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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Need to pull across in...
Microsoft Dynamics AX (Archived)

Need to pull across invoice number with AIF Free Text Invoice

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Posted on by lolly 275

We are using AIF to upload AR Invoices (from another system) into AX as a Free Text Invoice.  I don't know how to get the invoices to upload with their original invoice number.  The invoices get loaded without a number and then a new number is assigned during posting.  This will not work as the customers need to reference the original invoice numbers when they pay.  We have an automated lockbox process to help post cash by invoice number.  Does anyone have any ideas how to do this?  Thank you in advance for your help!

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  • Rachit Profile Picture
    Rachit 4,015 User Group Leader on at

    Hi,

    The invoice number in AX is generated at the time of posting free text invoice and it is same as the invoice journal number created in AX. There is relation based on Invoice number in CustInvoiceTable with CustInvoiceJour, so in my view it is not advisable to play with this field.

    What you can probably do  is add a new custom field in CustInvoiceTable to store the reference Invoice number of the other system.

    What is the automated lockbox process ? Is that something inside AX or outside AX. Either way you can read the CustInvoiceTable from SQL to get the Invoice number in AX related to a particular invoice number of the other system.

    Thanks,

    Rachit Garg

  • lolly Profile Picture
    lolly 275 on at

    Thank you for your response.  I still see the need to create the invoices in AX with their original invoice numbers if possible.  It seems like this would be common for clients interfacing from external invoicing systems or for conversion.  Most customers reference the invoice number when they pay, so it is needed for payment application.  

    Our company sells an add-on product for Dynamics AX that will process and create a payment journal and attempts to match the check with the invoices and customers it is paying via a lockbox file.  The bank creates the lockbox file and then we pick it up and process it.  Thank you again for your response.  

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

    Hi Lolly,

    If the invoice information imported will only contain one detail line (so one revenue account used), you can consider importing the information into a general journal. In this journal you can specify the Invoice number in the field Invoice (and the voucher field) It will then use this number and no AX logic will overwrite it. The offset account can be filled with the revenue main account.

    If the invoices do contain multiple lines you can use the general journal as well. Then you will have to specify the invoice number on the line with the customer. The other lines don't need the invoice number, but the voucher should be the same. The detail lines do need information for Sales tax.

    If you like to continue with the free text invoices, you can add a field like Rachit mentioned and change the business logic to not use the number sequence if the new field contains a value. So it will then pick first the specified number prior to using the number sequence.

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