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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Linking purchase invoi...
Small and medium business | Business Central, N...
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Linking purchase invoice lines to individual customers

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Posted on by PeterVL 5

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!

  • PeterVL Profile Picture
    PeterVL 5 on at
    RE: Linking purchase invoice lines to individual customers

    I'll have a look into that, thanks! I am a bit worried this approach will not work with service items but i'll check.

  • PeterVL Profile Picture
    PeterVL 5 on at
    RE: Linking purchase invoice lines to individual customers

    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!

  • PeterVL Profile Picture
    PeterVL 5 on at
    RE: Linking purchase invoice lines to individual customers

    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!

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: Linking purchase invoice lines to individual customers

    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

  • Verified answer
    Earl W Profile Picture
    Earl W 117 on at
    RE: Linking purchase invoice lines to individual customers

    Maybe you could create a purchase invoice for an an item charge and assign this to the shipment lines. This will result in adding value entry for the transport to any sales shipments already posted.

  • Jun Wang Profile Picture
    Jun Wang 7,443 Super User 2024 Season 2 on at
    RE: Linking purchase invoice lines to individual customers

    not sure I understand the issue. purchase invoices normally involves vendors. It will help if you provide some screenshots to illustrate the processes/requirements

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