If you have ordered items or services for a job that have to be invoiced to the customer, then you can create an invoice to receive and invoice the related purchase order lines.
If the purchase order lines have a Line Type of Contract, then job planning lines that are ready to be invoiced to the customer are created.
In the following procedure, the purchase line must contain information about the job that includes the job number and job task number.
To create a purchase invoice for a job
In the Search box, enter Purchase Orders, and then choose the related link.
Select the purchase order that you want to invoice, and on the Home tab, choose Edit to open it.
Fill in the Vendor Invoice No. field as appropriate.
On the Home tab, in the Process group, choose Post. Choose from the following options:
- Receive: No job ledger or job planning lines are created.
- Invoice: Job ledger and job planning lines are created.
- Receive and Invoice: Job ledger and job planning lines are created.
- Receive: No job ledger or job planning lines are created.
Choose the OK button.
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For more information about how to work with fields and columns, see Working with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |