How to: Post Purchase Orders

When you post a purchase order, you must choose whether you want to post the order as received only, invoiced only, or both.

The purchase order is designed to handle both complete and partial receipt of items, and you can invoice either at the time of receipt or afterward.

Note

You can only invoice purchase orders if they are received at the same time as the invoicing, or if they have already been received.

To post a purchase order

1. In the Search box, enter Purchase Orders, and then choose the related link.

2. Open the purchase order that you want to post.

3. Ensure that the Vendor Invoice No. field is filled in.

4. On the Actions tab, in the Posting group, choose Post, and then select one of the following options.

   Options	Description
   Receive	Posts the receipt of the items.
   Invoice	Invoices items that have already been received.
   Receive and Invoice	Invoices and posts a receipt of the items at the same time.

5. Choose the OK button.

To see the resulting entries, on the Navigate tab, in the Order group, choose Receipts or Invoices.

If the order is fully posted, both received and invoiced, then the purchase order is deleted.

Note

When you enter a job number in the Job No. field on a purchase line with an item, the item entry is not created. Only a job entry is created when the document is posted.

See Also

Tasks

How to: Batch Post Purchase Orders, Invoices, and Credit Memos
How to: Create Purchase Orders Manually
How to: Convert Purchase Quotes to Purchase Orders