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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to get PO Lines in...
Small and medium business | Business Central, N...
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How to get PO Lines in Purchase Invoice

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Posted on by Sneha Mani 112
Dear Members,
 
Is there any standard functionality available to generate PO Lines in Purchase Invoice as we get receipt lines in Purchase Invoice? I'm aware of the copy document functionality but it replicates the PO and creates a new Purchase invoice. Other than that, is there a way to bring in PO lines into an invoice so that I can both receive and invoice them?
Please share your valuable ideas.
 
 
 
Thanks in advance,
Sneha
 
Categories:
Dynamics 365 Business Central
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,284 Super User 2024 Season 2 on at
    How to get PO Lines in Purchase Invoice

    Can you clarify what you’re trying to achieve? Why create a purchase order if all the receiving and invoicing will be handled through the purchase invoice? Why not start directly with the invoice, or handle receiving on the purchase order?

    Out of the box, there’s no functionality to bring purchase order lines to an invoice for receiving, as that’s not typically how the process is designed. The Copy Document and Get Receipt Lines functions you mentioned are the available options for this.

     

    Valentin Castravet
    Work: Zander ERP Services
    Blog: Dynamics 365 Business Central Insights
    LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 6,461 Moderator on at
    How to get PO Lines in Purchase Invoice
    There's no standard functionality to directly fetch PO lines into a Purchase Invoice like "Get Receipt Lines." You can either use Copy Document or customize the system to add this feature.
  • VaHiX Profile Picture
    VaHiX 3,802 on at
    How to get PO Lines in Purchase Invoice
    You can create a custom script or workflow to automate the transfer of PO lines into a Purchase Invoice. This would involve using Dynamics 365's development tools to script the process based on your specific requirements.
     

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