I am trying to include serial numbers on invoices but don’t see this anywhere. Just curious if anyone has been able to do this easily.
Hello @Rudi, please describe in more detail what you are trying to achieve. Do you have any existing samples of invoices with serial numbers, or are you now trying to implement this?
Are you looking to add serial numbers to your invoices for tracking or identification purposes? If a posted invoice is re-printed, do you want to use the existing serial number or a unique serial number?
We need to know more about your use case, so please add as many details as possible. Sharing additional information will help us assist you better.
We are looking to add the serial number that is captured at the time of sale. I added some screenshots below to hopefully clarify what we are after.
Thank you for providing additional details, which have clarified your objective, and I’m pleased to inform you that achieving this is straightforward.
Here are the steps I took to address this:
- In D365FO, I located the standard data field related to the Serial number and added it.
- By right-clicking on the Serial number label and navigating to Form information > Form name, I identified the name of the data field.
- With this information, I opened the template for the report and located the same data field in the MainData section of the Docentric data source (DDSP).
In summary, incorporating the serial number into your invoices can be effortlessly accomplished by enhancing your custom Docentric template to include the @InventSerialId data field as a Field tagging element.
Feel free to reach out if you have any further questions or if there’s anything else I can assist you with.