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Purchase Header Table

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Tracks your purchases from when a quote is created to when the final order is received. You can set up invoices, and the inventory can be automatically updated in connection with the purchase.

All the tables are related, and information in the fields is copied from one place in the program to another, so you need to enter information only once. In addition, you can change information on each header or line if you need to.

The purchase header forms the basis for transactions involving purchases and their registration. Whether you are creating a quote, an invoice, an order, a blanket order or a credit memo, you use the same information, although it will be displayed in different windows.

All documents related to the Purchases & Payables application area are composed of a purchase header and a number of purchase lines.

The purchase header contains all the relevant information about the buy-from and pay-to vendors, such as name, address, document number and date. It has four FastTabs: General, Invoicing, Shipping, and Foreign Trade. These FastTabs contain information about the buy-from vendor, pay-to vendor, shipments and currency. The program retrieves most of this information automatically from the Vendor table when the Buy-from Vendor No. and Pay-to Vendor No. fields are filled in.

The purchase lines contain information (such as item number, quantity and cost) about the items to be purchased. Amounts on the purchase lines are in the source currency unless the field name indicates that the amount is in LCY. The source currency is the currency represented by the currency code on the purchase header.

The purchase header is related to the Vendor table, where the program retrieves most of the information about the vendor. The purchase lines are related to the Item and G/L Account tables, and the program automatically retrieves most of the information for these lines from these two tables. The program copies the information so you don't need to enter it again, but you can change the information on a header or line if necessary.

To create a new order, fill in the purchase header and then set up the lines. The program will automatically copy any relevant information from the header to the purchase lines.

After you have filled in the purchase header and associated purchase lines on a quote or blanket order, you can create an order by clicking Actions, Make Order.

After you have filled in the purchase header and associated purchase lines on an order, invoice or credit memo, you post the order to create a receipt, invoice, return shipment or credit memo.

Warning

If you delete a purchase header, a number will be missing from the consecutive number series.

List of Fields in the Table

To see the list of fields in this table, change to the Classic view. Choose the Choose View button in the upper-right corner, and then choose Classic.

