Recently started using Navision and I'm hoping someone can shed some light on how to do the following;
Basically, I need to be able to display en masse Sales Invoices their associated Purchase invoice.
To explain further;
If I navigate to Posted Sales Invoices, select the correct invoice number then navigate to 'table name' Posted Sales invoice, I get a very descriptive view of the invoice (including address etc etc), one field of which displays the related purchase invoice.
However, I can't seem to find a way to do this for multiple (I need to do around a thousand!) Sales invoices. I really just need a line-by-line view of sales invoices and purchase invoice numbers. Evidentally the link must exist as its visible in the screen described above.
Can anyone shed any light??
Which version of Dynamics NAV is this and are you using reservations to link your Sales Invoices and Purchase Invoices?
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Would you like to Display Purchase Invoice No in Sales Invoice List ??
If Yes then you need to add column in Form No 143 Posted sales Invoices.
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This only works if they are using the special order functionality. Not if they are linked using reservations.
I appear to be working on version 6.0.
I'm going to speak to the people who do the billing now. Can you advise how we can tell if reservations has been used to link the documents?
Amol - my first thought was to add more columns into the Posted Sales Invoices but unfortunately nothing relevant shows up with regards to Purchase Invoices.
Well you should see if reservations are used. Easy to see on an open order. But if nothing shows up if you add the field Amol suggests, then, unless custom code has been created to handle it differently, then you are using reservations.
Unfortunately if reservations has been used to create this linking, then I suggest that you contact your partner/consultant, as creating either a report or a direct link from the invoice pages is not end-user changes, but something you need a developer to do.
Erik P. Ernst:as creating either a report or a direct link from the invoice pages is not end-user changes, but something you need a developer to do.
Thanks for the advice, it looks like I may have to do that.
Last thing before I do: we do have reports already that show the financial impact of this link. Ie, it will display the sales inoice number, the sales invoice value and costs of £7k (which are derived from the purchase invoice) however it just wont show the purchase invoice number. Is this definately something that needs to be looked at by our partner?
I suggest that you contact your partner for this. :)
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