Purchase Invoice Creation on Microsoft Dynamics Business Central

Dear Friends,

Today we will learn how to create a purchase invoice on Microsoft Dynamic Nav Business Central. A purchase invoice is a document that a buyer uses to present a payment to a seller. The use of purchase invoice is to track any payment done for audit purposes.

Step 1:

To create a purchase invoice go on the following menu:

Main Menu --> Department --> Financial Management --> Payable --> Purchase Invoice.

Step 2:

Click on the button New and fill the following information.

General
Vendor No	Enter the Vendor Number
Vendor Name	Vendor Name will display automatically
Address	Address will display automatically
Address 2	Address 2 will display automatically
City	City will display automatically
Post Code	Post Code will display automatically
Country/Region code	Region code will display automatically
Contact No	Choose the contact person from the vendor
Contact	Contact person name will display automatically
Document Date	Document will be filled automatically
Posting Date	Posting date will be taken as today's date but can be changed
Due date	Due date is calculated as per the payment term code
Vendor Invoice No	Enter the vendor invoice no
File Ref	Enter the file reference where the invoice is
Posting Description	Enter a posting description
Status	Status will be set automatically as per level of the invoice has reached

Lines
Line No	Line Number will be displayed automatically
Type	Enter the type of the transaction line
No	Enter the no of the type
Description	The name of the type number will display automatically
Description 2	Enter a description for the transaction
Location Code	Enter a location code if there are
Quantity	Enter the quantity to purchase
Unit of Measure	Enter the unit of measure
Direct Unit Cost Excl. VAT	Enter the unit cost excluding vat
Line Amount Excl. VAT	Line amount will be calculate with quantity by unit cost
Line Discount %	Enter a discount % if there is
Line Discount Amount	Enter a discount amount if there is
Gen. Prod Posting Group	The general product posting group will appear automatically
VAT Prod. Posting Group	Enter the VAT product posting code

Invoice Details
Currency Code	Enter the currency code of the foreign invoice
Price including VAT	If the user wants to enter unit cost including vat, then checked this field
Global Dimension 1 Code	Enter Global dimension 1 code
Global Dimension 2 Code	Enter Global dimension 2 code

Shipping and Payment
Ship-to	If the user wish the goods being delivered to another location or address
Name	Enter the name
Address	Enter the address
Address 2	Enter the address 2
City	Enter the city
Post Code	Enter the Post Code
Country/Region	Enter the Region
Contact	If their is a contact person there
Pay-to	If payment need to be done to another vendor