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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Generating sales invoi...
Small and medium business | Business Central, N...
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Generating sales invoice from Project planning lines having multiple invoice no. series

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Posted on by Sudha857 14
Hi,
 
 We have a requirement to pick from different no. series while creating sales invoice from Project planning lines for Project accounting module in business Central. We have customized it in such a way the user can select the required no. series as per the screenshots below.
 
 
Can anyone please guide how to get this selected no. series during sales invoice creation and where to pass this selected value for us to create an invoice with the selected no. series.
 
Thanks in advance.
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Dynamics 365 Business Central
  • Sudha857 Profile Picture
    Sudha857 14 on at
    Generating sales invoice from Project planning lines having multiple invoice no. series
    Thanks @YUN ZHU and @gdrenteria for your suggestions. we took that approach and it worked.
     
    Thanks!
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 76,451 Super User 2024 Season 2 on at
    Generating sales invoice from Project planning lines having multiple invoice no. series
    It is recommended to add this setting to the Job or Job Planning Line, so that the event mentioned by gdrenteria can be passed to the Sales header.
    I checked report 1094 "Job Transfer to Sales Invoice", and it seems that there is no event available.
     
    Hope this can give you some hints.
    Thanks.
    ZHU
  • gdrenteria Profile Picture
    gdrenteria 13,278 Most Valuable Professional on at
    Generating sales invoice from Project planning lines having multiple invoice no. series

    Hi, good day
    I hope this can help you, and give you some hints.

     

    Best Regards
    Gerardo

  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 7,103 on at
    Generating sales invoice from Project planning lines having multiple invoice no. series
    OnOpenPage trigger you can assign default number series to the No. Series field on report request page.
  • Suggested answer
    Mustafa Omerbegović Profile Picture
    Mustafa Omerbegović 1,161 on at
    Generating sales invoice from Project planning lines having multiple invoice no. series
    Hello,

    as you said you customized Create Sales Invoice function, and within that process report you must add code so that function get your picked No. series and create Sales invoice with that series from request page. Standard functionality is that no. series will be picked from Sales & Receivables Setup for defined Sales Invoice no. series.
     
    Try to debug codeunit 1002 "Job Create-Invoice" and see in which moment it will get Sales Invoice No. from Sales & Receivables Setup and try to add your code there so it get your No. series from request page, instead of no. series that is defines in the Sales Setup.
     
    Greetings

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