Hi!
I am trying to get a report which will show me what is owed on purchase invoices that are not posted. If I go into:
Departments - Financial Management - Payables - Purchase Invoices
This gives me a list of purchase invoices not cleared but does not give show me total invoice value.
Any help will be much appreciated.
Thank you
Nina
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Hi Nina,
Better you check with your NAV partner as you are very new to NAV and working as End User.
They would help you resolving your issue in faster way.
Hi!,
Thanks for getting back to me. I am an end user, and this is our first month of using this software. I am trying to get a list of all registered purchase invoices that are not posted by supplier for cash flow purpose.
From my point of view there are 2 separate items:
1) Posted invoices and you can get aged analysis
2) Registered invoices which are not clear - I can see all the purchase invoices that are not clear but in the header there is no option the select total amount incl vat or similar. I can go into individual invoice and find the value but I need this in report form for cash purposes.
Regards
Nina
Hi,
Run Page - 5709 (Get Receipt Lines) and filter "Qty. Rcd. Not Invoiced" > 0. This would give all the Purchase Receipts, which are pending for invoices.
You can export these details in Excel for further reference & analysis.
When you post fully the purchase order/invoice, it normally disappears from the Purchase Order/Invoice list. So if you would go to the Departments/Purchase/Order Processing/Purchase Orders, you will get the list of all yet unposted invoices, which are basically the Purchase Order headers. There is Amount field that shows the total amount, you should be able to see that in the list. Refer more to the fields you are able to see in the list of purchase orders/invoices:
Hi,
Please open Purchase Invoices (9308) Page in development enviroment, Add the field "Amount Including VAT", and reopen the Purchase Invoice List page, apply appropriate filters(in this case its open status invoices), and then select all and send to Excel.
From Excel you can get the totals.
OR
Get a developer to develop a customized report, which will be simple, straightforward and less cumbersome.
Hope it helps.
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