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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Conversion of Purchase...
Microsoft Dynamics NAV (Archived)

Conversion of Purchase Orders to Purchase Invoice

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Posted on by Community Member

Hi Community,

I am new to Microsoft Dynamics NAV and have a very basic question

Whenever we convert any purchase order to Purchase invoice, I want the copy of Purchase order and all its documents should be transferred and attached to Purchase invoice also.  Or if I can get a link in Purchase invoice through which I can go back to relevant purchase order. Is there any way to do this.

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I have the same question (1)
  • Suggested answer
    Miguel Llorca Gómez Profile Picture
    Miguel Llorca Gómez 7,019 User Group Leader on at

    Hi Klushwant! When you convert a PO to PI, all the attachments and comments remain on the new document. You'll only have the PO number, not the "document". If you need the document you should find it in "Archive" :-)

    Good luck!!

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    In Dynamics, when the new document is created, the corresponding old document is deleted.

    This is how NAV works.

    However, you can archive the required documents as Miguel Llorca explained.

  • Community Member Profile Picture
    Community Member on at

    to know better about purchase management, please check the below link.

    www.cbsi-corp.com%2Fwp-content%2Fuploads%2F2013%2F07%2FNAV2013_04_Trade.pdf&ei=bXn1VLmkH821uASm94GIDg&usg=AFQjCNFTfkXLyWgoV0gojcsjcSUfCRSkvg&bvm=bv.87269000,d.c2E

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Thanks everyone for your valuable response

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