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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Invoice Number in Vouc...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Invoice Number in Voucher transactions

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Posted on by Ramit Paul 22,809 Most Valuable Professional

Dear Experts,

I have a very straight forward question, came from one of my customer.

In Voucher transactions form, we have customer account, vendor account and name, however is it somehow possible to bring Invoice number as well?

Is this required a customization, can someone help me to share the best possible way to do this?>

  • OsmanIstanbul Profile Picture
    OsmanIstanbul 2,820 on at

    Hi Ramit,

    You are able to add invoiceId to default descriptions. What exact issue do you meet?

    Best

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,741 Moderator on at

    Out of the box I don't think this is available. You will have to go with customization.  Adding display method is an option.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,893 Super User 2026 Season 2 on at

    Hi Ramit,

    What exact type of transaction are you referring to? If it is about sales order invoices or purchase order invoices, you can setup that the voucher number will reuse the number of the actual invoice. In that case the voucher number is equal to the invoice number.

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,059 Moderator on at

    1. In Account source explorer document number column gives invoice number for invoice transactions

    2. You can define default description for all transaction to capture invoice number in ledger description e.g. SO invoice, PO invoice, Free text invoice etc....

  • Ramit Paul Profile Picture
    Ramit Paul 22,809 Most Valuable Professional on at

    Hi All,

    Thanks so much for your suggestion, very helpful

    Yes, certainly default description could help us, however my customer also have requirement to have description coming from invoices as well, so we would keep these two separate.

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,059 Moderator on at

    You can use some separator and have both of them , so that they can easily extract in Excel and work.

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