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Video 04 - Post Purchase & Sales Order in Microsoft Dynamics NAV 2015


Post Purchase & Sales Order in Microsoft Dynamics NAV 2015 

We’ve created an item and put that on a Purchase Order and on a Sales Order, and now actually we need to go ahead and do something with this item, actually generate some transactions.

View Ledger Entries
This is the coffee mug that we have generated, and I’ll go into “Ledger Entries”.


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I have no entries for this coffee mug. As you can see there’s no history on this particular item.


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I have however generated a purchase order and a sales order and the point of this quick mini-video is to actually post the purchase order and the sales order and see what happens in the history.

Search for the Purchase Order
So I’ll go ahead and search for my purchase order. A quick way to find it would be to actually just go to the Items. 


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Next, go into the mug itself. 


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I’ll just take a look and see that I have "1000" in the purchase order, I just click on those "1000".


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Then I can click on “Show Document”.


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And here it is. So this is the quick way of finding the actual purchase order by itself.


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Posting the Purchase Order
And now I’ll just put in the number for the “Vendor Invoice Number”. This is the invoice that the vendor gave me – their number. I’ll make sure that “Quantity to Receive” is “1000” and “Quantity to Invoice” is “1000” so I’m actually getting everything on that purchase order.


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And I go ahead and “Post”.


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Make sure that “Receive and Invoice” is checked and click “OK”. I’m going to receive the product into warehouse and recognize the invoice as a payable and just post that.


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And the system starts calculating and goes through all its engines and posts the transactions through.


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The order actually disappears when it’s fully posted; it becomes a posted invoice and a posted receipt, which I’ll go over later.

Posting the Sales Order
I also see I have "5" on sales order here as I’m back to the item card. Let me go ahead and post the sales order too. 


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So we got "1000" in and 5 are going to go out again. Click on “Show Document”.


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They’re going to The Cannon Group and I’ll make sure that the “Quantity to Ship” and “Quantity to Invoice” is “5”.


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I go ahead and hit “Post”.


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Make sure that “Ship and Invoice” is checked and click “OK”.


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This order is processed in a similar way as the purchase order. And now it’s done.


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View Posted Purchase Order and Sales Order
Now if I go into the Item Card again, I go into Entries > Ledger Entries. 


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I can see there are two transactions. There is a purchase for “Quantity” of “1000”, in the “Cost Amount” of “5,000.00” Dollars. There’s also a sale for “5”, “Cost Amount” of “75.00” Dollars.


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