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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Travelers
Small and medium business | Business Central, N...
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Sales Travelers

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Posted on by john.ellis 3,530

Hi:

For an end user who does not use Business Central Manufacturing, the Jobs module, or Inventory Assembly, what is the best sort of sales document in Business Central that can act as a "traveler" prior to generating a packing slip and sales invoice?

Thanks!

John

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,191 Moderator on at

    I think I would go with either order confirmation or proforma invoice.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 102,578 Super User 2026 Season 1 on at

    Hi, just a suggestion of which pages to output these, and for reports you can customize or use the standard ones.

    packing slip: Sales Orders or Warehouse Shipments

    sales invoice: Sales Orders, Sales Invoices, Posted Sales Invoices

    Hope this helps as well.

    Thanks.

    ZHU

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