Wednesday, June 10, 2020

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
VendorVendor name will display automatically
File refEnter file reference if there is
RemarksEnter a remark if there is
Buy-from
AddressAddress will display automatically
Address 2Address will display automatically
Post CodePost Code will display automatically
CityCity will display automatically
Contact noChoose a contact person if the vendor has one
ContactThe name of the contact person will display automatically
Document DateEnter document date
Posting DateEnter posting date
Due DateEnter due date
Vendor Invoice NoEnter the vendor invoice number
Order DateEnter the order date
Quote NoIf purchase order has been created from a quote the quote number will display here
StatusStatus of the purchase order
Prepared ByState who has created this purchase order
Lines
TypeEnter the type
Line NoLine Number will display automatically
NoEnter the type number
VAT Prod Posting GroupEnter a vat production posting group
Gen Prod Posting GroupEnter a general product posting group
DescriptionThe description of the type chosen will appear here
Description 2Enter a second description if you have
Location CodeEnter a location code if you have
QuantityEnter the quantity
Direct Unit Cost Excl VATEnter the direct unit cost
Line Amount Excl VATQuantity * direct unit cost
Line Discount %Enter a discount percentage if you have
Line Discount AmountEnter a discount amount if you have
Quantity ReceivedThe quantity received will be adjusted automatically



Invoice Details
Currency Code
If purchase order is in foreign currency
Global Dimension 1Enter a global dimension 1 if you have
Global Dimension 2Enter a global dimension 2 if you have
Location CodeEnter a location code
Sell-to customer NoEnter the sell-to customer if you have
Expected Receipt DateEnter the receipt date of the item or services
Shipping and Payment
Ship-to
CodeEnter a shipment code if you wish to ship the item to another location
NameEnter destination vendor name
AddressEnter destination address
Address 2Enter destination address
Post CodeEnter destination post code
CityEnter destination city
Contactif the vendor has a contact enter is here
Pay-to
NameIf you wish to pay another vendor, enter the name here
AddressEnter address
Address 2Enter address
Post CodeEnter post code
CityEnter city
Contact NoIf the vendor has a contact person, enter the contact no
ContactName 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

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