D365 BC Create and Post a Purchase Invoice

Create and post a purchase invoice

 

1. Search for Purchase Invoices
2. Select New from Ribbon
3. Enter through No. field for default No. Series or enter manually if permitted
4. Choose appropriate Buy-from Vendor No. from the list
5. Confirm default information in header of Invoice as appropriate or change as necessary
6. Change the Posting Description if you want – this goes to the Vendor Ledger Entry
7. Enter a Posting Date, Document Date and view the Due Date is correct
8. Enter appropriate Vendor Invoice No. in header portion – this is required prior to posting
9. Enter following required fields in the line portion of the Invoice:
   1. Type – Comment, G/L Account, Item Resource, Fixed Asset, Charge(Item)
   2. No. – Depending what the type is, the No. is associated to that – review the options to pick from the list associated to the field
   3. Description - this field will default based on No., it may be edited
   4. Quantity - enter number of Unit of Measures you wish to purchase.  This has to be at least 1 is selecting a G/L Account
   5. Direct Unit Cost Excl. VAT – enter the amount if selecting a G/L Account or update this value if selecting an item.    
   6. Add any needed Dimensions required for posting       

8.  Enter as many lines of accounts as needed including all required fields indicated above
9.  You can select Statistics to see the amounts
9.  Choose Post (or Post and Print) from Ribbon