External Document Number in Sales Order -General Tab

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Posted on by Ariane_25

HI,

Is there an easy way to display a warning if the same External Document Number is entered twice in the Sales Order General Tab for different Sales Orders?

Currently it seems the same External Document Number can be entered multiple times without any warnings or issues.

(Also, does it track the External Document Number by Individual Customer / differentiate between customers for the Sales Order?)

I am brand new to Business Central, and we are trying to avoid having our CSRs entering the same order twice independent from each other. They are in different locations, but there is only one e-mail inbox for orders that can be accessed by everyone.

Any help/advice would be appreciated.

Thank you so much!!1

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Ariane_25 25 on at

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RE: External Document Number in Sales Order -General Tab

Thank you so much, everyone! You are awesome!
Ariane_25 25 on at

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RE: External Document Number in Sales Order -General Tab

Thank you so very much everyone! You are awesome!
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Suresh Kulla 47,789 on at

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RE: External Document Number in Sales Order -General Tab

A small correction in the above code, you also need to apply the filter on the No. field so that it will not search for the current order

After the Document Type filter add the below line

SalesHeader.SetFilter("No.",'<>%1',Rec."No.");
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YUN ZHU 83,305 Super User 2025 Season 1 on at

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RE: External Document Number in Sales Order -General Tab

Hi, yes this need a small customization.

Just a simple example, hope helps.

Thanks.

ZHU
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Dallefeld 175 User Group Leader on at

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RE: External Document Number in Sales Order -General Tab

Inge has answered you correctly, you will need a customization.
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Inge M. Bruvik 1,025 Moderator on at

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RE: External Document Number in Sales Order -General Tab

I am sorry. There is no such functionality in the standard system. It would require a small customization to cover that requirement.

It is there for vendor invoice number but not for external document no.

You can also submit it as an idea on experience.dynamics.com/.../ and Microsoft will review it.