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Prepayment invoices and Sales Orders

Posted on by 120

Is there an easy way to see the link between a prepayment invoice and its genesis sales order? Other than the balance, I can't see any field other than "Order No." which is always blank (for a prepayment invoice).

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Prepayment invoices and Sales Orders

    Jason,

    You can add the field to the Page using Personalization. If the field does not appear, ask your Partner to add the field to the Page.

    Thanks,

    Steve

  • JasonW Profile Picture
    JasonW 120 on at
    RE: Prepayment invoices and Sales Orders

    Hi Steve

    The prepayment invoices were definitely created using the prepayment function as follows:

    pastedimage1644488964341v1.png

    What's interesting is that the field you're showing above doesn't even exist on our Pre-payment Invoices (though I know the data is there if I look at the table data):

    pastedimage1644489153532v2.png

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Prepayment invoices and Sales Orders

    Jason,

    Here is my Prepayment Invoice:

    pastedimage1644446434721v1.png  pastedimage1644446449869v2.png

    When creating the Prepayment Invoice, from the Sales Order, it has to be linked or when the Sales Order is fully Invoiced (Posted) it will not reverse the prepayment entry.

    Do you know if the Prepayment Invoice came from the Prepayment function on the Sales Order? Hate asking but that could be the disconnect.

    Thanks,

    Steve

  • JasonW Profile Picture
    JasonW 120 on at
    RE: Prepayment invoices and Sales Orders

    Thanks Steve

    However, we are trying to trace back from a prepayment invoice to its sales order. These fields are blank in all of our prepayment invoices:

    pastedimage1644196452303v1.png

    regards

    Jason

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Prepayment invoices and Sales Orders

    Jason,

    On the Posted Sales Invoice for the Prepayment, their is a field on the header called Prepayment Order No. You can Design this field into your Posted Sales Invoice page to see the link.

    pastedimage1644095441593v1.png

    Hope this helps.

    Thanks,

    Steve

  • black_s Profile Picture
    black_s 323 on at
    RE: Prepayment invoices and Sales Orders

    There is a field called Prepayment Order No in the Posted Sales Invoices for the Prepayment Invoices

    On the sales order, you can navigate to Prepayment Invoices

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