Exercise - Create and process a purchase order and review the posted documents
This exercise is written to use the Cronus sample company from the US version of Business Central. You might need to make adjustments to the steps if you use the sample company from your country or region.
Scenario
As the purchasing agent at CRONUS, you are purchasing 150 units of item 1972-S. You notice that vendor 10000 - Fabrikam, Inc. has a warehouse close to your EAST warehouse. The vendor has agreed to ship the items to this location.
Vendor 10000 delivers 80 units of item 1972-S, on April 12, 2022. You post the partial receipt in the program. On April 19, 2022, the remaining 70 units are received. Accordingly, you post this second receipt in the program.
You receive vendor invoice number 190439 and invoice the purchase order after you match the order total to the invoice total.
Tasks
Create the purchase order for vendor 10000.
Post the first receipt based on the information that is provided in the scenario.
Post the second receipt based on the information that is provided in the scenario.
Invoice the purchase order.
Review the posted purchase invoice and receipts.
Steps
Create the purchase order for vendor 10000
Select the search for page icon in the top-right corner of the page, enter purchase orders, and then select the related link.
Select New.
In the Vendor Name field, enter 10000 and then select the vendor.
Expand the Shipping and Payment FastTab.
In the Location Code field, enter EAST.
On the Lines FastTab, in the Type field, select Item.
In the No. field, enter 1972-S.
In the Quantity field, type 150.
Select Release and then Release again.
Post the first receipt based on the information that is provided in the scenario
On the General FastTab, set the Posting Date field to April 12, 2022.
In the Qty. to Receive field, enter 80.
Select Posting and then Post.
Select Receive and then select OK.
Post the second receipt based on the information that is provided in the scenario
On the General FastTab, set the Posting Date field to April 19, 2022.
On the Lines FastTab, confirm that the Qty. to Receive field is set to 70.
Select Posting and then Post.
Select Receive and then select OK.
Invoice the purchase order
On the General FastTab, in the Vendor Invoice No. field, enter 190439.
Select Invoice and then Post.
Select OK to post the order.
Review the posted purchase invoice and receipts
Select the search for page icon in the top-right corner of the page, enter posted purchase invoices, and then select the related link.
Open the invoice that is posted to vendor 10000 for 150 units of item 1972-S. Review the single order line in the Lines FastTab.
With the order line selected, on the Lines FastTab, select More Options > Line > Item Receipt Lines. The two receipt lines will display on the Posted Purchase Receipt Lines page.
Confirm that the Quantity Invoiced fields are updated.
On the document action bar, select Actions > Navigate.
Select one of the lines to review the entries of the posted purchase invoice.