Skip to main content

Notifications

Announcements

No record found.

Business Central forum
Suggested answer

How to insert custom entries in customer ledger through sales invoice

Posted on by 120
How to insert custom entries in customer ledger entries, gl entry and detail customer ledger entry  through sales invoice?
Categories:
  • Suggested answer
    gdrenteria Profile Picture
    gdrenteria 8,734 Most Valuable Professional on at
    How to insert custom entries in customer ledger through sales invoice
  • JUBEL THOMAS JOY Profile Picture
    JUBEL THOMAS JOY 231 on at
    How to insert custom entries in customer ledger through sales invoice
    Hi Alina,
     
    Provided details not clear exactly what you want to perform. However if you want to do any custom fields on Sales Invoice and pass these details to respective posted tables then consider Extension with Subscribe option. If further information required then let me know.
     
    Thanks and regards,
    Jubel
  • Javier.Armesto Profile Picture
    Javier.Armesto 16 User Group Leader on at
    How to insert custom entries in customer ledger through sales invoice

    You need to create an extension to add the movements you indicate. The best approach is to subscribe to the registration event. In any case, you must be careful to ensure that all information is coherent and traceable.
     
  • Suggested answer
    How to insert custom entries in customer ledger through sales invoice
    Hello Alina,
     
    It's something you should do additional development for if you want to automatically add custom entries in the posting process.

    There are no native functionalities for such a thing, apart from the standard settings with which you can influence postings to different general ledger accounts, posting groups, cost allocations and so on.
     
    However, you could post the General Journal that is linked to related customer with the same Document No. and Posting Date as Posted Sales Invoice, and try to get custom entries with additional postings through the General Journal.
     
    Greetings

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 9th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,277 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,126 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans