Tuesday, May 19, 2020

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
NoIf no series has been setup, the purchase order number will generate automatically
Buy-from vendor NoEnter the vendor number
VendorThe vendor name will display automatically
File RefEnter the file reference
RemarksEnter any remark
ContactIf the vendor has a contact person, the name will appear here
Document DateThe document date will display automatically
Posting DateThe posting date will display automatically or you can enter it manually
Due DateDue date will be calculated automatically
Vendor Invoice NoEnter the vendor invoice number
Order NoIf the purchase order has been created from a quote, the quote number will appear here
StatusStatus of the purchase order.
Lines
Line NoLine No will display automatically
TypeEnter the Type
NoEnter the Type No
VAT Prod Posting GroupEnter the VAT product posting group
Gen. Prod Posting GroupEnter the general product posting group
DescriptionThe name of the No will appear here
Description 2Enter a description
Location CodeEnter a location Code
QuantityEnter the quantity
Direct Unit CostEnter the unit cost
Line AmountQuantity * Unit Cost
Line Discount %Enter a discount in term of percentage
Line Discount AmountEnter a discount amount.



Invoice Details
Currency CodeEnter the currency code if the invoice is foreign
Global Dimension 1Enter Dimension if there is
Global Dimension 2Enter Dimension if there is
Location CodeEnter location code
Sell to customer noEnter the customer no
Expected Receipt DateEnter the date the product will be delivered
Shipping and Payment
Ship-toIf the product will be shiped to another location
CodeEnter Address Code
NameName will appear automatically
AddressAddress will appear automatically
Address 2Address will appear automatically
Post CodePost Code will appear automatically
CityCity will appear automatically
ContactContact will appear automatically
Pay-toif payment will be done to another vendor
NameChoose the vendor
AddressAddress will appear automatically
Address 2Address will appear automatically
Post CodePost code will appear automatically
CityCity will appear automatically
Contact NoIf the vendor has a specific contact person enter the number here
ContactName 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.

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