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Business Central forum

Sales Invoice - External Document No.

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Posted on by 5,754

Hi,

I'm surprised at how some commonly used fields in Dynamics NAV that can easily be ported to Dynamics 365 for Financials have been omitted. It can be very exasperating when we're helping a customer, and a simple field we expect to see on a page is missing for no understandable reason.

For example:

  • Example 1: Sales Invoice is missing the External Document No. field. In Dynamics 365, we have it on Sales Order, we have it on the Sales Journal. Why on earth could we not have it on a Sales Invoice? We even have it on the Sales Invoice page in NAV
  • Example 2: Sales Invoices and Credit Memos do not show the Job No. and Job Task No. field, even though we have the Jobs module in Dynamics 365.
  • Example 3: The Item card only shows Qty. on Hand, but does not show Qty. on Purchase Order, Qty. on Sales Order, etc. It's clearly on the Item table because when I create a Web Service to view data from the Item Card page, it shows up in the OData feed.

These have nothing to do advanced functionality, and need no further simplification.

I'd love it if some from the Microsoft team can comment on this, and help get these addressed.

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  • Andrei Panko Profile Picture
    on at
    RE: Sales Invoice - External Document No.

    Hi,

    How do you plan to use External Document No on the sales invoice?

    How do you plan to use Job field in the Sales Invoice/Credit Memo?

    Thanks,

    Andrei

  • AJAnsari Profile Picture
    5,754 on at
    RE: Sales Invoice - External Document No.

    Hi Andrei,

    The External Document No. is where the customer's PO / purchase document number will be used. I have a client who needs this field, and I had to ask them to use the Address 2 field for this purpose because there it does not exist. Essentially, the exact same use we have for it in Dynamics NAV.

    As for the Job No. and Job Task No. field in the Sales Credit Memo / lines: to be able to ensure that the credit memo impacts the Job and the appropriate Job Task. As a matter of fact, there is a thread that another user added to the forum just yesterday (Monday) where it's absence means the Customer has received a credit, but the Job statistics are incorrect and do not reflect this credit. Again, these are standard in Dynamics NAV and for good reason.

    Thanks,

    AJ

  • Verified answer
    Andrei Panko Profile Picture
    on at
    RE: Sales Invoice - External Document No.

    I registered scenario 1 and 3 (id: 210876 and 210874).

    The correction of Jobs is a different story.

    Thanks

  • AJAnsari Profile Picture
    5,754 on at
    RE: Sales Invoice - External Document No.

    Thank you Andrei! I appreciate the prompt action.

  • Verified answer
    Andrei Panko Profile Picture
    on at
    RE: Sales Invoice - External Document No.

    Update:

    "External Document No." - on it's way

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