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I can't figure out how to set up a recurring sales invoice. This might be really simple but we received no training with this new software, just some manuals that are not super helpful. I am trying to bill someone the same amount every month as a management fee so there is no inventory involved. However, I also want an invoice to be created to send to them. We also have the Soft4Real estate plug in if that helps at all. Below is some stuff I tried so far but if you know what to do then you probably don't need to read it.
When I go to "Create recurring sales invoices" (Under Sales and marketing--> order processing), a page with filters pops up and I have no idea where that is pulling from.
I tried creating a regular sales invoice that doesn't recur and I couldn't even get that to work. I tried just adding a TYPE: "Charge (Item) that I had to create, but after I select it I get the error "The General Posting setup does not exist. Identification fields and values: Gen Bus. Posting Group=",Gen. prod. posting group="". I created a General Prod. posting group when I made the item charge so I don't know why it's blank. on the error, and linked that group to a G/L account in "General Posting Setup" I also don't know how to get it to hit the G/L accounts.
Then I tried just putting in the journal entry lines I wanted and that didn't work. I've also done a bunch of other stuff with standard sales lines and recurring G/L entries that I found from googling, but always run into errors. I have no idea if I'm just doing something wrong or am in the wrong place.
I thought doing something through the service journal might work but I didn't know how to make those recurring, I only say that for the G/L.
Ok going to "Create recurring Sales Invoice" is the correct place. The page is asking what your order date and the corresponding posting date. You need to choose the customer and the associated code. The code is a "Standard Sales Code". You need to setup this code in advance. It can be an Item, GL account or a Charge Item(but it needs to be associated). The caveat is that the sales invoice will not be generated automatically. This will require human intervention or a customization from your VAR.
Thanks for your response. But how should I set up the code for what I want to do? (bill someone a monthly fee with no physical items involved) Which one do you think is best? I tried adding in the journal entry for what I want (A/R and revenue) but when I ran the invoice I got the error: "entity No. must have a value in sales line" when setting up the Standard Sales Code I see no column to add the entity, and when I right click and "choose columns", entity is not an option.
Also I have no idea what "it needs to be associate means".
Thanks for your help and sorry for how little I know, but if you could explain things in detail that would be appreciated (with no training, all I know is from clicking around so I have no idea how things relate/connect).
OK since you do not want to touch inventory, I would choose a GL account when creating the Standard Sales Code. What I mean by associated is that a Charge Item needs to be linked to an item line. The same way it needs to be associated in a sales/purchase order. This option does not apply to you. Start by searching Standard Sales Code. Create the code and choose GL in the line section. Pick the GL account to post the recurring sales invoice. Look at this link to give you better direction: www.adv-usa.com/.../dynamics-nav-standard-sales-codes-and-standard-purchase-codes
When I use GL accounts and then run the recurring sales invoice, I get the error: "Entity No. must have a value in sales line" do you know what I am doing wrong? Thank you for your patience.
Thank you for the link, I followed it but it does not say how to add the G/L accounts/ how to avoid an error (I have added the lines but don't know where to put/find entity no in there). I have the recurring sales line linked to the customer card.
Did you add the Standard Sales Code to the customer?
I do not see add standard sales code to customer like in the link you sent. Even if I go to customize the ribbon to add it, the option is not there. I am using a newer version of NAV so I am guessing that it's changed.
I have added recurring sales lines to the customer, which I believe to be the same thing as code based on instructions I've found online.
This is what the Sales Lines Card looks like, which seems the same as the sales code thing
When I click on "standard sales code", it brings me to a page that says "Standard Sales Lines" where I created the code/lines that I assigned to the customer using the "recurring sales lines" button on the customer card
Precisely it! Good Job!
Thank you, but do you know why I am still getting the error mentioned above? Here is a screenshot
I've even added a column "Info-entity" to the code but I still get the same error.
Unfortunately, you have to run a debug session to see where in the code the transaction is getting hung up. Before you do that, refresh your session to make sure there's no lingering cache.
Okay thank you for helping so much
For anyone reading this in the future, adding the entity to the customer card fixed the error
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