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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase Invoice tied ...
Small and medium business | Business Central, N...
Suggested Answer

Purchase Invoice tied to Sales Order

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Posted on by mak1000 15

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

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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,307 Super User 2025 Season 2 on at
    RE: Purchase Invoice tied to Sales Order

    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

  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 8,200 Super User 2025 Season 2 on at
    RE: Purchase Invoice tied to Sales Order

    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.

  • mak1000 Profile Picture
    mak1000 15 on at
    RE: Purchase Invoice tied to Sales Order

    Thank you for the response.  I tried the above but it did not work with assigning GL type of transaction.

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