apr 2018 4:52 PM

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?

Reply
Suggested Answer
Mary Carrero responded on 5 Apr 2018 9:59 AM

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.

Reply
northeastman responded on 18 May 2018 7:30 AM

Hi Mary,

So can we show the External Document Number from a Sales Order in CRM on a Sales Invoice in Business Central?

Thanks,

Ian

Reply
Suggested Answer
Ivan Koletic responded on 18 May 2018 8:23 AM

Hi Ian,

Yes, you can - see following help topic

Reply
northeastman responded on 23 May 2018 8:53 AM

Hi Ivan,

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.

Thanks,

Ian

Reply
Suggested Answer
Mary Carrero responded on 5 Apr 2018 9:59 AM

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.

Reply
Suggested Answer
Ivan Koletic responded on 18 May 2018 8:23 AM

Hi Ian,

Yes, you can - see following help topic

Reply