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Purchase Invoice vs Purchase Journal

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Posted on by Petronila 390

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!

Categories:
Purchasing
  • Petronila Profile Picture
    Petronila 390 on at
    RE: Purchase Invoice vs Purchase Journal

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

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Purchase Invoice vs Purchase Journal

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

  • Petronila Profile Picture
    Petronila 390 on at
    RE: Purchase Invoice vs Purchase Journal

    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!  

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Purchase Invoice vs Purchase Journal

    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.

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