[edited] OOTB auto-invoicing of SO's (partial/fully shipped)

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Posted on by CU29041349-0

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Hello:

Is there a feature available in Finance and Operation which would allow batch invoicing of sales orders which are either partially or fully shipped? Requirements are fuzzy but at minimum I suspect we'd at least would be asked to generate the invoice (pending). Posting is still in question.

I'm open to any suggestions or learnings you're willing to share.

Thank you!

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Dynamics 365 Finance

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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In short - no. You could develop a customization to create the invoice, but each invoice would still need to be reviewed against the actual invoice from the vendor. What's the perceived benefit of auto-creating invoices?

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André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

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Hi,

I would try to clarify the fuzzy requirements first. When you order goods or services at a vendor, they should send an invoice which will be usually the trigger to generate the invoice.

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CU29041349-0 604 on at

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Hi Andre, Frank,

Apologies for the extremely late reply. I have had an opportunity to talk to the user. Unfortunately, although I believed we were speaking about purchase orders, she clarified the need was actually for sales orders. I have yet to do the research. If you feel it still appropriate, I'd welcome any suggestions. Otherwise, I may open a new forum thread.

Thank you!

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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If you can't edit the thread title, creating a new one would be best. That will eliminate any confusion for others looking for the same answer.

That said, yes, invoicing can be automated for sales orders through a combination of Batch invoicing and Print management.

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CU29041349-0 604 on at

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Excellent! Thank you, Frank.

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