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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to trace Proforma ...
Microsoft Dynamics AX (Archived)

How to trace Proforma Invoice data while posting proforma invoice of any sales order

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Posted on by startax 1,845

Hi All,

I have a requirement where i have to assign a new number sequence for invoice id while posting proforma invoice of any sales order. I am created number sequence with the condition i can assign new number sequence to invoice id.

But i have to make this proforma invoice as a final invoice and sales order is no more for posting and change status of that sales order as invoiced.

I am tried to debug it but not able to find any clue where the temporary data hold at time of proforma invoice posting. Please suggest me where i can find temporary data hold at time of proforma invoice posting for SO.

Any suggestion is very much appreciated. 

Thank You.

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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

    Hi Dinkar,

    The data is being inserted in the CustInvoiceJour and CustInvoiceTrans tables during printing of the pro-forma invoice. Directly when this is printed, the created records are deleted as it is no real invoice.

  • Tim Schofield Profile Picture
    Tim Schofield on at

    Hi Dinkar, we hit this requirement before, and decided to use the Confirmation journal as a way to persist the Invoice number. Basically we printed a Confirmation journal and changed the label to 'Pro-Forma invoice' and took a number from the invoice number number sequence table and stored it on the confirmation journal. Then at the time we post the tax invoice the system uses the number from the confirmation journal instead of taking a new number from the invoice number sequence. But life gets complicated if you have more than one invoice per sales order. But really we wimped out and should have created a new 'Proforma invoice journal' table to persist the document.

  • startax Profile Picture
    startax 1,845 on at

    Hi Andre Sir,

    As per your suggestion and some google i got to know that at time of Proforma Invoice printing records are hold until print. I need that class where this data hold i am trying to debug hole process but cant find the exact place where these data hold.

    Any suggestion where i need to look ??

    Thank You sir

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

    Hi Dinkar,

    Not sure, but could be the class SalesInvoiceJournalPost.

  • Verified answer
    startax Profile Picture
    startax 1,845 on at

    Hi Andre and Tim Schofield,

    I am completed this task i found class formletterservice.run().

    form this method removeproforma() method is called i put the condition   there for not deleting record.

    Thank You.

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