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Video 02 - Create a Purchase Order in Microsoft Dynamics NAV 2015


Create a Purchase Order in Microsoft Dynamics NAV 2015

We’re going to show you how to create a purchase order. I’m logged in as the sales order processor but my purchasing department has asked me to create a purchase order for our standard coffee mug.

Navigate to Purchase Orders
Even though I can’t see purchase orders in my roles center, I can navigate to the purchase orders since I have access to that page.

 The easiest way for me to navigate is to actually go up to the handy search feature. I can just go up here and start writing “purchase order” and it will bring up everything that matches the words “purchase order” in the system.

 The first thing that comes up is “Purchase Orders” and just click on that and it will take me straight into the list.

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Creating a new Purchase Order
Now I see a list of all the purchase orders in the system. So I just hit “new” to get into a new purchase order.

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Entering the Vendor
I know that I’m going to be ordering from the London Postmaster but I don’t know their number so in order to find them easily, I can just start typing “London” and it’s going to try to find anything that matches “London”.  I’ll just click on the name field and it automatically picks up the London Postmaster.

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Inputting the Lines – “Type”
Over here, I can put in the lines. The system had already populated all of the information regarding the vendor on the header. In the “Lines” section, under “Type”, I have to say that it’s an ”Item”.

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Inputting the Lines – “Number”
Then I have to put in the number. Just start typing “coffee” and it starts filtering on anything that starts with “coffee” along with its number. I click on the description field and it brings in “Coffee Mug”. I click on that. It’s number 70,062. I hit enter and it populates the description from the item cart. 

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Inputting the Lines – “Location Code”
I would like to receive this into my blue location. Hit the dropdown and select “Blue”.

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Inputting the Lines – “Quantity”
Then go straight into the “Quantity” column. We are going to order 1000 coffee mugs. So I’ll just enter 1000 into the quantity.

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Inputting the Lines – Modifying Columns
I’m usually not using the “Reserved Quantity” column, so I can actually hide that. Right-click on the “Reserved Quantity” column and select “Choose Columns”.

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In the “Customize Lines” pop-up box I click on “Reserved Quantity” under “Show columns in this order” and then click “Remove”.

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I’m also not going to use “Line Discount %”, so I’ll remove that as well. And hit “OK”.

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Now I’ve tailored the purchase order for only what I need.

Inputting the Lines – “Direct Unit Cost”
We’re going to be paying $5 for each cup, so this is going to be an order for $5000. And I can see that the total amount for that order is going to be $5000.

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Order Date
The Order Date in this case is the 28th.

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Shipping Information Screen
We can actually set when we’re going to receive it so I’m going to go into my shipping information.

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Expected Receipt Date
Now I’ll put in the Expected Receipt Date.

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Release the Order
Go ahead and release this order.

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Finalize the Purchase Order
Click “Yes” to update the lines. And now this Purchase Order is finalized.

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