Add Missing Prefix to Purchase Order Number in Continia Software’s Document Capture

Microsoft Dynamics 365 Business CentralI’ve been doing some work with a client recently, helping them implement Document capture (DC) from Continia Software. One of the queries which cam eup, was how to add a prefix onto a purchase order number.

The issue was that they were sending purchase orders out with a company specific prefix (e.g. FAB- for Fabrikam, Inc. or CRO- for Cronus UK, Ltd.), but when the invoice came in, the supplier was not including the prefix so the invoices were not matching up with the receipts.

I did a little experimenting and came up with a solution of the client which both worked and was easy for them to maintain in future. We did this by adding two new fields (PO Prefix and PO Number Without Prefix) and changing the standard Our Order No. field to have a formula where the two new fields were concatenated.

The example below is one I have mocked up, rather than using screenshots from the clients system. In this example, the new PO Number field has a Formula set to 'PO' (on the client’s system this would have been something like 'FAB-') and set to not required and not to search for the value:

Template Card Field - PO Prefix

The PO Number Without Prefix field is set to required and to search for the value as this is the field which will be used to find the PO Number on the scanned invoice:

Template Card Field - PO Number Without Prefix

The standard Our Order NO. field has been amended to not be required and not to search for the value and has a formula of POPREFIX+PONUMBERWOUTPREFIX which concatenates the two new fields together:

Template Card Field - Our Order No.

The two additional fields were done on the master template, but the third one is only changed on vendors where it is necessary.

What should we write about next?

If there is a topic which fits the typical ones of this site, which you would like to see me write about, please use the form, below, to submit your idea.

Your Name

Your Email

Suggested Topic

Suggestion Details

Leave a Reply

Your email address will not be published. Required fields are marked *