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Microsoft Dynamics AX (Archived)

Searching by invoice number

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Posted on by 130

Does anyone know how I can search by invoice number?

/Accounts receivable/Common/Sales orders/All sales orders

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  • Brandon Wiese Profile Picture
    17,788 on at

    Under Inquiries, Journals, open Invoice.  There you will find all customer invoices, which can be searched directly.

  • johnschb Profile Picture
    130 on at

    Yes, I see that, but I'm having difficulty linking these back to the sales order

    Is there an easy way to find the SO# from the invoice and/or find the Invoice# from the sales order?

    I guess Enterprise Search would be helpful if we had it enabled

    community.dynamics.com/.../111414.aspx

  • Verified answer
    Martin Dráb Profile Picture
    237,965 Most Valuable Professional on at

    The relation is held in CustInvoiceSalesLink table (UI name: Customer invoice - sales order relation table). You can add this table to a form query and filter by its fields.

    For example:

    1. Go to sales orders form
    2. Open advanced filter (Ctrl+F3),
    3. Right-click Sales orders datasource in the tree
    4. Choose 1:n > Customer invoice - sales order relation table
    5. On the Range tab, add a new filter - Table: Customer invoice - sales order relation table, Field: Invoice, Criteria: the invoice ID you're looking for

  • johnschb Profile Picture
    130 on at

    Thanks Martin

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