Filter receipt and shipment lines to quickly find documents you want to invoice

Enabled for	Public preview	General availability
Users, automatically	-	Apr 1, 2026

Business value

This improvement helps you locate the correct document lines more quickly, especially in environments with a large number of receipts or shipments. By filtering on recognizable business fields such as order number or references from vendors or customers, you reduce time spent searching and lower the risk of bringing in the wrong lines.

Feature details

There are new filters on the Get Receipt Lines, Get Shipment Lines, and Get Service Shipment Lines pages. When you bring receipt or shipment lines into documents such as purchase, sales, or service invoices, you can now narrow the list by filtering on the following fields:

All documents:

• Order No.
• Your Reference

Sales and service shipments only:

• External Document No.

Purchase receipts only:

• Vendor Order No.
• Vendor Shipment No.
• Item Reference No.

These fields come from the related document header and are now stored on the receipt or shipment line, so you can apply filters directly on the lookup pages.

To use the new filters, follow these steps:

1. Open a purchase, sales, or service invoice.
2. Choose the Get Receipt Lines, Get Shipment Lines, or Get Service Shipment Lines action.
3. On the lookup page, use the filters on fields to narrow the list to the specific order or reference you're working with.
4. Select the matching lines and bring them into your document.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

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