Field Location
C Form Field, Purchase Header Table Sales Tax
Form No. Field, Purchase Header Table Sales Tax
State Field, Purchase Header Table Sales Tax
Tax Representative No. Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Transit Document Field, Purchase Header Table Sales Tax
LC No. Field, Purchase Header Table Service Tax
Fiscal Code Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Consignment Note No. Field, Purchase Header Table Service Tax
GTA Service Type Field, Purchase Header Table Service Tax
Transaction No. Serv. Tax Field, Purchase Header Table Service Tax
TDD Prepared By Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Related Entry No. Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
First Name Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Subcontracting Location Code Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Prepmt. CM Refers to Period Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Form Code Field, Purchase Header Table Sales Tax
Bank Account Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Reverse Sales VAT No. Series Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Service Tax Rounding Type Field, Purchase Header Table Service Tax
Declaration Form (GTA) Field, Purchase Header Table Service Tax
Individual Person Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
3rd Party Loader No. Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Service Tax Rounding Precision Field, Purchase Header Table Service Tax
Additional Information Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Reverse Sales VAT No. Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Tax Representative Type Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Shipping Agent Code Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Date of Birth Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Birth City Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Type of Supply Code Field, Purchase Header Table United Kingdom Local Functionality
Vendor Bank Acc. Code Field, Purchase Header Table Spain Local Functionality
SubConPostLine Field, Purchase Header Table India Local Functionality
Subcontracting Order Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Service Tariff No. Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Generate Autoinvoices Field, Purchase Header Table Spain Local Functionality
Activity Code Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Corrected Invoice No. Field, Purchase Header Table Spain Local Functionality
Vendor Shipment Date Field, Purchase Header Table India Local Functionality
Payment % Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Applies-to Bill No. Field, Purchase Header Table Spain Local Functionality
Input Service Distribution Field, Purchase Header Table Excise
Pay-at Code Field, Purchase Header Table Spain Local Functionality
Last Name Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Additional Instructions Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Assessee Code Field, Purchase Header Table Income Tax
3rd Party Loader Type Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Generate Autocredit Memo Field, Purchase Header Table Spain Local Functionality
Trading Field, Purchase Header Table Excise
CVD Field, Purchase Header Table Excise
Resident Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Operation Occurred Date Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Subcon. Order Line No. Field, Purchase Header Table India Local Functionality
Subcon. Order No. Field, Purchase Header Table India Local Functionality
Due Date Modified Field, Purchase Header Table Spain Local Functionality
Check Total Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Operation Type Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Amount to Vendor Field, Purchase Header Table India Local Functionality
Subcontracting Field, Purchase Header Table India Local Functionality
Refers to Period Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Manufacturer E.C.C. No. Field, Purchase Header Table Excise
Additional Notes Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Applies-to Occurrence No. Field, Purchase Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Manufacturer Name Field, Purchase Header Table Excise
Excise Bus. Posting Group Field, Purchase Header Table Excise
Manufacturer Address Field, Purchase Header Table Excise
PoT Field, Purchase Header Table India Local Functionality
Structure Field, Purchase Header Table India Local Functionality
Enterprise No. Field, Purchase Header Table Belgium Local Functionality
Invoice Message Field, Purchase Header Table Finland Local Functionality
Invoice Message 2 Field, Purchase Header Table Finland Local Functionality
Message Type Field, Purchase Header Table Finland Local Functionality
Journal Template Name Field, Purchase Header Table Belgium Local Functionality
EU 3-Party Trade Field, Purchase Header Table Sweden Local Functionality
Transaction Mode Code Field, Purchase Header Table Netherlands Local Functionality
Purchaser Code Field, Purchase Header Table Purchases and Payables
Assigned User ID Field, Purchase Header Table Purchases and Payables
Pay-to County Field, Purchase Header Table Purchases and Payables
Bank Account Code Field, Purchase Header Table Netherlands Local Functionality
