Hi, Readers.
Today, I would like to briefly discuss how to easily display Sales/Purchase Order No. in Item Ledger Entries (Source Order No. and Source Description).
In Business Central, after you complete all the lines and enter all the information on the sales order, you can post it to create a shipment and an invoice.
When a sales order is posted, the customer’s account, the general ledger, and the item ledger entries are updated. The exact same thing goes for Purchase Orders.
For each sales order line, an item ledger entry is created in the Item Ledger Entry table (if the sales lines contain item numbers) or a general ledger entry is created in the G/L Entry table (if the sales lines contain a general ledger account). Also, sales order number are always recorded in the Sales Shipment Header and Sales Invoice Header tables. For example,
The same applies to Purchase Orders as well.
However, by default, the Order No. is not displayed in the standard Item Ledger Entries page.
First, the Document No. in Item Ledger Entries represents the posted document number.
Then, although fields like Order Type, Order No., and Order Line No. exist in Item Ledger Entries, they are designed exclusively for Production, Transfer, Service, and Assembly orders—not for Sales or Purchase Orders.
So, is there a simple way to achieve this? Do we really need custom development? Not necessarily—Microsoft recently introduced two new fields to address this exact issue, Source Order No. and Source Description (<- Customer/Vendor Name).
These two fields can be added directly to the page using the Personalization feature. More details: Personalize your workspace
Note that these two fields are not actual physical fields stored in the table; rather, they are calculated via standard methods. As a result, after adding them to the page, you will need to reopen the page to view the populated data.
Done.
Great, give it a try!!!😁
PS: This automatically fetches the Order No. from the Posted Sales Shipment or Posted Purchase Receipt; if it is blank, it won’t be displayed in the Item Ledger Entries either.
END
Hope this will help.
Thanks for reading.
ZHU
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