Sales Orders

Opens dialog that shows all the custom fields for the header or line (depending on how the action was selected). The custom fields available are based on and in the order as set up on the Subscription Billing Parameters page.

For billing schedules, specify or edit the custom fields as needed. For sales orders, the custom fields are updated after they are created from billing schedules through the Invoice Creator. Values for the custom fields can be edited at any time for billing schedules or billing schedule lines that are not terminated or for open sales orders.

Note: Only custom fields which are activated are available. See Deactivate Custom Fields. If the status of the header or line is Archived or Terminated, then custom fields which were used but then deactivated will appear.

Opens a dialog where you can review the Invoice split settings coming from the billing schedule header. You can edit the split invoice options, if necessary.

Note: When you are posting sales order invoices in the Posting invoice page, the Summary update for field must be set to None. You will not be able to post any sales order invoices if that field is not set to None.

The Invoice split settings are based on your settings in the Billing Schedule Group > Invoice split. This option will decide if the schedule will be using the Invoice split functionality or not. The default Invoice split settings are determined by Subscription Billing Parameters.

Select whether or not the sales order line is on hold. When you mark a sales order line as on hold you cannot invoice that line, create packing lists, or picking slips.

Note: If you have a BOM product, the top level BOM item, you cannot mark a sales order line as on hold if the top level BOM item has been invoiced.

Opens dialog that shows all the custom fields for the header or line (depending on how the action was selected). The custom fields available are based on and in the order as set up on the Subscription Billing Parameters page.

For billing schedules, specify or edit the custom fields as needed. For sales orders, the custom fields are updated after they are created from billing schedules through the Invoice Creator. Values for the custom fields can be edited at any time for billing schedules or billing schedule lines that are not terminated or for open sales orders.

Note: Only custom fields which are activated are available. See Deactivate Custom Fields. If the status of the header or line is Archived or Terminated, then custom fields which were used but then deactivated will appear.

Displays read-only values for the Contract price and Price frequency of the selected line. More.

Displays read-only values for the Billing period start date and Billing period end date of the selected line.

Select to use advanced invoicing when processing sales orders. Advanced invoicing lets you invoice customers before the items are shipped.

The default value of Advanced invoicing is based on the item in the sales order and its item setup. For example, if you have turned on Advanced invoicing for an item in Advanced Invoicing Items, then Advanced invoicing will automatically be turned on for the sales line if you are using that item.

You can turn Advanced invoicing on or off on the sales line level if you want.

Select to explode the lines of a BOM item. When you turn on Explode BOM on invoicing, you can view and ship the component BOM line items of a BOM product.

The default value of Explode BOM on invoicing is based on the item in the sales order and its item setup. For example, if you have turned on Explode BOM on invoicing for an item in Advanced Invoicing Items, then Explode BOM on invoicing will automatically be turned on for the sales line if you are using that item.

You can turn Explode BOM on invoicing on or off on the sales line level if you want.

Select whether or not you want to automatically recognize the revenue of a sales order when it is shipped instead of when it is invoiced.

• Yes: Deferral schedules are automatically created when you use advanced invoicing with a sales order.
• No: Deferral schedules are not automatically created. You can choose how you want to recognize the revenue.

We recommend you only use Inventory status if you are able to add customized code to your Microsoft Dynamics 365 for Finance and Operations environment.

• Yes: The Inventory status field is displayed on your sales orders.
• No: The Inventory status field is not displayed on your sales orders. You can use all other Subscription Billing features, including advanced invoicing, normally.

Displays the status of the invoice if you are using the Advanced invoicing feature.

• Open
• Invoiced
• Shipped
• Canceled
• Returned: This status will only be displayed if the full quantity has been returned.

Opens dialog that shows all the custom fields for the header or line (depending on how the action was selected). The custom fields available are based on and in the order as set up on the Subscription Billing Parameters page.

For billing schedules, specify or edit the custom fields as needed. For sales orders, the custom fields are updated after they are created from billing schedules through the Invoice Creator. Values for the custom fields can be edited at any time for billing schedules or billing schedule lines that are not terminated or for open sales orders.

Note: Only custom fields which are activated are available. See Deactivate Custom Fields. If the status of the header or line is Archived or Terminated, then custom fields which were used but then deactivated will appear.