Purchase Order Creation on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to create a purchase order, then proceed with the good receipt then after we will proceed with the invoicing. The purchase order is a piece of document which allows you to purchase a goods or services to a supplier.

Step 1:

Go on the following menu:

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

Step 2:

Click on the button New and fill the information.

General
No.	If no series is setup, purchase order number will generate automatically
Buy-from vendor no.	Enter vendor number
Vendor	Vendor name will display automatically
File ref	Enter file reference if there is
Remarks	Enter a remark if there is
Buy-from
Address	Address will display automatically
Address 2	Address will display automatically
Post Code	Post Code will display automatically
City	City will display automatically
Contact no	Choose a contact person if the vendor has one
Contact	The name of the contact person will display automatically
Document Date	Enter document date
Posting Date	Enter posting date
Due Date	Enter due date
Vendor Invoice No	Enter the vendor invoice number
Order Date	Enter the order date
Quote No	If purchase order has been created from a quote the quote number will display here
Status	Status of the purchase order
Prepared By	State who has created this purchase order
Lines
Type	Enter the type
Line No	Line Number will display automatically
No	Enter the type number
VAT Prod Posting Group	Enter a vat production posting group
Gen Prod Posting Group	Enter a general product posting group
Description	The description of the type chosen will appear here
Description 2	Enter a second description if you have
Location Code	Enter a location code if you have
Quantity	Enter the quantity
Direct Unit Cost Excl VAT	Enter the direct unit cost
Line Amount Excl VAT	Quantity * direct unit cost
Line Discount %	Enter a discount percentage if you have
Line Discount Amount	Enter a discount amount if you have
Quantity Received	The quantity received will be adjusted automatically

Invoice Details
Currency Code	If purchase order is in foreign currency
Global Dimension 1	Enter a global dimension 1 if you have
Global Dimension 2	Enter a global dimension 2 if you have
Location Code	Enter a location code
Sell-to customer No	Enter the sell-to customer if you have
Expected Receipt Date	Enter the receipt date of the item or services
Shipping and Payment
Ship-to
Code	Enter a shipment code if you wish to ship the item to another location
Name	Enter destination vendor name
Address	Enter destination address
Address 2	Enter destination address
Post Code	Enter destination post code
City	Enter destination city
Contact	if the vendor has a contact enter is here
Pay-to
Name	If you wish to pay another vendor, enter the name here
Address	Enter address
Address 2	Enter address
Post Code	Enter post code
City	Enter city
Contact No	If the vendor has a contact person, enter the contact no
Contact	Name of the contact person will appear automatically

Step 3:

Click the button Print to get a hard copy of the purchase order to send the vendor.

Step 4:

Release the status of the purchase order, click on the button release.

Step 5:

Click on Post and choose receive. This is done when goods is received in the stock

Step 6:

Click again on Post and choose invoice. This is done when invoice is being done for payment.

Click on OK to close