Microsoft Dynamics NAV (Archived)

Dealing with Purchase Invoices when goods receipt note is not yet entered onto Navision

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Posted on by Community Member

We are in the process of moving from NAV2009 to NAV2017, any suggestions gratefully received.

We have multiple sites where the quality of receipting varies from good to poor.

I am looking for a way of dealing with an invoice when the goods have not been received, the current process is:

Invoice arrives
Check if goods receipted
If no receipt against order quoted leave invoice off system and try again in a week or so time

I would like a process where an invoice is handled once and entered on the system, I am quite happy with the invoice being put on hold but then if the receipt is entered late it never gets matched to the invoice.

I do not see how I how can link invoices to POs if the receipt is not on the system.

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Community Member on at

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Suggestion :

Create the invoice header

Link a scan of your invoice to this header

When the goods are received, process items received as usual

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Amol Salvi 18,698 on at

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Ideal solution is that unless there is no receipt you should not enter invoice .

On Purchase invoice there is utlity for getting the posted receipt for invoicing wherein you can merge multiple receipts in one Invoice and post it

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Community Member on at

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Thanks for your help louisdynamics, I have explored this suggestion and believe it will work better than the process we have at the moment.

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tpupko 2,048 on at

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Hi Davearm,

I do not see how I how can link invoices to POs if the receipt is not on the system

In standard NAV functionality it is possible to create Pruchase Order and post item receipts based on Purchase Order lines.

You can create invoice as separate document and fill lines using function - Get receipt lines (Purchase invoice, Lines, Function, Get receipt lines). System fills lines and adds info to fields - Receipt no. and Receipt line no.

Tatiana

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