Payment Discount % Field, Purchase Header Table Purchases and Payables
Prepmt. Cr. Memo No. Series Field, Purchase Header Table Purchases and Payables
Promised Receipt Date Field, Purchase Header Table Purchases and Payables
Order Class Field, Purchase Header Table Purchases and Payables
Doc. Amount VAT Field, Purchase Header Table Netherlands Local Functionality
Shortcut Dimension 2 Code Field, Purchase Header Table Purchases and Payables
Location Filter Field, Purchase Header Table Purchases and Payables
On Hold Field, Purchase Header Table Purchases and Payables
Expected Receipt Date Field, Purchase Header Table Purchases and Payables
Responsibility Center Field, Purchase Header Table Purchases and Payables
Doc. Amount Incl. VAT Field, Purchase Header Table Netherlands Local Functionality
Tax Liable Field, Purchase Header Table Purchases and Payables
Status Field, Purchase Header Table Purchases and Payables
Bal. Account Type Field, Purchase Header Table Purchases and Payables
No. of Archived Versions Field, Purchase Header Table Purchases and Payables
Ship Field, Purchase Header Table Purchases and Payables
Applies-to Doc. Type Field, Purchase Header Table Purchases and Payables
Return Shipment No. Series Field, Purchase Header Table Purchases and Payables
Pay-to Name 2 Field, Purchase Header Table Purchases and Payables
Last Prepayment No. Field, Purchase Header Table Purchases and Payables
Pay-to IC Partner Code Field, Purchase Header Table Purchases and Payables
Tax Area Code Field, Purchase Header Table Purchases and Payables
Entry Point Field, Purchase Header Table Purchases and Payables
Bal. Account No. Field, Purchase Header Table Purchases and Payables
Buy-from Address 2 Field, Purchase Header Table Purchases and Payables
Job Queue Entry ID Field, Purchase Header Table Using Microsoft Dynamics NAV
Receiving No. Series Field, Purchase Header Table Purchases and Payables
Document Date Field, Purchase Header Table Purchases and Payables
Vendor Invoice No. Field, Purchase Header Table Purchases and Payables
Posting Date Field, Purchase Header Table Purchases and Payables
Last Posting No. Field, Purchase Header Table Purchases and Payables
Correction Field, Purchase Header Table Purchases and Payables
Ship-to Address Field, Purchase Header Table Purchases and Payables
Gen. Bus. Posting Group Field, Purchase Header Table Purchases and Payables
Ship-to County Field, Purchase Header Table Purchases and Payables
Prepayment No. Series Field, Purchase Header Table Purchases and Payables
Prices Including VAT Field, Purchase Header Table Purchases and Payables
Campaign No. Field, Purchase Header Table Purchases and Payables
Ship-to Contact Field, Purchase Header Table Purchases and Payables
Job Queue Status Field, Purchase Header Table Using Microsoft Dynamics NAV
Quote No. Field, Purchase Header Table Purchases and Payables
IC Status Field, Purchase Header Table Purchases and Payables
Date Filter Field, Purchase Header Table Purchases and Payables
Sell-to Customer No. Field, Purchase Header Table Purchases and Payables
Transport Method Field, Purchase Header Table Purchases and Payables
Invoice Disc. Code Field, Purchase Header Table Purchases and Payables
Buy-from IC Partner Code Field, Purchase Header Table Purchases and Payables
Ship-to Name 2 Field, Purchase Header Table Purchases and Payables
Last Return Shipment No. Field, Purchase Header Table Purchases and Payables
Dimension Set ID Field, Purchase Header Table Purchases and Payables
Prepmt. Payment Terms Code Field, Purchase Header Table Purchases and Payables
Pay-to Country/Region Code Field, Purchase Header Table Purchases and Payables
Prepayment Due Date Field, Purchase Header Table Purchases and Payables
Last Prepmt. Cr. Memo No. Field, Purchase Header Table Purchases and Payables
Inbound Whse. Handling Time Field, Purchase Header Table Purchases and Payables
Pay-to City Field, Purchase Header Table Purchases and Payables
Last Receiving No. Field, Purchase Header Table Purchases and Payables
Applies-to Doc. No. Field, Purchase Header Table Purchases and Payables
Transaction Specification Field, Purchase Header Table Purchases and Payables
Posting No. Field, Purchase Header Table Purchases and Payables
Pmt. Discount Date Field, Purchase Header Table Purchases and Payables
Ship-to Country/Region Code Field, Purchase Header Table Purchases and Payables
No. Series Field, Purchase Header Table Purchases and Payables
Ship-to Address 2 Field, Purchase Header Table Purchases and Payables
Prepmt. Cr. Memo No. Field, Purchase Header Table Purchases and Payables
Ship-to City Field, Purchase Header Table Purchases and Payables
Lead Time Calculation Field, Purchase Header Table Purchases and Payables
VAT Base Discount % Field, Purchase Header Table Purchases and Payables
Vendor Posting Group Field, Purchase Header Table Purchases and Payables
Location Code Field, Purchase Header Table Purchases and Payables
Print Posted Documents Field, Purchase Header Table Purchases and Payables
VAT Registration No. Field, Purchase Header Table Purchases and Payables
Shortcut Dimension 1 Code Field, Purchase Header Table Purchases and Payables
Applies-to ID Field, Purchase Header Table Purchases and Payables
Invoice Discount Calculation Field, Purchase Header Table Purchases and Payables
