Purchase Order Creation on Microsoft Dynamics Nav Business Central

Dear Friends,

Today's tutorial is on the purchase order creation. A purchase order is a document that allows a company or an individual to buy a service or goods.

Step 1:

Go on the following menu:

Main Menu --> Department --> Purchasing --> Order Processing --> Purchase Order.

Step 2:

Click on the button New and enter the following information.

General
No	If no series has been setup, the purchase order number will generate automatically
Buy-from vendor No	Enter the vendor number
Vendor	The vendor name will display automatically
File Ref	Enter the file reference
Remarks	Enter any remark
Contact	If the vendor has a contact person, the name will appear here
Document Date	The document date will display automatically
Posting Date	The posting date will display automatically or you can enter it manually
Due Date	Due date will be calculated automatically
Vendor Invoice No	Enter the vendor invoice number
Order No	If the purchase order has been created from a quote, the quote number will appear here
Status	Status of the purchase order.
Lines
Line No	Line No will display automatically
Type	Enter the Type
No	Enter the Type No
VAT Prod Posting Group	Enter the VAT product posting group
Gen. Prod Posting Group	Enter the general product posting group
Description	The name of the No will appear here
Description 2	Enter a description
Location Code	Enter a location Code
Quantity	Enter the quantity
Direct Unit Cost	Enter the unit cost
Line Amount	Quantity * Unit Cost
Line Discount %	Enter a discount in term of percentage
Line Discount Amount	Enter a discount amount.

Invoice Details
Currency Code	Enter the currency code if the invoice is foreign
Global Dimension 1	Enter Dimension if there is
Global Dimension 2	Enter Dimension if there is
Location Code	Enter location code
Sell to customer no	Enter the customer no
Expected Receipt Date	Enter the date the product will be delivered
Shipping and Payment
Ship-to	If the product will be shiped to another location
Code	Enter Address Code
Name	Name will appear automatically
Address	Address will appear automatically
Address 2	Address will appear automatically
Post Code	Post Code will appear automatically
City	City will appear automatically
Contact	Contact will appear automatically
Pay-to	if payment will be done to another vendor
Name	Choose the vendor
Address	Address will appear automatically
Address 2	Address will appear automatically
Post Code	Post code will appear automatically
City	City will appear automatically
Contact No	If the vendor has a specific contact person enter the number here
Contact	Name of the contact will appear automatically.

Step 3:

Click on the button Release.

This will set the status of the purchase order to Released.

The process above can be done via an approval process also.

Step 4:

Click on POST to validate the transaction.

Step 5:

If the person has receive as permission, he will be able to do receive only

If the person has invoice as permission, he will be able to do only invoice only

If the person has receive and invoice as permission, he will be able to do both at the same time.

Click OK to close.