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(RUS) Create and post a purchase order based on an inventory profile

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Use the Purchase order form to post the packing slip, invoice, and facture for a purchase order. The inventory profile on the purchase order line must belong to the kind of activity that is selected in the purchase order, unless the kind of activity is Unspecified. The posting profile on the purchase order line is defined in the Inventory profile - posting profile form. Therefore, if the inventory profile is selected, the corresponding posting profile is selected automatically.

You can also post purchase indirect costs for purchase order lines that have an inventory profile with Basic as the kind of activity.

  1. Click Accounts payable > Common > Purchase orders > All purchase orders.

  2. Create a purchase order, or select an existing purchase order. For more information, see Create purchase order (form).

  3. Create a new purchase order line, or click Add lines to open the Create lines form.

  4. Click Header view, and then click the Setup FastTab.

  5. In the Kind of activity field, select Basic, Commission agent, Principal's agent, or Bailee as the profile type.

  6. In the Inventory profile field, select the required inventory profile.

  7. Click Purchase > Confirm to confirm the purchase order.

  8. Click Receive > Product receipt to post the packing slips for the purchase order.

  9. In the Posting product receipt form, on the Overview tab, in the Product receipt field, enter the product receipt number. On the Lines tab, modify the quantity that is ordered for each purchase order line in the packing slips, and then click OK.

  10. In the Purchase order form, click Invoice > Facture to post the invoice and update the facture for the purchase order.

  11. In the Update facture form, on the Vendor invoice tab, in the Number and Facture fields, enter the invoice number and the facture number.

    Note

    The Kind of activity field on the Setup FastTab is updated based on the inventory profiles on the lines.

  12. Click Retrieve product receipts to select the packing slips in the Select product receipt form, and then click OK.

  13. In the Update facture form, click Facture > Post to select the posting settings and update the facture for selected packing slips. Both the invoice and facture are processed by using the specified document number and date.

  14. The Kind of activity field is updated in the following locations:

    • On the Overview tab of the Invoice journal form (Click Accounts payable > Inquiries > Journals > Invoice journal.)

    • On the General tab of the Facture journal form (Click Accounts payable > Inquiries > Journals > Facture.)

See also

(RUS) Purchase orders (modified form)

(RUS) Update factures and post invoices for open purchase orders