SBX - Search With Button

SBX - Forum Post Title

Purchase Invoice vs Purchase Journal

Dynamics 365 Business Central Forum

ait-2017 asked a question on 11 Oct 2018 11:19 AM
My Badges

Question Status

Verified

Hello --  We have been using the Purchase Journal template to enter payables in Business Central.   In looking at the template for the Purchase Invoice, I noticed that we can use GL accounts instead of item numbers (as we do not have inventory item to sell).  Are there any advantages to the use of the Purchase Invoice vs the Purchase Journal?

Also, once you have started using the Purchase Journal, do you need to continue using that, or can you switch between the two?   There are certain features on the PI template, that are not yet available on the PJ template.  Just trying to get the sense for best practices....

Thank you!

Reply
Verified Answer

Purchase Invoice should be used always when you have a purchase document to register. Here you can use Items and G/L Accounts too. You can attach the original document from the vendor, description lines and other details not available in the journal.

The journal should be used only for corrections, or for bills that do not have a paper or electronic document.

Reply
ait-2017 responded on 14 Oct 2018 8:44 PM
My Badges

Stefano -- thank you for the feedback.  May I ask you another question about the Purchase Invoice.... when you enter vendor transactions using the Purchase Invoice, the general ledger only shows "invoice" and the vendor's ID#.  Is there a way to add the vendor's name as well?

Thank you!  

Reply
Verified Answer

Yes, by simply creating a flowfield on the underlying table.

Reply
ait-2017 responded on 15 Oct 2018 1:07 PM
My Badges

Thanks so much Stefano... We are not uploading vendor invoices now, but we may move in that direction in the near future.

Reply
Verified Answer

Purchase Invoice should be used always when you have a purchase document to register. Here you can use Items and G/L Accounts too. You can attach the original document from the vendor, description lines and other details not available in the journal.

The journal should be used only for corrections, or for bills that do not have a paper or electronic document.

Reply
Verified Answer

Yes, by simply creating a flowfield on the underlying table.

Reply

SBX - Two Col Forum

SBX - Migrated JS