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Hi,
My company uses Microsoft Dynamics Nav 2009 Classic and is attempting to implement an AP workflow system with OCR and matching capabilities. However, the solution we have found (and most others) post the invoice data to the Purchase Invoice function of Navision, thus not offsetting with the Purchase Orders entered. We use this 'Oustanding PO' list in the Assignment Ledger for project management purposes, and is therefore essential to the business.
I've been struggling to find a solution to this problem and am seeking your help in understanding whether 1) there is an option to offset Purchase Invoices with Purchases Orders, 2) there is a workflow solution that posts invoices to the Purchase Header and Purchase Line tables in Navision?
Thanks in advance for the help.
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If it's done please verify the answer.
Stanadard & customize both are cleared by MMV & my post.
I think it should be clear the concept as required.
Hi,
If you want to follow the standard way:-
You may go to the individual Purchase Order, navigate to the Receipts and from the Receipt Lines, you may navigate to the respective Purchase Invoices.
With a minor customization, you can directly navigate to the Purchase Invoices from the Purchase Order:-
In the posting routine, you need to update the "Order No." while posting into the Purchase Invoice. But this can be done only if you are posting one Purchase Invoice against one Purchase Receipt.
Best Regards,
MMV
Hello,
I have Dynamics 2013 R2
I have the same problem in regards to the traceability between "the invoice is received and entered as a Purchase Invoice using the Get Receipt Lines function".
Sandeep Poonia suggested to "open the purchase order form, click on the Order button and then click Invoices" in order to populate all related posted invoices to the purchase order. However, I came to test and understand that his suggestion only holds true when we post receive from the purchase order directly.
Therefore, the problem remains: how do you populate the invoices for a purchase order that have been posted through the Get Receipt Lines function?
Thanks
Please verify the answer.
Open the Purchase Order form, click on the "Order" button and then click "Invoices". This opens the purchase invoice list populated with all related posted invoices, and they should all be there.
Please verify the answer for purcahse order returns.
thanks sandeep. So I understand this logic of purchase order returns, but how does this work if you have 100% receipt of goods and eveything is ok? Let me just run through an example to make it more clear.
I create a Purchase Order for 100 units of Apple iPads, for a total cost of $40,000. 5 days later the goods are received, and updated in Navision using the Receipt option in the Purchase Order. 2 days after this, the invoice is received and entered as a Purchase Invoice, using the Get Receipt Lines function. This links the invoice to received items from a PO. However, how then can I relate this Purchase Invoice to the PO and Posted Receipt lines? I want to figure out a way to relate all three of these documents. So far I've come to the conclusion that maybe the only option would be custom development of the Purchase Invoice, to include the Order No. from the Posted Receipts table.
Let me know if this is correct, or if you see a solution to the problem.
Cheers
Perhaps this helps: print it while it's available
www.pardaan.com/.../NAV%202009%20-%20Returns%20Management.pdf
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