Add a proyect to a sales invoice

(0) Share

Report

Posted on by Eduardo Diaz

Hi community,

I have defined a project and when I register an expense invoice, via personalization, I can add a column in order to add or link that invoice to the specific project.

However, I can't add the column "project" in the lines of a sales invoice, when I click "personalize", there is no option in order to add a column for a project. I don't know how to relate a sales invoice to a project.

I would appreciate any help on this.

Thank you in advance

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Inge M. Bruvik 1,071 Moderator on at

Like (1)

Report

RE: Add a proyect to a sales invoice

That needs to be done in a page extension.

The reasoning behind it is that a you should create the sales order from the Job card or the Job list.

Was this reply helpful? Yes No
Suggested answer

Dallefeld 211 User Group Leader on at

Like (1)

Report

RE: Add a proyect to a sales invoice

Inge is correct, adding a job no field here will not function as desired to the job....

Was this reply helpful? Yes No
Suggested answer

JAngle 127 on at

Like (1)

Report

RE: Add a proyect to a sales invoice

The personalisation looks to be header fields. Also if it’s an expense I expect this is meant to be for a purchase. In which case the fields are available at line level to add. Sales invoice wise you create those from the job itself. You can do it at line level from the job planning lines page. You will find a page action for it

if project is in fact a dimension and you want a dedicated field on the header- you will need development

Was this reply helpful? Yes No
Eduardo Diaz 20 on at

Like (1)

Report

RE: Add a proyect to a sales invoice

Thank you all for your help!

Was this reply helpful? Yes No