How to get Posted Purchase Receipts into a Purchase Invoice

Invoicing Purchase Orders
Video 5/5
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Sune Lohse, Chief Strategy Officer

How to import a posted purchase receipt into a purchase invoice in Business Central?

If you have posted Received on Purchase Order Lines, and you want to create a Purchase Invoice to join them and import the received lines, I will show you here how to do it.

This is what happens in the video

First, let’s look at the Purchase Order.

I have a Purchase Order from vendor 10000, and on the line, I have a quantity of 120, and I have a quantity to invoice, but my quantity received is all filled in.

I know I have another Purchase Order with the same scenario.

Now, I’ll create a new Purchase Invoice, independant from my Purchase Order.

From the Purchase Order, there will be an existing posted purchase receipt.

I create a new Purchase Invoice from the same vendor.

From the line I can select: Line, Function, Get Receipt Lines.

And that will display all the outstanding receipt lines that are not yet invoiced.

I will take both of them, because it’s from two different posted documents.

Be aware, this is the posted document number and not the open purchase order number.

I will import the lines on my purchase invoice.

maybe I need to correct the amounts when I receive the invoice from the vendor.

More for one of them and less for the other one.

I must fill in the vendor invoice number, and then post my invoice.

And it posts the invoice and creates a posted purchase invoice.

Now when I look at my purchase order, I can see that the Quantity Received is 120 and the Quantity Invoiced is now 120.

I actually have a batch job that can delete these purchase orders where everything is handled.

I can also just delete it here, because when my received quantity and invoiced quantity is the same, it’s possible to delete a purchase order.

and likewise, I could find the other purchase order to delete, or I can use the batch job to delete all of them.