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Customer Invoicing reference

  • 1.  Customer Invoicing reference

    TOP CONTRIBUTOR
    Posted 12 days ago
    Hi,
    We have a special request from a customer to capture one of their internal reference numbers on invoices when we generate them. Are there any pre-defined fields that we can add to the invoice posting screen that would allow us to capture additional information, out of the box? We'd ultimately like to be able to display the data in this field on the invoice sent to the customer and we would also like to have visibility of the field data when settling transactions for customer payments.

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    Thank you,
    Justin Cooper
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Customer Invoicing reference

    GOLD CONTRIBUTOR
    Posted 11 days ago
    Hi Justin

    I do not believe such a field is available out of the box. At my last client we did a mod that turned the Customer Requisition field on the Sales Order into this field so it both printed on the invoice and was moved into the CustTrans table so you could see it during settlement and payment proposal.

    Thanks,

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    Arush Kuthiala
    Western Computer
    Toronto ON
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Customer Invoicing reference

    Posted 11 days ago

    Good morning Justin;
    Can you talk a little more about the version of AX you are using, and your current process?  Are you using Free text invoices, originating from sales orders, or something else?

    Were on 2012R3, and I don't recall if we've customized around this: On both the FTI and Sales Order Invoice, the "Alt PO" is displayed on the invoice document.

    Alternatively, you could utilize out-of-box attachments/notes.  Look in AR->Setup->Forms->Form setup



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    Adam Pascoe
    Bio-techne
    Minneapolis MN
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Customer Invoicing reference

    Posted 9 days ago
    What version are you on? We are using D365F&O and use Customer reference field for this on the invoice header. You may need to personalize to add it to the header if you don't see it.

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    Kristi Koehnen
    Rahr Corporation
    Shakopee MN
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Customer Invoicing reference

    TOP CONTRIBUTOR
    Posted 3 days ago
    Hi Kristi,
    We are on 10.0.13 PU37. We currently utilize the customer reference field for the customer PO#, however this field is not visible on the grid for settling an invoice. It may be an option for us to do some customization to get that information pulled over, I was just hoping there might be some out of the box functionality.

    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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