Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Suggested answer

create Sales orders instead of invoices from job planning lines

Posted on by 10

Is it possible to create salesorders instead of invoices from job planning lines?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: create Sales orders instead of invoices from job planning lines

    Thank for you reply

  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,915 Super User 2024 Season 2 on at
    RE: create Sales orders instead of invoices from job planning lines

    Out of the box NAV (and BC), the answer is No.  You can only create a Sales Invoice from the Job.

    You can however create a Sales Order manually, then add the Job No. information to the Sales Line to link the Revenue to the Job when it Posts.

    There are also ISV solutions which allow you to create a Sales Quote from a Job, which eventually becomes the Sales Order, and maintains the link to the Job throughout the process.

    Other than the above, you would have to create a customization to create the Sales Order directly from the Job.

  • apa Profile Picture
    apa 8,282 on at
    RE: create Sales orders instead of invoices from job planning lines

    Is this a NAV / Business Central related question?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans