Unable to select an Invoice in POS and pull into transaction screen

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Posted on by Liese-Marie Heyns

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Our customer has the following scenario - a customer order is created in Call centre and invoiced (this is currently invoiced in D365 HQ since you cannot invoice a sales order in POS currently with out-of-the-box functionality).

I followed the following guide to ensure my Functionality Profile has "Sales order invoice" and "Sales order credit note" options are set to Yes: https://kurthatlevik.com/2018/12/17/pos-invoice-pay-dyn365fo/

I create an order in D365 HQ as a call centre sales order -

1. I pick and invoice the order

2. I don't pick and set Invoice quantity to All/ I invoice the SO

In POS I add the customer to the transaction screen, I click the Sales invoice button, I select each of the invoices separately and click the Select button at the bottom of the screen, In both instances an error pops up "Sales invoice lines can not be added to a customer order".

I have attached screenshots. Any assistance to understand why I am receiving this error would be greatly appreciated. 2425.Screenshot_5F00_2.png 2308.Screenshot_5F00_4.png 5287.Screenshot_5F00_3.png

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Ramune on at

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RE: Unable to select an Invoice in POS and pull into transaction screen

Hi Liese-Marie,

from the screenshot you posted where you click the button 'Sales invoice' - it is Customer order form. You should not create 'Customer order' in POS when you want to pay Invoice only. You should have Transaction form, select Customer account and then click Sales invoice to be able to select your invoice for payment.