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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / INVOICE PO FROM SO
Finance | Project Operations, Human Resources, ...
Suggested Answer

INVOICE PO FROM SO

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Posted on by Yasin Ali Badruddin 90

I will appreciate if someone can share the experience about the  possibility of getting PO invoiced from the Sales order created.

I have created a sales order with items and confirmed it. After confirmation , i clicked on new PO for creation, however since no default prices are setup on items,  only lines with quantity are translated.

The rest of the steps doesnt helps me in achieving the results i m looking forward too i.e. getting PO  invoiced once i invoice the SO.

Will appreciate your guidance and any workaround that can be possible.

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  • Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,423 on at

    Yasin,

    If you are looking to automate PO invoice posting once you invoice the SO, I think you will need additional customization.

    To my knowledge there is nothing out of the box that can be configured for achieving this.

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees on at

    hi Yasin,

    When we create PO from SO, The PO status is "Open Order",  it doesn't get invoiced automatically.  The first thing you have to do is to auto confirm the PO:

    1.  Please check the below Microsoft doc to auto confirm the Purchase Order:

    docs.microsoft.com/.../purchase-order-approval-confirmation

    2. You have to create a custom batch job to post PO invoice, Secondly, In order to automate PO invoice posting,  You have to make sure invoice Qty./Amount is matching with PO information, Default order Qty should be Set to "Order Qty." Please discuss with your customer all the factors before you automate this process.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Yasin,

    Your requirement is not very clear.

    Can you please elaborate and detail

    * why you want to invoice a PO from a SO,

    * how you plan to achieve that (new button, etc.)

    * why you don't have (default) prices

    * what you mean by 'rest of the steps' that don't help you.

    Otherwise, we can only guess what you try to achieve and this might be different from what you try doing.

    Many thanks and best regards,

    Ludwig

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