You created a Sales Order with External Reference. From this Sales Order, you created a Project. In the related Project Invoice Request, you entered a different External Reference. When you open the Preview of the Project Invoice Request, you expect that the External Reference is displayed as in the Project Invoice Request. Instead the External Reference from the Sales Order is displayed.
Reproducing the Issue
- Go to Project Management Work Center.
- Go to Invoice Preparation / Project Invoice Requests view
- Show All Project Invoice Requests and Find ABC (ABC is the ID of the Project Invoice Request)
- Click Edit
- Click Preview
The Your Reference field doesn’t show the External Reference maintained in the Project Invoice Request. It shows the External Reference maintained in the related Sales Order.
The Preview for Project Invoice Requests is the Customer Invoice that will be sent to the Customer. For all Documents that are based on the Customer Invoice Template, the External Reference is pulled from the corresponding Sales Order only.
This is expected system behaviour.
KBA , AP-CI , Customer Invoice Processing , How To