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How to transform Purchase Order to unposted Purchase Invoice?

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Hi. How can I transform Purchase Order to unposted Purchase Invoice? (during Posting Order is transformed to Posted Invoice)

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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 60,007 Super User on at
    RE: How to transform Purchase Order to unposted Purchase Invoice?

    Hi, Gavin is correct. Using this method, you can post one invoice for multiple orders.
    I have some demo videos below of this that hopefully will give you some hints.

    https://yzhums.com/14923/

    Thanks.

    ZHU

  • Suggested answer
    Gavin Profile Picture
    Gavin 2,331 on at
    RE: How to transform Purchase Order to unposted Purchase Invoice?

    Hi,

    Alternatively, if have received the items from the Purchase Order, and therefore have a posted purchase receipt, you can pull receipt lines onto an unposted Purchase Invoice.

    i.e., from the Purchase Order "Receive" the items:

    pastedimage1670762471121v1.png

    This creates a posted purchase receipt (however the Purchase Invoice hasn't been created)

    You can now pull that posted receipt onto an unposted Purchase Invoice:

    pastedimage1670762573387v2.png

    You can then select the posted purchase receipt from the Purchase Order

    pastedimage1670762732693v3.png

    The PO line is now on the unposted Purchase Invoice:

    pastedimage1670762783982v4.png

    Hope this helps

    Thanks

    Gavin

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,180 Super User on at
    RE: How to transform Purchase Order to unposted Purchase Invoice?

    Hi

    you can't, you have to register it directly

    but you could make a new provisional invoice and make the document copy from the order you are interested in

    pastedimage1670750518142v1.png

    pastedimage1670750563496v2.png

    pastedimage1670750587287v3.png

    pastedimage1670750630826v4.png

    check my answer if it helped you, thanks

    DANiele

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