Hello Folks,
I am wondering what the pros and cons are if you chose to set up both Invoice Nos and Posted Invoice Nos for purchase invoices, compared to only using the Posted Invoice No Series.
Could there ber any problems if you chose to skip the Invoice No Series which seem a bit un-necessary?
(running Nav 5.0 SP1)
/BeanCounter
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This depends on your business process. If you post invoices straight from the Sales Order, you only need a posted invoice number series. If you post shipments from the sales order, and create un-posted invoices separately, then you need both the Invoice Nos and the Posted Invoice Nos, because you use both. So if you don't create invoices separately, you don't need to set up Invoice Nos. I'm not an expert in the functional area though, so you might want to verify this with your partner.
Hello,
If you are not using seperate invoice form to generate invoices, then setup of Invoice no. series is not required because you generate direct posted purchase invoice only from the purchase order.
Case - 1 :
Organization does purchase of goods in bulk quantity and mentioned the delivery schedule. Invoice is being generated against 2-3 invoices. In such case, we use seperate invoice form and get receipt lines in invoice. Hence Invoice no. series and posted invoice number series are required.
Case - 2 :
At the time of doing purchase, organization incur different types of expenses.
E.g. Freight, Packing & Forwarding, etc.
Generally this type of expenses bill's (invoice) from vendor is coming by combining two-three deliveries. Henceforth without creating orders for those expenses, we use seperate invoice form and use invoice number series.
Now, at the time of auditing all the purchase invoice required to be seen in serial number. Hence we setup posted invoice number series to purchase order and purchase invoice.
Thank you very much for the answer Nilesh.
Of course, an Invoice No Series will be needed in addition to a Posted Invoice No Series if you want to be able to use Combined Invoicing. That makes sense I agree.
Again, thank you very much
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