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Microsoft Dynamics AX (Archived)

Help needed: Advanced filter - sales order <-> purchase order status (direct delivery)

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Posted on by Community Member Microsoft Employee

Hi guys,

hope you are able to help me with this.

I have sales orders with the status "delivered". Multiple purchase orders are connected to this sales orders (direct deliverys).

I don't want to create a customer invoice before all connected purchase orders are invoiced.

Is it possible to create a filter that shows me: 

- connected orders are invoiced

-the sales order reference

(or something similar)

Many Thanks!

Philipp

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Help needed: Advanced filter - sales order <-> purchase order status (direct delivery)

    SO is marked to every PO

  • Suggested answer
    guk1964 Profile Picture
    guk1964 10,877 on at
    RE: Help needed: Advanced filter - sales order <-> purchase order status (direct delivery)

    Is the SO marked to each PO? If not, and you just buy to inventory, then I don't see how this is going to be done easily especially when the same item is used on many SOs. You could maybe treat each SO as a project and buy to project. Another option might be to batch control each item and  use the SO number as the batch number.

    Invoices for Charges are another complexity.

    Can you ask your vendors to provide proforma invoices with delivery?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    RE: Help needed: Advanced filter - sales order <-> purchase order status (direct delivery)

    In the past, we did setup some advanced filters on project invoice proposals as the customer didn't agreed on a customization. This was due to the comments above a nightmare. In the end, we were allowed to do the customization which resolved the issue and the business was happy again.

  • nmaenpaa Profile Picture
    nmaenpaa 101,156 on at
    RE: Help needed: Advanced filter - sales order <-> purchase order status (direct delivery)

    Isn't there some cost if you set it up as personalization? And all the work for sharing and maintaining that personalization.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Help needed: Advanced filter - sales order <-> purchase order status (direct delivery)

    Hi André,

    a customization would be a backup. I would like to find a way of doing without any costs. A advanced filter could be safed or transferred into a cue.  Do you know any workaround?

    Many Thanks!

    Philipp

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    RE: Help needed: Advanced filter - sales order <-> purchase order status (direct delivery)

    Hi Philipp,

    I wouldn't rely on an advanced filter as it might be lost or changed. It is also a personalized setting per user. When a new user has to do the invoicing part, the advanced query need to be defined or copied. Besides, it would be a quite difficult filter.

    I would personally consider a customization to prevent invoicing for your scenario.

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