D365 Finance & Operations and Dynamics AX Forum

Hi there, 

Could anyone advise if you can combine free text invoices with sales orders, and what effect this would have on the general ledger transactions?

Our implementation-partner advised to use free text invoices, based on our specific requirements and that's working fine, but now we would like to optimize the intercompany transactions and try and use automatically created purchase orders from sales orders.

1. Can you use free text invoices next to sales orders in your environment?
1a. Is there anything you can do with free text invoices that you cannot do with sales orders?

2. We are currently working with procurement categories and not with items.
Can you procurement categories without items and purchase orders with non-stock items combined in one environment?

Many thanks in advance.
J

Hi Jasper,

You can use free-text invoices next to sales order invoices. In fact, in most implementations I was part of, they were used both. Be aware that the purposes are different. Sales orders is about items and categories. With Free-text invoices you can specify a direct ledger account without any reference to sold items. 

With Free-text invoices, you can also manage the sale of fixed assets which are not possible with Sales order invoices. Another option is to create an invoice for projects directly without creating a fee transaction first.

Can you explain your second question with some more details? Initially, I think the answer is yes, but I'm not sure what you intend to achieve.

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kind regards,

André Arnaud de Calavon
Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions

Original Message:
Sent: Dec 25, 2020 03:43 PM
From: Jasper Jeensma
Subject: Combining sales order with free text invoices and procurement categories with non-stock items

Hi there, 

Could anyone advise if you can combine free text invoices with sales orders, and what effect this would have on the general ledger transactions?

Our implementation-partner advised to use free text invoices, based on our specific requirements and that's working fine, but now we would like to optimize the intercompany transactions and try and use automatically created purchase orders from sales orders.

1. Can you use free text invoices next to sales orders in your environment?
1a. Is there anything you can do with free text invoices that you cannot do with sales orders?

2. We are currently working with procurement categories and not with items.
Can you procurement categories without items and purchase orders with non-stock items combined in one environment?

Many thanks in advance.
J

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Jasper Jeensma
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