BeyondERP.Subscribe

Setup page · Accounts receivable

Form sorting

A setup page for the sort order used when printing multiple invoices.

Used by
Accounts receivable clerk, Accounts receivable manager, Auditor and 12 more roles
Business process
Issue sales invoices
Menu item
SalesFormLetterSortingParameters
Main table
—
Data entity
—
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for the sort order used when printing multiple invoices.
What you do hereUse it to set the order in which multiple invoices are printed, for example by invoice account and sales order number.
ExampleFor example, you sort by invoice account on this page and then print invoices after posting, so they come out in a batch sorted by invoice account.
Form sorting page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processManage accounts receivable › Issue sales invoices
Menu pathAccounts receivable › Setup › Forms › Form sorting
Set up first—
Used next by—
Related pagesForm notes Microsoft Learn ↗Form setup Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Form sorting1 screen

Set up the sorting orders used when several invoices are printed together, for example by invoice account and sales order number.

  1. Screen 1

    Set the free text invoice sort order

    Go to Accounts receivable > Setup > Forms > Form sorting, Free text invoice tab

    1. Open the Free text invoice tab
    2. Move Customer account from AVAILABLE to SELECTED with the arrow
    3. Move Invoice to SELECTED below it
    4. Select Save
    1SELECTEDCustomer account
    2SELECTEDInvoice
    Set the free text invoice sort order (zoomed on the outlined fields)
    Show the full screenSet the free text invoice sort order
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
SELECTED—Customer account—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Form sorting——

Solution architect

5Design impact

Shared or per company—
Can it be undone—
Feature or country—
If you change it laterThe sort order is followed only when documents are printed after all invoices are updated; documents printed during processing aren't sorted this way. Microsoft Learn ↗

Technical architect

6Technical

Menu itemSalesFormLetterSortingParameters Checked in Dynamics 365
FormSalesFormLetterSortingParameters Checked in Dynamics 365
Table—
Data entities—
Who can open itPrivilegesMaintain the sorting of print sequence for sales order documents SalesFormLetterSortingParameterMaintainView the sorting of print sequence for sales order documents SalesFormLetterSortingParametersViewDutiesInquire into invoice and cash policies CustInvoiceInvoiceAndCashPoliciesInquirEnable invoice and cash process CustInvoiceInvoiceAndCashProcessEnableEnable shipping process InventShippingProcessEnableInquire into invoice and cash policies RentalCustInvInvoiceAndCashPolInquirEnable invoice and cash process RentalCustInvoiceInvAndCashProcEnableInquire into quotation to sales order policies RentalSalesQuotationToSlsOrdPoliciesInquireEnable quotation to sales order process RentalSalesQuotationToSlsOrdProcessEnableInquire into quotation to sales order policies SalesQuotationToSalesOrderPolInquireEnable quotation to sales order process SalesQuotationToSalesOrderProcessEnable
15 security rolesAuditor AuditPolicyManagerCollections manager CollectionLetterCollectionsManagerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental representative RentalRepresentativeRental sales manager RentalSalesManagerRetail service RetailServiceSales manager TradeSalesManagerWarehouse manager WMSWarehouseManager
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, Edit, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=SalesFormLetterSortingParameters
Integrate with—
Table definition—

Everyone

8Sources and checks