Pay-to Address Field, Purchase Header Table Purchases and Payables
Comment Field, Purchase Header Table Purchases and Payables
Ship-to Post Code Field, Purchase Header Table Purchases and Payables
Prepayment % Field, Purchase Header Table Purchases and Payables
Reason Code Field, Purchase Header Table Purchases and Payables
Currency Code Field, Purchase Header Table Purchases and Payables
Vendor Cr. Memo No. Field, Purchase Header Table Purchases and Payables
Prepmt. Posting Description Field, Purchase Header Table Purchases and Payables
Prepayment No. Field, Purchase Header Table Purchases and Payables
Vendor Order No. Field, Purchase Header Table Purchases and Payables
Ship-to Name Field, Purchase Header Table Purchases and Payables
Receive Field, Purchase Header Table Purchases and Payables
Buy-from Post Code Field, Purchase Header Table Purchases and Payables
Compress Prepayment Field, Purchase Header Table Purchases and Payables
Buy-from Address Field, Purchase Header Table Purchases and Payables
Payment Method Code Field, Purchase Header Table Purchases and Payables
Doc. No. Occurrence Field, Purchase Header Table Purchases and Payables
Buy-from Vendor Name Field, Purchase Header Table Purchases and Payables
Pay-to Contact Field, Purchase Header Table Purchases and Payables
Buy-from Contact Field, Purchase Header Table Purchases and Payables
Pay-to Vendor No. Field, Purchase Header Table Purchases and Payables
Order Address Code Field, Purchase Header Table Purchases and Payables
Buy-from Vendor Name 2 Field, Purchase Header Table Purchases and Payables
Prepmt. Pmt. Discount Date Field, Purchase Header Table Purchases and Payables
Vendor Shipment No. Field, Purchase Header Table Purchases and Payables
Buy-from County Field, Purchase Header Table Purchases and Payables
Posting Description Field, Purchase Header Table Purchases and Payables
Due Date Field, Purchase Header Table Purchases and Payables
Posting from Whse. Ref. Field, Purchase Header Table Purchases and Payables
Area Field, Purchase Header Table Purchases and Payables
Pay-to Contact No. Field, Purchase Header Table Purchases and Payables
Completely Received Field, Purchase Header Table Purchases and Payables
IC Direction Field, Purchase Header Table Purchases and Payables
Order Date Field, Purchase Header Table Purchases and Payables
Posting No. Series Field, Purchase Header Table Purchases and Payables
VAT Bus. Posting Group Field, Purchase Header Table Purchases and Payables
Ship-to Code Field, Purchase Header Table Purchases and Payables
Amount Field, Purchase Header Table Purchases and Payables
Pay-to Name Field, Purchase Header Table Purchases and Payables
Language Code Field, Purchase Header Table Purchases and Payables
Payment Terms Code Field, Purchase Header Table Purchases and Payables
Receiving No. Field, Purchase Header Table Purchases and Payables
Buy-from Vendor No. Field, Purchase Header Table Purchases and Payables
Pay-to Address 2 Field, Purchase Header Table Purchases and Payables
Transaction Type Field, Purchase Header Table Purchases and Payables
Buy-from Country/Region Code Field, Purchase Header Table Purchases and Payables
Document Type Field, Purchase Header Table Purchases and Payables
Amount Including VAT Field, Purchase Header Table Purchases and Payables
No. Field, Purchase Header Table Purchases and Payables
Vendor Authorization No. Field, Purchase Header Table Purchases and Payables
Pay-to Post Code Field, Purchase Header Table Purchases and Payables
Requested Receipt Date Field, Purchase Header Table Purchases and Payables
Invoice Field, Purchase Header Table Purchases and Payables
Buy-from City Field, Purchase Header Table Purchases and Payables
Currency Factor Field, Purchase Header Table Purchases and Payables
Send IC Document Field, Purchase Header Table Purchases and Payables
Prepmt. Payment Discount % Field, Purchase Header Table Purchases and Payables
Buy-from Contact No. Field, Purchase Header Table Purchases and Payables
No. Printed Field, Purchase Header Table Purchases and Payables
Your Reference Field, Purchase Header Table Purchases and Payables
VAT Country/Region Code Field, Purchase Header Table Purchases and Payables
Return Shipment No. Field, Purchase Header Table Purchases and Payables
Invoice Discount Value Field, Purchase Header Table Purchases and Payables
Shipment Method Code Field, Purchase Header Table Purchases and Payables
C Form Field, Purchase Header Table India Sales Tax
Form No. Field, Purchase Header Table India Sales Tax
State Field, Purchase Header Table India Sales Tax
Transit Document Field, Purchase Header Table India Sales Tax
LC No. Field, Purchase Header Table India Service Tax
Transaction No. Serv. Tax Field, Purchase Header Table India Service Tax
Form Code Field, Purchase Header Table India Sales Tax
Service Tax Rounding Type Field, Purchase Header Table India Service Tax
Service Tax Rounding Precision Field, Purchase Header Table India Service Tax
Input Service Distribution Field, Purchase Header Table India Excise
SubConPostLine Field, Purchase Header Table India Local Functionality
Assessee Code Field, Purchase Header Table India Income Tax
Vendor Shipment Date Field, Purchase Header Table India Local Functionality
Trading Field, Purchase Header Table India Excise
CVD Field, Purchase Header Table India Excise
