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In Dynamics 365 Business Central, Purchase Order (PO) lines cannot be directly brought into a Purchase Invoice (PI). This is because the system links PO lines to receipt details when the PO is received (either fully or partially). Only after receiving the goods can the system bring receipt lines into the Purchase Invoice.
Business Central treats PO and PI as separate processes. The PO must be received before an invoice can be created based on the receipt lines. Therefore, PO lines cannot be directly transferred into the PI without receiving the items first.
To bring PO lines into the Purchase Invoice, you must first receive the goods. If the PO has already been received, use the "Get Receipt Lines" feature to bring the receipt details into the PI. Directly transferring PO lines into the PI without receiving the items is not supported by the standard process.
If you need to handle receiving and invoicing separately from PO, enable the "Receipt on Invoice" setting in Purchase & Payables Setup to automate both actions.
Can you clarify what you’re trying to achieve? Why create a purchase order if all the receiving and invoicing will be handled through the purchase invoice? Why not start directly with the invoice, or handle receiving on the purchase order?
Out of the box, there’s no functionality to bring purchase order lines to an invoice for receiving, as that’s not typically how the process is designed. The Copy Document and Get Receipt Lines functions you mentioned are the available options for this.
Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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