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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Marking sales order li...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Marking sales order lines for invoicing

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Posted on by Sreehari 2

Hi,

I have a requirement to allow sales orders to be invoiced only when individual lines are marked (manual or automatic) for billing. (Because, billing is allowed only upon customer confirming the receipt of goods and not based on dispatch of goods). The invoicing batch job (that I schedule to run once in a day) should only pick up lines that are marked for billing/ invoicing.

Is there any D365 feature that I can make use of for this purpose? Any work around possible? I am trying to avoid customisation here.

Regards,

Sreehari.

I have the same question (0)
  • MATTGUO Profile Picture
    MATTGUO 22,349 Moderator on at

    Hi Sreehari,

    No feature to meet your requirement. Customize a field on SO heard to verify before invoicing.

    But there is a way to consider, hold on SO, and once customer confirm, release and invoice it.

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,042 on at

    could use EDI or additional field on SO line as an identifier to use in selection criteria for invoicing

  • Sreehari Profile Picture
    Sreehari 2 on at

    Thanks MATTGUO and Rahul.

    I found one "Stopped" flag in SO lines. Looks to be good fit to stop for billing. The challenge would be to enable the 'Stopped' flag only after SO status becomes 'Delivered' else system won't allow posting of the packing slip. Thinking to customise so that 'stopped' will be automatically turned on when line status becomes delivered.

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