Purchase order receive and invoice.

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Posted on by CU09081641-3

When I receive items from a purchase order I get two options:

1) Receive items

2) Receive & Invoice.

I tried receive and invoice but it auto fills the invoice and posts it, not giving me a chance to change the date, values, prices, purchase reference or anything at all.

THUS I have to receive the items and the manually create a purchase invoice, taking much extra time.

Is there a setting I am missing to enable me to edit the purchase invoice entries before its posted while using 'Receive & Invoice' ?

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Dynamics 365 Business Central

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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If you are Posting directly on the Purchase Order, whatever values you see on the lines (totals) will be what is posted on the Invoice. If the costs change for example, you need to update the PO lines to match the Vendor's invoice. This way when you post it will have the correct costing. In order to update the line quantities or cost, the PO must be in Open Status.

If you are getting an invoice for a partial amount or only specific lines of the PO, you can change the "Qty. to Invoice" field to match what is on the Vendor's invoice. The PO can remain in Released Status when making these entries.

Just remember, you're in control. Whatever you enter on the PO lines is going to be what ends up on the Posted Purchase Invoice.

I hope this helps. If so, please mark it as a Verified Answer.

Best Regards,

Ben Baxter

Accent Software Inc

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Mansi Soni 8,909 Super User 2025 Season 2 on at

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Hello,

In Business Central, using Receive & Invoice posts both the receipt and invoice in one step, automatically using data from the purchase order without giving you a chance to edit invoice details. If you need to modify dates, prices, or references before posting, you should only use Receive first, then manually create and edit the Purchase Invoice using the Get Receipt Line function. Unfortunately, there’s no setting to pause or review invoice data during the Receive & Invoice action - it's designed for quick, final posting without intermediate changes.

Hope this answer will help you!

Regards,
Mansi Soni

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Ramesh Kumar 7,529 Super User 2025 Season 2 on at

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Adding to below

Business Central Purchase and invoice page in same page based on your setup.

https://learn.microsoft.com/en-us/training/modules/receive-invoice-dynamics-d365-business-central/

Thanks

Ramesh

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Andrés Arias 4,190 Super User 2025 Season 2 on at

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Hello,

The functionality to receive and invoice, executes both processes automatically and does not allow to modify any field in the Invoice.

I would recommend Receive, and then modify the invoice according to the values you require. The other option would be to look at some development to perform the automation, according to the fields you need to change.

I hope I can help.

Regards,

Andres

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YUN ZHU 95,739 Super User 2025 Season 2 on at

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Is there any problem if you post receive first, then edit the purchase order, and then post invoice?

This is standard behavior and does not require customization.

Thanks.

ZHU

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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From the purchase order, you get three choices:

1) Receive

2) Invoice

3) Receive & Invoice

Once you receive the goods, you can change the date, values, price, etc and use the second option to post the invoice.

If you don't have the second option, it's possible that customisation was done to remove it.

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Gerardo Rentería Ga... 25,367 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Introduction - Receive items - Training | Microsoft Learn

Best Regards
Gerardo

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