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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / sales invoice date
Small and medium business | Business Central, N...
Suggested Answer

sales invoice date

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Posted on by Rizmie 30

Hi, i have question related to sales invoice and sales order code on my BC.
So the case is, i am making my sales order on March 2021, therefore my SO code are SO/XX/0321/AA, later i deliver my item to customer on April 2, 2021, after i delivered it, i would like to post my sales order to sales invoice, but the problem is when i post the sales order to sales invoice my sales invoice code is SI/XXX/0321/AA which i dont want that since the delivery happen on april, what i meant is how can i made my sales invoice code to change form 0321 to 0421? i really appreciate if someone could help me.

Thank you very much

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Dynamics 365 Business Central
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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello,

    Are you wanting the Document No. to be fixed and updated based on the Posting Date? Posting Date and Document Date will use the Month it posts within. The Document No., which is normally pulled from the No. Series. If you truly are trying to hard code the Posted Sales Invoice with a Document No. that relates to the Posted Invoice Date, you will need a Developer from your Partner.

    I will say that I would use the Date fields to drive what you are looking for, not the Document No.

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 6,614 Super User 2025 Season 2 on at

    I would suggest you get away from using the "code" (Order/Invoice No.) as a way of storing information.  The purpose of all No. fields is to create a unique identifier for a record.  The information you need is available through other fields on the record.

    On the Order, the Document Date would be used to display when the Order was entered.

    On the invoice, the Posting Date would be the field to show when the Invoice was sent.

    You do not need to store the date in the No. field.  This may have been something you did in your legacy system that should not be brought forward to Business Central.

    That being said, the only way to do what you are asking is to create a customization to update the No. field at the time of posting.  You would need to have similar logic to the No. series to avoid duplicating a number.  Again, it isn't worth doing as the information you want is already present in the system.

    Play around with custom sorts/filters to display the information the way you need.

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