How to navigate between orders and posted documents in Business Central?
From open orders, such as Sales Orders and Purchase Orders, we can navigate to posted documents, linked to the open documents.
This is what happens in the video
In Microsoft Dynamics 365 Business Central, you can navigate from open documents like Sales Orders and Purchase Orders to the posted documents linked to them. You use the Navigate function to find related shipments and invoices for a specific order.
When an order has been invoiced across several invoices, all of them appear in the list. You open any posted Sales Invoice by clicking its number, and you return to the open document with the back arrow or the Escape key.
Navigating from open orders to posted documents
When you work with open orders in Business Central, such as Sales Orders and Purchase Orders, you often need to see the posted documents that are linked to them. This is straightforward with the Navigate function.
Open the order you want to inspect and press Navigate. From there you can choose whether to see the Shipments or the Invoices connected to the Sales Order.
Viewing multiple invoices on a single order
If an order has been invoiced across several invoices, all of them show up in this list. That makes it easy to get an overview of how the order has been settled.
In a typical case where the order has only been invoiced once, you will see a single invoice connected to the Sales Order. To open the posted Sales Invoice, click on the number.
Returning to the open document
When you are done looking at the posted invoice, you can get back to the open document in two ways. Use the back arrow, or press Escape on the keyboard.
Q&A
How do you find posted documents linked to a Sales Order in Business Central?
Open the Sales Order and press Navigate. Then choose whether you want to see the Shipments or the Invoices connected to the order.
What happens if an order has been invoiced over several invoices?
All of the invoices connected to the order appear in the list when you navigate from the open document, so you get a full overview.
How do you open a posted Sales Invoice from the navigation list?
Click on the invoice number to open the posted Sales Invoice.
How do you return to the open document after viewing a posted invoice?
Use the back arrow or press Escape on the keyboard.