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Purchase Quote, to Purchase Order, to Purchase Invoice

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Posted on by JGarcia123

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I am trying to find the most efficient way to trace a Purchase Quote to Purchase Order and Purchase Invoice. In working with our customers auditor it appears that a new transaction number is created for each document as it flows through each step, making it tedious to trace and test. That said does the Purchase Quote number flow through to the Purchase Order and Invoice Tables? Is there a report that will show the flow and relationship? Please advise. Just looking for the most efficient manner to audit the transactions.

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Dynamics 365 Business Central

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YUN ZHU 78,735 Super User 2025 Season 1 on at

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Purchase Quote, to Purchase Order, to Purchase Invoice

Hi, If it is only on the purchase order, you can directly see the Quote No.

On the Purchase Order:

If you posted the invoice directly on the Purchase Order, you can see it on the Posted Purchase Invoice page according to the method mentioned by MS ROCK.

The problem is that if you manually create the Purchase Invoice and then use Get Receipt Lines to create the lines, as far as I know this method cannot be associated with the Quote No. And requires some customization.

Hope this can give you some helps

Thanks.

ZHU
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MS ROCK 156 on at

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Purchase Quote, to Purchase Order, to Purchase Invoice

Hi,

It's a suggestion, may be sound inefficient but

you can use the table 122 in configuration package and can select the column you require. in which you can find Quote, order & invoice No. with dates as well.