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Hi experts!
We are posting various purchase invoices from transport companies that do transportation managed by us for our clients. These invoices show a split per customer (our customer).
My goal is to get that purchase invoice booked in BC with each individual invoice line linked to the relevant customer. This way I can bring cost and revenues together on a client level.
I came as far as linking the total invoice to an individual customer by using 'sell-to-customer' field, but I have found no way to do such thing on a purchase invoice line item level. The only way i can think of getting this established is that I can use dimensions for this by by posting the customer number as dimension value for each line.
Curious to hear your thoughts!
Thanks for the answer. Indeed the purchase invoice comes from a vendor. However what I want is the various invoice lines on that purchase invoice to be reported against the individual customer (our customer) that was serviced for that invoice line.. Hope this helps!
Thanks for that guidance! I am afraid however that it wouldn't work using Purchase and Sales order approach as we are setup with our items to be service items, not physical items. Also, we'd only know after the fact - when the supplier invoice comes in what they have performed for our customers.. I'll be further investigating the dimensions field for now!
Hi, Generally, in BC, you can use Drop Shipments or Special Orders to associate Sales Order and Purchase Order, and then create Purchase invoice from then, not directly create Purchase Invoice.
Drop Shipments
https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-drop-shipment
Special Orders
https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-to-create-special-orders
In addition, the standard does not have Customer number on the line level, so using Dimension is a good choice, but if you want to facilitate, you need to customize a new field.
Hope this helps.
Thanks.
ZHU
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