web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Business Central forum / Sales Invoice - Custom...
Business Central forum

Sales Invoice - Customer PO Number

(1) ShareShare
ReportReport
Posted on by Community Member

Can someone help me understand where the Customer PO Number is on the sales invoice window? we would like to utilize this for the customer PO number (and I can see this field on the invoice report itself) however it is not available on the job or the sales invoice.  This appears to be a bug and the only workaround I can come up with is to utilize the contact field (which then is concatenated into the address fields on the invoice report). This isn't ideal as I have to remove this Address2 field from the header and place it in a separate spot titled customer Po Number.  The other problem this creates, is that if the contact is not completed, then the address information in the header is not going to be correct.  Please let me know what our options are, as having a professional looking invoice is crucial to all of my customers.  Thank you!

Categories:
I have the same question (0)
  • Tammy Torgerson Profile Picture
    Tammy Torgerson Microsoft Employee on at

    Hi Kaydee,

    Thank you for the explanation of what you are seeing and the questions.

    Unfortunately, the External Document Number (where we should enter the customer PO number) is not exposed on the Sales Invoice page. I will be writing a bug for this as it seems that it should be there.

    There are a couple of options that you could use in order to ensure that the customer PO number is included.

    1. If your business process requires that you enter the Sales Invoice only, it is possible to supply the External Document Number via the Edit in Excel function in the Invoices list. You do need to adjust the Design in the Excel Add-In so that the Document_Type column is included (because it is a component of the primary key).

    2. Could your business processes could be adapted to enter the sales data in the Sales Order page instead? The External Document No. field is exposed here.

    In either case, when printing the invoice, you will want to use one of these Custom Layouts for the 1306 Sales - Invoice report:

    • US Sales Invoice - Blue
    • US Sales Invoice -Default
    • US Sales Invoice -Modern
    • US Sales Invoice -Red

    Each of the above listed custom report layouts does print the External Document No. field value.

  • Community Member Profile Picture
    Community Member on at

    Thank you for the suggestions Tammy!

    Currently this is being used for invoices coming off of jobs, so unfortunately the sales order is not an option.

    The idea of editing the sales invoices in excel and updating the external document number could be an option. I will test this out!

    Thank you!

  • Community Member Profile Picture
    Community Member on at

    I have tried this, but the publish button is not active in excel to push the change back.  I did add the Document_type field (I believe), is there something else I missed?

  • Suggested answer
    Tammy Torgerson Profile Picture
    Tammy Torgerson Microsoft Employee on at

    Let's see...

    In the Design in the Excel Add-In, I did mark the "Refresh after publish" checkbox. I inserted Document_Type into the Selected fields section. Then clicked the Update button. Clicked Yes on the prompt: This action will require data to be refreshed or cleared prior to publishing.... I clicked Done to exist the Design. I still didn't have the Publish button either until after I clicked the Refresh button, and then Yes to the prompt: Confirm Refresh. There are changes in this workbook that will be overwritten.... After the refresh completed, then the Publish button was available to me.

  • Community Member Profile Picture
    Community Member on at

    As an update, I've been trying this, but I do not have a Selected fields section, i have an available fields sectoin and then an add value or add label button. When I try either of these, it says it is binding, but never stops turning and never completes.

  • Tammy Torgerson Profile Picture
    Tammy Torgerson Microsoft Employee on at

    Hi Kaydee,

    Thank you for the update on where you are getting stuck.

    The process that I followed was to locate the Document_Type in the Available Fields scrolling section and then double-click on it to move it into the lower (Selected Fields) scrolling section. Do you still get the spinner on the binding step when you try this?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

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

Leaderboard > Business Central

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans