Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Business Central forum / Receiving and invoicin...
Business Central forum

Receiving and invoicing a Purchase order

(0) ShareShare
ReportReport
Posted on by Ola Darwish 905

Hi

Is there a way to receive the Purchase order without going to the purchase order screen again and overriding numbers and then posting?

If the users who enter the PO are different from the ones who receive and invoice. how can that be achieved in Business Central.

I find it really strange that whenever I want to receive or invoice, I have to open the PO and change numbers and post

I also find it very error prone for partial receiving. It becomes even more difficult if I m trying to do 3 way matching

is there a better to handle the PO to invoice part?

Thanks

Ola

Categories:
Purchasing
  • projectaccting20 Profile Picture
    projectaccting20 147 on at
    RE: Receiving and invoicing a Purchase order

    Is it possible to automate the "Get Receipt Lines" function? For example, the PI has 4 lines that match the 4 lines from the PO, can it automatically bring Get Receipt Lines and bring them into the grid of the PI?

  • Andrei Panko Profile Picture
    Andrei Panko on at
    RE: Receiving and invoicing a Purchase order

    I think so: Once bill is received - accountant creates Purchase Invoice and uses "get receipt lines" functions, that can get receipt lines from multiple POs of same vendor.

  • Frans Wiersma Profile Picture
    Frans Wiersma 5 on at
    RE: Receiving and invoicing a Purchase order

    Hi Andrei,

    We are looking into business central at this moment but we do not have a testing environment yet.

    Do you perhaps know whether you can have receipt lines from multiple P.O.s on one vender bill in Business Central? (And still use 3 way matching)

    Regards, Frans

  • Andrei Panko Profile Picture
    Andrei Panko on at
    RE: Receiving and invoicing a Purchase order

    Maybe this version of process will fit better:

    1. User A creates Purchase Order. (as it is now)

    2. Once goods/items are delivered - warehouse worker registers received goods using Warehouse receipt or Warehouse pick (there are some nuances on what to choose depending on your processes - have a look at this article: http://www.dynamicsnavconsultant.com/different-flavors-of-warehouse-management-in-dynamics-nav/ ). Once warehouse pick/receipt is registered the value in "quantity received" field of the purchase order will be updated  

    3. Once bill is received - accountant creates Purchase Invoice and uses "get receipt lines" functions.

    PS: If you decide to stay with PO, notice that there is Statistic action in the purchase order page. It contains order, receipt, invoice tabs. Once user updated Qty to Invoice in lines - the amount on the invoice also changes, you can use it verification before posting.

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Receiving and invoicing a Purchase order

    As standard, you need to access the PO Lines and insert the quantity to receive. You can easily customize this behaviour with a simple extension that permits the user to see only the lines to receive and post them directly (same code as the Post button in the Header)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans