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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Search for purchase or...
Small and medium business | Business Central, N...
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Search for purchase order in combined invoice

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Posted on by Frida_Admotion 267

Hi all!

We have just starting to use ExFlow (add-on) for scanning and combining purchases invoices. 

When we still posted one invoiced per purchase order, we was able to see the PO-number connected to each invoice in the list and at the invoice.

Now in the combined invoice, this numbers seems invisible. Also any attachment on the original POs are gone.

Any suggestion how I can search for a particular PO-number when using combined purchases invoices?

Is there a possibility to still have the attachment saved somehow?

I have select to archive old POs that will be removed manually, just for "the record". But they will not contain the attachments either.

  • Verified answer
    Frida_Admotion Profile Picture
    Frida_Admotion 267 on at
    Search for purchase order in combined invoice
    We solved this issue by using the list of Posted Purchase receipts instead. There you can search for Order No. and also we enadbled a setting in Exflow "Copy Attachments from Order to Posted Receipt" for the attachement to follow the receipts instead.
  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,941 Super User 2024 Season 2 on at
    RE: Search for purchase order in combined invoice

    ouh, that is not impossible. You see these values until Approval is finished. After Posting there is no place to see those linked Order numbers.
    You would neeed to reach out to ExFlow provider to add Customization for that.

    UPDATED: Actually You might want to check the Purch. Inv. Line table (table ID 123) field: Order No. (Field ID 12013606). Might be the value You are looking for is there.

    If You would use Standard system functionality when creating Invoices, it would add description line reference to the linked Purchase Orders, and that would be seen also in the Posted Purchase Invoice lines.

  • Frida_Admotion Profile Picture
    Frida_Admotion 267 on at
    RE: Search for purchase order in combined invoice

    Hi, my problem is not in Exflow. My problem is to find my old PO-numbers in the Posted purchase order list, when ExFlow has combined them.

  • Verified answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,941 Super User 2024 Season 2 on at
    RE: Search for purchase order in combined invoice

    Hi,

    I assume You are entering the ExFlow Import Journal lines.

    On the top part You can Leave the Order No. blank, and on the Lower part - the sub-lines, there add columns Order No. and Order Line No.

    In these 2 fields You can find all Purchase Orders from this Vendor and provide to which line the amount links. The Order Line No. can be left blank (I think).

    Please test this in TEST system to confirm it works as You need.

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