Purchase order processing

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Posted on by CU09081641-3

I hope someone can give advice on Purchase order processing.

With certain suppliers, we sometimes have to change their invoice amounts.

If I post-receive a PO until the order is complete, the post- invoice is for the total order, whereas we need split invoices, but I CAN edit the prices before posting.

If I post-receive AND Invoice the invoices are difficult to edit, requiring a credit etc. (Trying to use CORRECT)

Am I missing something?

I think when we receive items to create a purchase invoice rather than a posted purchase invoice would solve this. Is this a work around?

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Dynamics 365 Business Central

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Ramesh Kumar 7,547 Super User 2026 Season 1 on at

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1. Understanding the Current Process

Post-Receive Only: This allows you to edit invoice prices later, but you’re posting the full invoice amount, which may not match the split invoices you require.

Post-Receive and Invoice Together: This locks the invoice and makes price adjustments cumbersome, requiring credits or corrections.

2. Potential Solution: Use a Draft Purchase Invoice

When receiving items, instead of posting the invoice immediately, create a Purchase Invoice manually for the relevant items. This allows you to:

Enter the actual invoice details from the supplier.

Edit prices and quantities as needed before posting the invoice.

This process ensures that each invoice corresponds to the supplier's split invoices without requiring corrections or credits.

Also I would say its good thing use item charge for additional fees or changes

https://learn.microsoft.com/en-ca/dynamics365/business-central/purchasing-how-correct-cancel-unpaid-purchase-invoices

https://learn.microsoft.com/en-ca/dynamics365/business-central/payables-how-assign-item-charges

If this helped you, please check the box Does this answer your question?

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CU09081641-3 82 on at

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Hello,

It creates a credit Memo but it doesn't re-create the PO to edit as it was from a PO not an invoice it seems.

It suggests using copy document but there is no PO to copy once its been posted.

Quite a lot of work to manually create a Purchase invoice for every split delivery of a PO just in case one of the prices of a few pence out.

We have only just switched on so learning the best processes for our particular solution.

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YUN ZHU 99,055 Super User 2026 Season 1 on at

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Hi, it seems that you don't use a Purchase Invoice function, and all operations are on Purchase Order?

You can post the Receive on the Purchase Order, then get these lines on the Purchase Invoice, modify the price and post it. This does not require splitting the lines on the Purchase Order.

For example,

Hope this helps.

THanks.

ZHU

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