Skip to main content

Notifications

Microsoft Dynamics AX (Archived)

Ordering/Sorting of SO Invoice Lines

Posted on by 2,401

Is it possible to control the ordering/sorting of the invoice lines on a Sales Order invoice?

*This post is locked for comments

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Ordering/Sorting of SO Invoice Lines

    Hello sri17,

    Please create an invoice proposal and then select print button. You will find the format invoice proposal functionality there that allows you modifying your invoice document.

    Best regards,

    Ludwig

  • sri17 Profile Picture
    sri17 340 on at
    RE: Ordering/Sorting of SO Invoice Lines

    [quote user="Ludwig Reinhard"]In the project module there is a specific functionality that allows you designing this.[/quote]

    Can you highlight the path of that functionality ?

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,401 on at
    RE: Ordering/Sorting of SO Invoice Lines

    Thanks Ludwig

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Ordering/Sorting of SO Invoice Lines

    Hello James,

    In the project module there is a specific functionality that allows you designing this.

    For sales order that are not related to a project you need a customization if you don't like the standard way how things are sorted/printed.

    Best regards,

    Ludwig

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,401 on at
    RE: Ordering/Sorting of SO Invoice Lines

    Hi Ludwig

    Is there a way i can edit the sort criteria?

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Ordering/Sorting of SO Invoice Lines

    Hello James,

    Do you refer to the invoice document that is printed?

    What is your sort criteria? (Name of product/category, etc.)

    Best regards,

    Ludwig

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,401 on at
    RE: Ordering/Sorting of SO Invoice Lines

    Thanks Andre

    So there is nothing within D365 that can aid in the ordering?

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,240 Super User 2024 Season 2 on at
    RE: Ordering/Sorting of SO Invoice Lines

    Hi James,

    Each sales order line has a line number which determines the order. You can create lines at the end of in between to manage the order on the SO form. If you need a special order, you can change the data provider and/or temporary table to meet the ordering requirements.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans