I am trying to migrate from Quickbooks and I have many purchase invoices with a sales order referenced.
Is it possible to create a purchase invoice, not from a sales order, and tie it to a sales order?
These are purchase invoice line type of G/L account. ie COG-Material
Thank you for the response. I tried the above but it did not work with assigning GL type of transaction.
purchase order could be tied to sales order via drop shipment, but is created with type Item. For GL type of transaction, I doubt it will work. But you could try to create GL type of transaction as non-inventory item as a workaround. You need to test it out though.
As far as I know, the standard doesn't have this functionality. There are generally two methods for associating sales orders and purchase orders.
Make Drop Shipments:
https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-drop-shipment
Create Special Orders
https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-to-create-special-orders
Hope this helps.
Thanks
ZHU
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,240 Super User 2024 Season 2
Martin Dráb 230,104 Most Valuable Professional
nmaenpaa 101,156