Transaction Mode Code Field, Purchase Header Table Netherlands Local Functionality
Manufacturer E.C.C. No. Field, Purchase Header Table India Excise
Subcon. Order Line No. Field, Purchase Header Table India Local Functionality
Subcon. Order No. Field, Purchase Header Table India Local Functionality
Bank Account Code Field, Purchase Header Table Netherlands Local Functionality
Doc. Amount VAT Field, Purchase Header Table Netherlands Local Functionality
Amount to Vendor Field, Purchase Header Table India Local Functionality
Subcontracting Field, Purchase Header Table India Local Functionality
Doc. Amount Incl. VAT Field, Purchase Header Table Netherlands Local Functionality
Manufacturer Name Field, Purchase Header Table India Excise
Excise Bus. Posting Group Field, Purchase Header Table India Excise
Manufacturer Address Field, Purchase Header Table India Excise
Structure Field, Purchase Header Table India Local Functionality
Prepmt. Include Tax Field, Purchase Header Table United States Local Functionality
IRS 1099 Code Field, Purchase Header Table United States Local Functionality
BAS Adjustment Field, Purchase Header Table New Zealand Local Functionality
Tax Exemption No. Field, Purchase Header Table United States Local Functionality
Provincial Tax Area Code Field, Purchase Header Table United States Local Functionality
Adjustment Field, Purchase Header Table New Zealand Local Functionality
Tax Area Code Field, Purchase Header Table United States Local Functionality
STE Transaction ID Field, Purchase Header Table United States Local Functionality
Ship-to UPS Zone Field, Purchase Header Table United States Local Functionality
WHT Business Posting Group Field, Purchase Header Table New Zealand Local Functionality
Actual Vendor No. Field, Purchase Header Table New Zealand Local Functionality
Printed Tax Document Field, Purchase Header Table New Zealand Local Functionality
ABN Field, Purchase Header Table New Zealand Local Functionality
Vendor Exchange Rate (ACY) Field, Purchase Header Table New Zealand Local Functionality
Posted Tax Document Field, Purchase Header Table New Zealand Local Functionality
Tax Document Posting Date Field, Purchase Header Table New Zealand Local Functionality
Adjustment Applies-to Field, Purchase Header Table New Zealand Local Functionality
ABN Division Part No. Field, Purchase Header Table New Zealand Local Functionality
Registration No. Field, Purchase Header Table Switzerland Local Functionality
KID Field, Purchase Header Table Norway Local Functionality
Reference No. Field, Purchase Header Table Switzerland Local Functionality
Checksum Field, Purchase Header Table Switzerland Local Functionality
Specification (Norges Bank) Field, Purchase Header Table Norway Local Functionality
ESR Amount Field, Purchase Header Table Switzerland Local Functionality
Bank Code Field, Purchase Header Table Switzerland Local Functionality
DTA Coding Line Field, Purchase Header Table Switzerland Local Functionality
Payment Type Code Abroad Field, Purchase Header Table Norway Local Functionality
C Form Field, Purchase Header Table Sales Tax
Form No. Field, Purchase Header Table Sales Tax
State Field, Purchase Header Table Sales Tax
Transit Document Field, Purchase Header Table Sales Tax
LC No. Field, Purchase Header Table Service Tax
Form Code Field, Purchase Header Table Sales Tax
Transaction No. Serv. Tax Field, Purchase Header Table Service Tax
Service Tax Rounding Type Field, Purchase Header Table Service Tax
Service Tax Rounding Precision Field, Purchase Header Table Service Tax
Input Service Distribution Field, Purchase Header Table Excise
TDS Assessee Code Field, Purchase Header Table Income Tax
Trading Field, Purchase Header Table Excise
CVD Field, Purchase Header Table Excise
Manufacturer E.C.C. No. Field, Purchase Header Table Excise
Manufacturer Name Field, Purchase Header Table Excise
Excise Bus. Posting Group Field, Purchase Header Table Excise
Manufacturer Address Field, Purchase Header Table Excise
SubConPostLine Field, Purchase Header Table India Local Functionality
Vendor Shipment Date Field, Purchase Header Table India Local Functionality
Subcon. Order Line No. Field, Purchase Header Table India Local Functionality
Subcon. Order No. Field, Purchase Header Table India Local Functionality
Amount to Vendor Field, Purchase Header Table India Local Functionality
Subcontracting Field, Purchase Header Table India Local Functionality
Structure Field, Purchase Header Table India Local Functionality
Doc. Amount VAT Field, Purchase Header Table Netherlands Local Functionality
Doc. Amount Incl. VAT Field, Purchase Header Table Netherlands Local Functionality
Transaction Mode Code Field, Purchase Header Table Netherlands Local Functionality
Bank Account Code Field, Purchase Header Table Netherlands Local Functionality
Transaction Mode Code Field, Purchase Header Table Netherlands Local Functionality
Bank Account Code Field, Purchase Header Table Netherlands Local Functionality
Doc. Amount VAT Field, Purchase Header Table Netherlands Local Functionality
Doc. Amount Incl. VAT Field, Purchase Header Table Netherlands Local Functionality

See Also

Reference

Purchase Order
Purchase Invoice
Purchase Quote
Blanket Purchase Order
Purchase Line

Other Resources

Purchase Goods
About Posting Purchases
Process Purchases