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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Invoice multiple custo...
Microsoft Dynamics AX (Archived)

Invoice multiple customers from a single sales order

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Posted on by Mike Nespory 30
In Ax 2012, can I create a sales order in which I can invoice more than 1 customer? Customer A buys a vehicle and pays for 25% of the sales order total. The remaining 75% gets billed to customer B. I originally thought that this could be done using a project with a project contract that has multiple funding sources that has an allocation setup for 72% and 25%. Found that I could not create a sales order with a contract that has multiple funding sources.

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

    Hi Mike,

    I don't see an easy way to achieve it. Using a sales order will not allow you to invoice to two customers? Is this something that e.g. the insurance company pays a part for e.g. immobility and the user the other part?

    Have you tried a project with an item requirement instead of the sales order? Invoicing is a bit different then.

    Otherwise it will be a lot of manual work and checks to see if everything gets invoices the right way.

    You can consider creating free text invoices for the 25% part and give a discount on the sales order.

    With a customization you can probably achieve some smoother procedures.

  • new_axys Profile Picture
    new_axys 135 on at

    is there really no way to create a sales order in a project with multiple funding sources ? is there ANY REASON ?

  • Suggested answer
    rafik_ Profile Picture
    rafik_ 225 on at

    If you want to do it like this you have to create at last 2 SO before you add second funding source.

    When SO is empty you can change customer account.

    Additionally you need to change allocation of costs to second customer after posting packing slip at first one.

    1. Create 2 SO: SOA SOB

    2. Change Customer account at SOB

    3. Allocation 100% to customer A

    4. Packing slip customer A at Sales order A

    5. Create invoice proposal

    6. Change allocation to 100% at customer B

    7. Packing slip customer B at Sales order B

    8. Create invoice proposal

    It is working in my current production company.

    When you stuck at "Cannot create sales order to project with two funding sources" you have to make copy of contract and swap it in Project (and remember to add second funding source after creating sales order :) )

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