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My client is using warehouse receipt for create PO receiving then create another puchase invoice to generate purchase receipt lines. (NAV2013)
Under role center, purchase agent, purchase orders, there are two information, Not Invoiced data.
However, we always find PO have been fully received and invoiced but still in "not invoiced" list.
May I know how to fix this?
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Hi,
I have checked the code and it is as per the purchase header Completely invoiced field.
When we post invoice from the purchase order screen by using Receipt & Invoice or Invoice then system is updating this field and set to us. the Purchase Cue is also refer this field so if you post the invoice by using the purchase invoice function then the purchase header is not getting updated and hence it shows as not invoiced.
We can do one thing to overcome this by creating a batch job which looked at the purchase orders which are set as a completely received (field on the purchase header) and all the line are having the Qty received not invoiced as 0.00 then it should update the purchase header with completely invoiced. I have create this batch job by process report and it works. you need to take help to create this batch job from your development partner of dynamics NAV.
Hope this answer your question.
Regards,
Saurabh Shah
Hi Jesse,
If you have created a separate Invoice and used the Get Receipt Lines, the "Invoice" field value will not be set to "Yes" in the Purchase Header (for the above mentioned PO) and hence, you will see that the PO is outstanding to be invoiced (in the "Purchasing Agent Role Center").
Hi Saurabh Shah :
The PO line information is totally correct. My question is when you use "Purchase Agent" role tailer and check "not invoiced" under Purchase Orders function.
When user click "not invoiced", they expect to see PO hasn't been fully invoiced but in reality, they see a lot of PO with fully receipt and invoiced.
I think the "not invoiced" data is actually from table 9055, purchase cue, the field,Not Invoiced.
Looking into the flow field, you can see the CalcFormula below:
Count("Purchase Header" WHERE (Document Type=FILTER(Order),Completely Received=FILTER(Yes),Invoice=FILTER(No),Responsibility Center=FIELD(Responsibility Center Filter)))
The most critic part is "Invoice=FILTER(No)"
If we create purchase invoice and use get purchase receipt line function then post this purchase invoice, the system won't update "invoice" field on origianl PO.
Under this circustance, under "not invoiced" list, user is always see a bounch of PO there but those PO may already fully receive and invoice. That's why users feel confused.
Not sure if this is kind of bug or just system use its own logstic to show data.
BR,
Jesse
Hi Jesse,
I am confused by statement that the PO receiving through the warehouse receipt and then the seperate invoice get posted to generate the receipt lines.
Please check that the purchase order lines are updated with the quantity invoiced. if this is not updated then there is problem in posting trasactions.
Generally, while posting the warehouse receipt, system is also creating the posted purchase receipt and same time inventory. While post the invoice from the seperate function Purchase invoice, you need to do the Get receipt lines function from the system, rather then putting items manually in invoice. if you put the items manually in invoice then system will not update the receipt or po records and it always shows as a pending for invoice.
You can find the get receipt function in purchase invoice in line actions
Function --> Get Receipt lines
Please check.
Regards,
Saurabh Shah
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