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Small and medium business | Business Central, N...
Suggested Answer

How to received PO and create invoice

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Posted on by 65

Hello, 

Po has been delivered and now I need to receive it and create invoices. What are the steps to complete this?

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  • Suggested answer
    Community Member Profile Picture
    on at

    Lanai,

    When you say PO you mean Purchase Order correct? If yes,

    1. Search for the Purchase Orders.

    2. Find the PO in question.

    3. Open the document

    4. Make sure the Qty. to Receive, on the PO Line, equals what was delivered. Make sure any other PO Line that was not received shows 0.

    5. Now Post - Receive the PO. If you have the Invoice, you can enter the Invoice Number and Document Date. If yes, you can do both Post - Receive and Invoice.

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    Lanai Norris Profile Picture
    65 on at

    Steve,

    YES!! Thank you again! Last question. I have an non inventory item for auto oil fee (rate is per gallon) When I go to receive the Purchase order error pops up and says that the general posting setup does not exist. What do I need to do here?

  • Suggested answer
    Trublu849 Profile Picture
    275 on at

    Hey Lanai,
    Check in the item card under Costs and Posting to make sure the Gen Prod posting group is set correctly, hope this helps.  (Also could be your gen post group under general post-setup needs attention)

    Thomas

  • Lanai Norris Profile Picture
    65 on at

    Okay. I think I got it.

    I do need to correct the posting group. PO is posting to the wrong cost of goods account. How do I change that? I would like to break up the COGS by two vendors. Right now the PO is posting to a general COGS account.

    Do any of you have any recommendations on online classes I can take to get more familiar with accounting side of D365 BC?

  • Suggested answer
    Jeremy Vyska Profile Picture
    727 on at

    Hi Lanai!

    Last month, I did a "community resource" overview that you can watch online that will give you a lot of links to resources:  DynamicsCon 2021 Session: Voyage through the Business Central Archipelago

    There aren't a lot of different platforms providing courses (yet) focused on application use, but I know there are a couple out there, like UseDynamics.com.

    I think my new book might also answer some of the questions you've asked here.

  • Suggested answer
    Community Member Profile Picture
    on at

    Lanai,

    Adding to Jeremy's great session I watched... I am attaching an overview of the Posting Group logic and Accounting Flow.

    Hope this helps.

    Thanks,

    Steve

    View:/cfs-file/__key/communityserver-discussions-components-files/758/Purchase-and-Sales-Posting.xlsPosting-Group-Dazzle.doc  

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