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How to get sales invoice or credit memo's new document number after it posts?

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Posted on by SSDev1

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I have a posted sales invoice or a posted credit memo and I'm trying to get what it's original sales invoice or credit memo document number was. Or is there some event I can subscribe to when it posts that gives me the starting document number and the posted document number? Using Pre-Assigned No. doesn't work for me because if you start with an invoice with a negative value, it changes it into a credit memo when you post it and pre-assigned no. becomes the credit memo number that didn't actually exist before. I need to know what the original invoice number was no matter how it gets posted.

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Dynamics 365 Business Central

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Hello,

It sounds like you are looking for the Original Order No. from the Sales Order, Sales Invoice, or Sales Credit Memo before you post it. The Pre-Assigned No. field does denote the document number before posting.

Hope this helps.

Thanks,

Steve

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TheDoubleH 5 on at

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Quick Answer:

If You go to your Sales & Receivables Setup, and set the 'Invoice Nos.' and 'Posted Invoice Nos.' / 'Credit Memo Nos.' and 'Posted Credit Memo Nos.' to the same number series, the 'unposted' no will carry to the posted document.

Longer Answer - In NAV - and now BC, the Invoice and Credit memo is a draft, whereas the posted document is - well - posted. In the posted Document, Most companies do not want to have 'gaps' in the posted document range. By having two different number series, you ensure that the posted document are serialized in the order they were posted.

If you are OK with them not being sequenced that way, you can specify the same no. series for both the unposted and posted. However doing that, will insert a Posted Record for any 'draft' invoices and credit memos you end up deleting.

Note - Some users will also use the same no. series for both Invoices and Credit memos - which can make some sense as well - all depending on your scenario.

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