Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance forum / Post sales order invoi...
Finance forum
Suggested answer

Post sales order invoice on the same date of the packing slip

(1) ShareShare
ReportReport
Posted on by ZvikaR 61
Our users post packing slips during the day as they fulfill orders.
 
At night, after the warehouse shuts down, after midnight, we run a single scheduled batch to invoice all sales orders that have been during the day
 
Is there a feature / option to tell the invoicing to post the invoices into the same date of the sales order packing slip?
 
For accounting and reporting reasons we do not want the packing slip to be in one day and the invoice in the following day
 
 
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,032 Super User 2024 Season 2 on at
    Post sales order invoice on the same date of the packing slip
    Hello,
     
    I don't think so we can define rule for defining the invoice date posting parameter while batch job. It might pick up the date same as batch job run date and time. 
     
    There is one parameters in AR > Setup > Parametres. Update 
     
  • MuthukumaranAX Profile Picture
    MuthukumaranAX 2,899 on at
    Post sales order invoice on the same date of the packing slip
    I agree with Hana, we don't have any out-of-the-box feature to post the invoice with packing slip and it needs to be customized.
     
    Regards
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Post sales order invoice on the same date of the packing slip
    Hi,
    You can view documentation on invoice date control. The documentation states that you can configure chronological control of invoice posting dates in a specific sales tax book section. But changing the invoice posting date based on the packing slip date may not be an out-of-the-box feature.
    Invoicing – enhanced invoice date control - Dynamics 365 Release Plan | Microsoft Learn
    Invoice issue deadline (GBL) - Finance | Dynamics 365 | Microsoft Learn
    Best Regards,
    Hana

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,552 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,552 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans