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We are trying to create Purchase Invoices for Purchase order receipts in D365 using web services.
There are 2 ways we can do this in D365:
I am trying to find which method is the best one.
If I use the Method 1, will D365 link the receipt to the Invoice after posting?
It seem like we can use both method 1 and 2 in different scenarios.
For Method 2, I found that you don’t have to REOPEN the PO if we need to enter the freight amount or some misc amount that comes with the PO Invoice while for Method 1, it requires to REOPEN the PO if it is in RELEASED status before entering any extra lines. Is this correct?
I am able to create a PO Invoice from the PO receipt using API Web services objects 5527 and 55 for method 1 but when I post the Invoice, its not adding up the Qty Invoiced to the original PO Receipt. If I create the PO Invoice manually in D365 and post the invoice, the Qty Invoiced adds up once I post the PO Invoice with the receipt.
Is there another Web Service objects that I can use to create PO Invoices from PO Receipt?
Is there any functions I should be calling beside creating PO Invoices?
Hi, Another difference between them is whether the order remains in the system after posting.
Hopefully the link below can give you some hints.
Thanks.
ZHU
I like method 2 for the Accounts Payable personnel. This allows them to use Purchase Invoice screen for all invoicing rather than dividing the invoices from POs versus other invoices. That's the Pro, the Con is that when invoice with this method the Order No. field of the Posted Purchase Invoice is not populated.
Method 1's biggest Pro is the Order No field of the Posted Purchase Invoice is populated. It's biggest Con is that you cannot create one invoice for multiple receipts....luckily this is not a typical problem. The second Con is that users can really mess things up if they don't learn to correctly manage qty to receive and qty to invoice. This is gets even bigger if adding costs that were not on the original purchase order such as freight where you have to receive and invoice but not receive other quantities.
I think i will recommend method 1, because that gives you the best control over what PO you are working on. And you can handle one PO an done Shipment at the time.
Dependent on how you execute method 2 you run the risk of getting other receipt on the invoice that what you intend to unless you specify them very strictly through the interface.
Both will link the invoice to Receipt.
Method 2 can do multiple receipt from different PO. Method 1 can only do from the same PO.
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