Recurring Sales Invoice - Customer PO Number

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Posted on by scruffysjb

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How can I set the Customer PO Number on a recurring sales invoice? This number is essential for an invoice to be accepted

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Dynamics 365 Business Central

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JAngle 150 on at

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On the standard sales code for the customer you could add a comment line with the value or create a dimension to house the data on the invoice lines which hold a value. Both of these suggestions are workarounds. The true answer would be achieved with a modification so you can carry more data onto the header of the sales invoice from the standard sales code.

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scruffysjb 123 on at

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Thank you

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Krzysztof Bialowas 500 on at

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You can use functionality of Blanket Sales Orders where you can define what is your recurring sales invoice (in total). In case below I created Blanket Sales Order for Resource Linda for 100 hours. And every month from it I can create Sales Order for 10 hours.

Then when I create a Sales Orders I have External Document No. on each document. Also I have full history what was already invoiced for this PO

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JAngle 150 on at

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Blanket orders will do the job for the External Document No. for sure. If you want to create orders automatically then this is a good thing to check out: github.com/.../RecurringInvoicingBC

These ideas hand in hand may give you your answer

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scruffysjb 123 on at

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Thank you.

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