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Dear All,
I am having a case where the client wants to create a Draft Invoice automatically once the Purchase receipt is done at warehouse. Any body has faced this issue and anybody has done such thing?
Best
HAYAN
Hello Hayan,
Do you want to post that PO invoice directly or what is it that you want to to with this "draft" invoice?
How do you know what your vendor is going to charge you exactly?
Best regards,
Ludwig
Hello Ludwig,
No I don't want to post the Invoice, Instead I want to create the Invoice as draft invoice ( Pending Invoice) so that the Finance will check the Invoice and post if all is correct( after consolidating many invoices into one invoice once that vendor send his invoice to finance), my client is insisting on Having it so i am thinking of customising it however before doing this i am just checking that this functionality is available in Dynamics or no.
A starting point for your customization might be the purchase order received but not invoiced form.
If you click 'generate - invoice' and then save the 'draft invoice' you should be fine and achieve what you described.
Thank you for your reply, I will check this with the customer, however as mentioned before, the client doesn't want the Receiver to open the invoice or even see any value related to the Invoice.
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