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[Gary Deemer]

We are using NAV 2009 R2 and we’ve run into a situation where a vendor is sending us one invoice that covers multiple PO’s in NAV.  Is there functionality in NAV to accommodate this kind of situation, much like there is for posting mutliple shipments on one PO or using multiple purchase receipts for one invoice?  We could manually modify the invoice number for each PO but then that one invoice would show in A/P as mutliple invoices instead of just one.

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Gary Deemer
Accounting Director/Treasurer
Arbor Day Foundation
Lincoln NE
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[Lewis Rosenberg]

I’ve never tried it, but from the Purchase Invoice Lines section you can use FUNCTION > GET RECEIPT LINES and I think you can select receipt lines from multiple purchase orders.

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA

NAVUG Board of Advisors, Programming
NAVUG Programming Commitee
NAVUG Membership Committee
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[Gary Deemer]

Works like a charm!  Thanks so much, Lewis!!

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Gary Deemer
Accounting Director/Treasurer
Arbor Day Foundation
Lincoln NE
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[Saurabh Shah]

Hello Gary,

if you posting Invoice directly from the Purchase order then this is not possible but if you post the receipt of each purchase order separately then this can be possible.

Post the each purchase order for receipt so multiple Purchase Receipt document will get created.  

Go to Purchase Invoice function and create new document. You can select all the receipts at lines by using the Get Receipt lines function. You will have a list of Purchase receipts so select all those lines and Post it under single invoice.

You will also have only one Vendor Ledger entry for this invoice. 

Let me know if you need any other information for this. 

Regards,

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Saurabh Shah
Amerdian LLC
Midlothian VA
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[Gary Deemer]

Thanks so much, Saurabh!  Both you and Lewis were all over this!

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Gary Deemer
Accounting Director/Treasurer
Arbor Day Foundation
Lincoln NE
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[David Wiser]

One additional point to cover…when you fully invoice a PO from the PO, the system will remove the fully received and invoiced PO from the Purchase Header/Line tables.  When using the Purchase Invoice/Get Receipts option described above, NAV will not automatically remove the PO upon invoice posting.  Removing the PO will have to be done manually or by periodically running the Delete Invoiced Purchase Order job.

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Dave Wiser
Controller
Beckwith & Kuffel
Seattle WA
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[Avril Casey]

?hi

just reading this update, we are on 2016, does anyone know has this process being enhanced to make it easier to match multiple Purchase orders to 1 invoice?

many thanks
Avril

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Avril Casey
Trendmicro
Cork
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[Val Gameiro]

As far as I know, no new functionality for this in 2016 or subsequent versions.

The process remains the same, as far as I know.

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Val Gameiro
Senior NAV Analyst
BPL Plasma Inc.
Austin, Texas
NAVUG Austin Chapter Leader
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[Naveen Jain]

It is the same process for all versions of NAV as Described?

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Naveen Jain
Director of IT
Symbex Companies
Santa Fe Springs CA
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[Kim Dallefeld]

Dave makes a good point, if multiple POs to one invoice is something you will do continually, you should add to your month-end process the execution of Delete Fully Invoiced Purchase Orders.

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Kim Dallefeld
VP Professional Services
Syte Consulting Group
kdallefeld@sytecg.com

Past NAVUG Board Chairman
NAVUG Programming Committee
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[Val Gameiro]

For my users, on the sales side, I added a field to let them know the SO is “OK to DELETE” so they can easily tell.

It’s just a lookup function to the sales lines, to make sure all the lines have been shipped and invoiced (really Qty Invoiced = Quantity is all you need).

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Val Gameiro
Senior NAV Analyst
BPL Plasma Inc.
Austin, Texas
NAVUG Austin Chapter Leader
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