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Sales posting defer

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Posted on by CU26111808-0

Hi D365 experts,

I have a requirement, I need to generate the sales invoice for sales in other currency. This invoice will then go submit to government department. After 2-3 days they will approve and provide an exchange rate. Then I need to post my accounting on given exchange rate.

I can't use Proforma invoice as it doesn't have number and later user can use different packing slip or other parameters to post the invoice l, in this way generated invoice and posted invoice will be different. I need same invoice number.

I am thinking to have my customisation bifurcated as

On sales order invoice Posting dialoge I will have one parameter. Once user selects that parameter, invoice will not post but will have our cust invoice Journal for user to print invoice. No sub ledger, GL, inventory trans. Once we will have new exchange rate we will use new rate to post that journal.

Is it possible to bifurcate invoice Posting in two parts. Is MS code can be split to get this requirement.

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Dynamics 365 Finance

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Adis 6,651 Super User 2026 Season 1 on at

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Hi,

I think you need to run the currency revaluation described below. You post the sales order, submit it and then you run the currency revaluation based on the date and exchange rate that you have set up.

Currency revaluation for Accounts payable and Accounts receivable - Finance | Dynamics 365 | Microsoft Learn

Kind regards, Adis

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Syed Haris Shah 1,648 Super User 2026 Season 1 on at

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Hi @CU26111808-0,

I agree with the recommendation provided by Adis. In most standard scenarios this type of situation can be handled using the currency revaluation functionality.

That said, I also understand that in some countries such as Saudi Arabia or Egypt there can be regulatory requirements where the sales invoice must be posted using an exchange rate approved by a government authority. If this is indeed a compliance requirement, the standard process may not fully support the timing of the approval.

In that case, you may need to consider a customization approach. One possible design would be to introduce a custom “Pending Invoice” step similar to PO pending invoice. When the user selects a parameter during invoice posting, the system could generate a pending invoice with a reserved invoice number and allow the user to print it for submission to the government authority, without posting any accounting entries.
Once the approved exchange rate is received, the user can update the pending invoice and trigger the final posting using the standard invoice posting framework while reusing the same invoice number.

If you find this answer helpful, please consider verifying the answer. 👍

Regards,

Syed Haris Shah

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André Arnaud de Cal... 304,553 Super User 2026 Season 1 on at

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Hi,

In what country do you have this requirement? Can it be the case that you have invoices that will not be sent to the government with a given currency and some other do? In this case, can it occur that for one currency, on the same date different exchange rates should be used?

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Giorgio Bonacorsi 2,706 on at

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Hello,

You can update the exchange rate directly in the sales order header.
Once you receive approval and the confirmed rate from your client, update it and proceed with the process.

The revaluation process ca be use to calculate the unrealized profit and loss after we issue the invoice.

Good luck,

Giorgio

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CU26111808-0 32 on at

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Hi

Thankyou for your valuable replies.

This requirement is for India.

We cannot use currency revaluation as it will only revaluate the customer balance and not other accounts eg. Revenue.

Fixed exchange rate we can use, but before this we require the invoice printout. Later on user can mistake while generating the actual invoice then generating the proforma invoice and there could be high chances of manually enter exchange rate for each invoice.

Yes, we are going for customization. For this customization we can auto force system to use fixed exchange rate based on some parameters. Main issue is when we generate the invoice first before posting, we need the same invoice to replicate once posted the invoice and dont let user to modify the invoice.

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Syed Haris Shah 1,648 Super User 2026 Season 1 on at

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Hi @CU26111808-0,

I agree. I suggested a customization approach in a previous comment that might also help you design a solution for this requirement.

If you find this answer helpful, please consider verifying the answer. 👍

Regards,

Syed Haris Shah

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