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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Recurring Purchase Inv...
Microsoft Dynamics NAV (Archived)

Recurring Purchase Invoice

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Posted on by Community Member

Hi

Can anyone tell me if we can enter Recurring PURCHASE invoice on monthly basis. Currently we have suppliers (eg  amazon, rent etc ) who charges std amount  month to month on the same day. I need to enter such charge as a monthly  invoice . I need to setup these as a periodic invoice on a certain day filled with std vendor codes. is there a way to do this? more like a  Recurring General Journal , but in the purchase invoice stage. i don't  want to open and create an invoice then add std vendor codes. 

even the std blanket Purchase order seem a bit long winded.

Can some one suggest a efficient method? 

All i want is to run this as a periodic  month event  to open these invoices , attach invoice, change invoice no and post the vendor invoice

thanks 

raga1

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  • Suggested answer
    RobertasR Profile Picture
    RobertasR 5,002 on at
    RE: Recurring Purchase Invoice

    Hi,

    check if you can attach the invoice to the Purchase Journal line and whether it stays with the Vendor Ledger Entry after posting. And if you can, then purchase journals are the best way. You lose the 'document' (as in Posted Purchase Invoice) but financially it is still a valid approach (especially if you can attach the actual scanned document to it), because it creates Vendor Ledger entry, VAT entries, PL entries, etc.

    Then you might want to prepare templates in Excel and every month just copy-paste from Excel to Purchase Journal and post.

    Robertas

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Recurring Purchase Invoice

    Thanks Alexander. Information was useful.

  • Suggested answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Recurring Purchase Invoice

    There is functionality of Deferrals available (How to: Defer Expenses to the Period when Incurred - msdn.microsoft.com/.../mt574344(v=nav.90).aspx ).

  • Suggested answer
    Ahmed Mohamed Rafik Profile Picture
    Ahmed Mohamed Rafik 3,049 User Group Leader on at
    RE: Recurring Purchase Invoice

    You can use "Copy Document" Function to copy "Posted Purchase Invoice" or "Order", this will copy the purchase header and purchase lines.

    Or you can use "Recurring Purchase Lines" to copy only purchase lines.

    If you find this information helpful, Click Yes to Verify the answer to share with other community members.

  • Community Member Profile Picture
    Community Member on at
    RE: Recurring Purchase Invoice

    Hi Raga1

    When you create a new invoice you can use "get recurring purchase lines" under Actions. This let's you create a standard template for recurring invoice lines. You still need to enter vendor information though.

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