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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Purchase order and inv...
Microsoft Dynamics NAV (Archived)

Purchase order and invoice

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Posted on by Uyen 90

My school has just applied NAV. I control Purchasing and Warehouse. But since the software was developed by Accounting, I feel it's more Financial Purpose. For example, when we create Purchase Order, we must fill in correct VAT and cost. They say it cannot be changed after approval. But in my opinion, it should be albe to change in an allowed variance (for cost) and other VAT options (for VAT) when Accountants post invoice. Please can anyone advise if my thinking is correct? 

And what are the options to do stock out for internal consumed items? We have to follow Account instruction to do it in Item Journals - Negative, but it's very incovenient when we stock out 100 items for same receiver, we have to create 100 lines with same repeated manual receiver information input.

Thank you so much for any advice!

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  • Suggested answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    RE: Purchase order and invoice

    If you are using NAV 2013 and above you can just copy paste excel data to the NAV journals. Or else you can use a XML port to upload data to NAV from excel (.csv) file.

    refer this link for more example : www.softwareanswers.co.uk/.../new-feature-in-nav-2013-copy-from-excel-into-nav.html

  • Uyen Profile Picture
    Uyen 90 on at
    RE: Purchase order and invoice

    Thank you for your help on this issue!

    Is there anyway to do Stock out instead of using Item Journals? Since in Purchase Order or Sales Order we can input supplier/ customer information above, then list all items in a list below, it's more convenient. But in Item Journals we have to input/copy-paste the receiver information in each line, it seems time consuming to me.

    And you mentioned about work on Excel, how to work on Excel and paste to NAV?

  • Verified answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    RE: Purchase order and invoice

    You can define approval workflow as you want and if you want to modify the process you can do it with the help of a Dynamics NAV functional consultant. This is not a restriction with Dynamics NAV and it is a restriction from your finance.

  • Suggested answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    RE: Purchase order and invoice

    Hi,

    If your have define your VAT setup properly then you do not have to enter VAT amounts manually at the purchase level.

    Please refer below link for VAT setup :

    - www.cbsi-corp.com/.../NAV2013_08_FinancialManagementEssentials.pdf

    To purchase order process flow please refer below pdf link:  

    - www.cbsi-corp.com/.../NAV2013_04_Trade.pdf

    - msdn.microsoft.com/.../hh173808(v=nav.71).aspx

    Video : www.youtube.com/watch

    And for your question about entering same info 100 time.

    You can work on excel and then just paste those working to NAV, or you have the ability to just copy paste rows to NAV.

    If you need more clarification please revert back to me.

  • Suggested answer
    keoma Profile Picture
    keoma 32,675 on at
    RE: Purchase order and invoice

    hi,

    for purchase order processing follow:

    www.youtube.com/watch

    www.youtube.com/watch

    for purchase app. mgmt. follow:

    community.dynamics.com/.../purchase-approval-management.aspx

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