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Hi all,
We want to generate customer invoice by business unit. I was able to set up a number sequence per business unit but it can't be assigned to Invoice number in AR Parameter. Does anyone have similar need? How did you get it done without extension?
Thank you.
Hi YanQ,
Does the Finance/business team has also some reasons for this rejection? It would be good to know their thoughts.
Hi YanQ,
I am with Andre because with this suggestion you can remain in the standard application.
The alternative is a system modification, which seems tricky if you bind it to the business unit because the business unit is per se not bound to a company or a retail store.
As an accountant, I also do not see the benefit of this adjustment except that it might be 'nice' or something that has been done this way in the past.
I would thus recommend that you weight again the costs of this modification against the assumed benefits before thinking about a system modification.
Best regards,
Ludwig
Hi YanQ,
Each store will have its own receipts. These will be integrated to the sales orders via retail transactions. The retail transactions do have the original receipt number. What value would it have to use an invoice series per store? Instead of an invoice number series per store, I would recommend a financial dimension to be included. At least, the retail reporting is aware of the retail channel.
Hi YanQ,
Appreciate if you can go through all suggestions and update us on this thread.
Best regards,
Sourav Dam
Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.
Hi YanQ,
As Ludwig and Andre already mentioned; this is not possible to do in standard environment.
I have below queries.
--- What is the purpose of this requirement to add business unit with customer invoice ?
--- Based on what logic, ERP will be able to dynamically select different business unit dimension values for different customer invoices ?
Instead of this; you can try with below options.
1) When you are posting customer invoices; you must be posting with BU dimension value.
2) If point 2 is 'Yes'; then you can simply generate Dimension statement report available in 'General ledger' module based on that BU dimension value. System will show you posted transactions as recorded with this BU value.
You can find this in D365 but I am not sure if this report / any such report is available in AX version to give you financial dimension wise report.
This you have to check and update in this forum.
Best regards,
Sourav Dam
Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.
Hi YanQ,
You can use number groups per customer which would enable different series per customer. There is no support for a number sequence based on a financial dimension value.
Hello YanQ,
Can you please also let us know whether you operate Dynamics AX or D365FO?
Many thanks and best regards,
Ludwig
Hi,
That's not possible to my best knowledge without making a system modification.
Why do you need that and can you ensure that a business unit is only available in a single legal entity or are they used across legal entities?
Best regards,
Ludwig
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