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Scenario - How do you ensure that the DO number and the Posted Sales Invoice numbers are the same throughout?

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Posted on by 3,915

Hi Community,

I have a scenario which cause my salesperson to be in a bit of trouble.

Customer's POS requires that we save our SI numbers in their POS after we confirm delivery to them.

However, there are times where we have unforseen circumstances. Such as:

1. Customers last minute wants to change order after created Posted Sales Invoice and we want to fulfill it.

2. The item we sold was spoiled during delivery and customer request us to exchange.

3. The items sold and delivered to customers, however, at a later point customers wishes to exchange for another items

All the above situation, we would like to fulfill it. But as you know, if any item were to return, we need to do a CN to that Posted sales invoice, to change the item quantity and Item SKU.

This means that Navision will create another no series for Posted Invoice, which may also have a different DO numbers for the above scenrios.

Kindly advise how can I set the DO and SI to be the same even when I do CN and repost the Posted Sales Invoice?

Thank you!

  • joshtechsolutions Profile Picture
    joshtechsolutions 3,915 on at
    Scenario - How do you ensure that the DO number and the Posted Sales Invoice numbers are the same throughout?
    Hi YUN ZHU 
     
    When you say to sync my DO number, can you elaborate what do you mean by syncing?
     
    Do you mean I need a developer to help me sync at the backend?
     
    Thank you.
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 59,978 Super User on at
    RE: Scenario - How do you ensure that the DO number and the Posted Sales Invoice numbers are the same throughout?

    Hi, In your case, you need to sync the latest DO Number. Instead of only syncing the first time. For example, when you want to modify an invoice, you will post a Credit Memo in NAV, and this process should also be processed in the POS. Then synchronize the new DO Number when posting a new invoice.
    Another way you want to guarantee the original DO Number is to create a new field, such as POS Number, that can be repeated. But this will be different from SI Number.

    Hope this helps.

    Thanks.

    ZHU

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