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How to get PO Lines in Purchase Invoice

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Posted on by Sneha Mani

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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

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Dynamics 365 Business Central

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Vahid Ghafarpour 12,133 Super User 2025 Season 2 on at

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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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Khushbu Rajvi. 20,441 Super User 2025 Season 2 on at

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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.

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Valentin Castravet 31,479 Super User 2025 Season 2 on at

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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/

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YUN ZHU 95,714 Super User 2025 Season 2 on at

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Agree with Valentin, you just need to turn on the option below and it will be no different than posting on the PO.

If you have a special reason, this needs to be customized, the standard does not have this function.

Thanks.

ZHU

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Inkey Solutions 2,100 on at

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In Dynamics 365 Business Central, Purchase Order (PO) lines cannot be directly brought into a Purchase Invoice (PI). This is because the system links PO lines to receipt details when the PO is received (either fully or partially). Only after receiving the goods can the system bring receipt lines into the Purchase Invoice.

Business Central treats PO and PI as separate processes. The PO must be received before an invoice can be created based on the receipt lines. Therefore, PO lines cannot be directly transferred into the PI without receiving the items first.

To bring PO lines into the Purchase Invoice, you must first receive the goods. If the PO has already been received, use the "Get Receipt Lines" feature to bring the receipt details into the PI. Directly transferring PO lines into the PI without receiving the items is not supported by the standard process.

If you need to handle receiving and invoicing separately from PO, enable the "Receipt on Invoice" setting in Purchase & Payables Setup to automate both actions.

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