Sales Invoice Document

Dynamics AX 2009

This topic describes the sales invoice service and document and the associated business logic in Microsoft Dynamics AX.

Enables external systems to retrieve sales invoices.

  • Outbound (sent by Microsoft Dynamics AX)

The following service operations are exposed by the document service:

  • find

  • findKeys

  • read

The following objects are associated with the sales invoice document.

Outbound

A sales invoice is automatically sent electronically when it is posted if the invoices have been configured in AIF. A sales invoice can be sent multiple times by navigating to Accounts receivable > Inquiries > Journals > Invoice and clicking the Send electronically button.

Inbound

N/A

Restrictions

None

Table Relationships

The AxFormLetterRemarks and AxDocuRef classes are used to add form notes to the document. The AxInventDim class is used to add inventory dimension data to the document. The AxCustPaymSched and AxCustPaymSchedLine classes are used to add payment schedule data to the sales invoice document.

Note Field Handling

The outbound sales invoice document can contain form notes and remarks that must be processed when the sales invoice document is created. Tables that contain form notes include the following:

  • DocuRef

  • FormLetterRemarks

Form notes in the sales invoice document are created in the DocuRef table using the built-in business logic in Microsoft Dynamics AX.

Adding Notes to the Sales Invoice Header

DocuRef.RefRecId = CustInvoiceJour.RecId

DocuRef.RefTableId = CustInvoiceJour.TableId

DocuRef.RefCompanyID = CustInvoiceJour.DataAreaId

DocuRef.TypeId = CustFormLetterDocuments.DocuTypeInvoice

DocuRef.Restriction = "Internal"

CustFormLetterDocuments.DocuOnInvoice = "Header" or "All"

Adding Notes to the Sales Invoice Lines

DocuRef.RefRecId = CustInvoiceLine.RecId

DocuRef.RefTableId = CustInvoiceLine.TableId

DocuRef.TypeId = CustFormLetterDocuments.DocuTypeInvoice

DocuRef.Restriction = "Internal"

CustFormLetterDocuments.DocuOnInvoice = "Lines" or "All"

Required Fields

Excluded fields

Field Defaults

Constraints

Entity Key

CustInvoiceJour.RecID

The security key is found on the Permissions form under Accounts receivable > Services > SalesSalesInvoiceService. The key name is SalesSalesInvoiceService.

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