Generating sales invoice from Project planning lines having multiple invoice no. series

(0) Share

Report

Posted on by Sudha857

Hi,

We have a requirement to pick from different no. series while creating sales invoice from Project planning lines for Project accounting module in business Central. We have customized it in such a way the user can select the required no. series as per the screenshots below.

Can anyone please guide how to get this selected no. series during sales invoice creation and where to pass this selected value for us to create an invoice with the selected no. series.

Thanks in advance.

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (5)

Answers (1)

Sort by

Suggested answer

Mustafa Omerbegović 1,477 Moderator on at

Like (1)

Report
Copy link

Link copied!

Hello,

as you said you customized Create Sales Invoice function, and within that process report you must add code so that function get your picked No. series and create Sales invoice with that series from request page. Standard functionality is that no. series will be picked from Sales & Receivables Setup for defined Sales Invoice no. series.

Try to debug codeunit 1002 "Job Create-Invoice" and see in which moment it will get Sales Invoice No. from Sales & Receivables Setup and try to add your code there so it get your No. series from request page, instead of no. series that is defines in the Sales Setup.

Greetings

Was this reply helpful? Yes No
Suggested answer

Khushbu Rajvi. 22,342 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

OnOpenPage trigger you can assign default number series to the No. Series field on report request page.

Was this reply helpful? Yes No
Gerardo Rentería Ga... 26,110 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

Hi, good day
I hope this can help you, and give you some hints.

Best Regards
Gerardo

Was this reply helpful? Yes No
Verified answer

YUN ZHU 100,212 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

It is recommended to add this setting to the Job or Job Planning Line, so that the event mentioned by gdrenteria can be passed to the Sales header.

I checked report 1094 "Job Transfer to Sales Invoice", and it seems that there is no event available.

Hope this can give you some hints.

Thanks.

ZHU

Was this reply helpful? Yes No
Sudha857 38 on at

Like (0)

Report
Copy link

Link copied!

Thanks @YUN ZHU and @gdrenteria for your suggestions. we took that approach and it worked.

Thanks!

Was this reply helpful? Yes No