Customer PO Number - Customer Purchase Order Number in Sales Invoice

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Posted on by CStewGS

We have been setting up, testing, and importing into Dynamics 365 Business Central for a few months, but we have yet to figure out a way to add the CUSTOMERS Purchase Order Number into Dynamics?

Most of our customers will not pay us if thier PO# is not on the invoice. The odd part is it shows up in the PDF copy that is emailed, but no field to enter this into.

Where and How is this done?

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Business Central

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keoma 32,727 on at

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RE: Customer PO Number - Customer Purchase Order Number in Sales Invoice

in dataitem "Detailed Cust. Ledg. Entry" add a sub-dataitem "sales header", which is linked via "document no." and "document type"=order.

from dataitem "sales header" you get the "external document no." for usage as "customer po no."
Saif Ehsan 360 on at

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RE: Customer PO Number - Customer Purchase Order Number in Sales Invoice

Any ideas if there is a field for "Total amount paid on invoice" or "Amount Applied"?
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RE: Customer PO Number - Customer Purchase Order Number in Sales Invoice

I worked it out - it's LeftHeaderValue that equals External Document Number - not very obvious at all.
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RE: Customer PO Number - Customer Purchase Order Number in Sales Invoice

Ian,

We run into the same issue. It doesn't appear to be a one to one match on the field you wish to display the data form. Any insight you find would be helpful.

Chad.
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RE: Customer PO Number - Customer Purchase Order Number in Sales Invoice

Hi Ivan,

Would you know what the External Document Number is called in the XML mappings (content controls in Word)? I'm trying to modify the custom layout of an invoice email body to insert the External Document Number, but I can't see what it's called - I see no sign of an External Document Number in the XML mappings.

Thanks,

Ian
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ikoletic 2,202 on at

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RE: Customer PO Number - Customer Purchase Order Number in Sales Invoice

Hi Ian,

Yes, you can - see following help topic.
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RE: Customer PO Number - Customer Purchase Order Number in Sales Invoice

Hi Mary,

So can we show the External Document Number from a Sales Order in CRM on a Sales Invoice in Business Central?

Thanks,

Ian
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MCarrero 774 on at

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RE: Customer PO Number - Customer Purchase Order Number in Sales Invoice

Use the external document number on the sales order (ex: PO12345). This flows through to the invoice, then prints in the Customer PO No. field.