How to set option to select which Sales Invoice number series to convert from Sales Order

Some companies might have different types of income source; hence they will require more than 1 set of running number series to track their sales invoice based on type of income.

One example for this scenario here is a company require to create Sales Order from BC, once the customer agree with the terms and conditions, the company will convert the Sales Order to become Sales Invoice, but they need the choice to select which Sales Invoice number series to use before the Sales Order is converted.

The option to choose Sales Invoice number series can be enabled by adding an additional field “Posting No. Series” to Sales Order page. Do take note that you will need to use the Designer mode to pull this field out.

How it works is, before the Sales Order is convert to Sales Invoice, select the option from Posting No. Series field.

User can choose which number series to be used when the Sales Order is converted from here.

Proceed to post the Sales Order once the Sales Invoice number series has been decided.

After the Sales Order has been posted, the Sales Invoice is converted based on the Posting Number Series selected.

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