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External Document Number

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Posted on by Vicky du Plessis

Hi Users,

Is there any standard out of box functionality or configuration which flags when an external document number is entered during the sales order process (this is typically the customer PO number). Whether the sales order entry person at the time of order choose to accept it and go ahead entering the duplicate?

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Dynamics 365 Business Central

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YUN ZHU 84,555 Super User 2025 Season 1 on at

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RE: External Document Number

Hi, just enable Ext. Doc. No. Mandatory in Sales & Receivales Setup page.

Then in sales order.

When posting

Hope this will help.

Thanks.

ZHU
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Vaishnavi J 3,060 on at

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RE: External Document Number

Hi,

There is no standard procedure to check whether the external document no is used or not when adding data into the field.

You can go for customization below is the logic that you can add in page extension of Sales Order.

modify("External Document No.")

{

trigger OnAfterValidate()

var

Rec_CustomerLedgerEntry: Record "Cust. Ledger Entry";

Rec_SalesOrder: Record "Sales Header";

begin

Clear(Rec_CustomerLedgerEntry);

Rec_CustomerLedgerEntry.Reset();

Clear(Rec_SalesOrder);

Rec_SalesOrder.Reset();

if Rec."External Document No." <> '' then begin // To check if the external document no is blank or not.

// To check the external document no is used and posted in customer ledger entry

Rec_CustomerLedgerEntry.SetRange("External Document No.", Rec."External Document No.");

if Rec_CustomerLedgerEntry.FindFirst() then begin

if Confirm('External Document No is used already and it is posted ', false) then

Rec.Modify(false)

else

Clear(Rec."External Document No."); // If client says no then it clears the filled data

exit;

end;

// To check the external document no is used in Sales Header.

Rec_SalesOrder.SetRange("External Document No.", Rec."External Document No.");

if Rec_SalesOrder.FindFirst() then begin

if Confirm('External Document No is already in used in Sales Order', false) then

Rec.Modify(false)

else

Clear(Rec."External Document No.");

end;

exit;

end;

end;

}

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much
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Ben Baxter 5,819 Super User 2025 Season 1 on at

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RE: External Document Number

The only setting related to the External Document Number is in the Sales and Receivable setup on whether it is Mandatory or not.

Even when it is on, it is only Mandatory when trying to Post the Sales Order.

There is currently no logic to see if the Ext. Doc. No. entered is a duplicate of one on another Sales Order.