how to create Purchase order

austin

Hi All,



May be you already addressed this problem.

We are going live in coming april .

Here want to enter the opening purchase orders, which are partially received.

That means i have a

purchaseorder qty=100,
qty-to-receive=25,
qtyreceived=75.

Ho w to enter this purchase order in navision.

garak

Create the Purch Order with qty 100.
Post the qty to receive with 25. But now you have the wrong inventory because the customer post this also in his old system and from there you got also the inventory of this item and this is 25. So if you post also the receive you have 50. Now we must reduce the inventory. Open the Item Journal, insert the item ther and the qty of 25 and set the entry type = Negative Adjmt.. Post this with the same Unit cost on the same date you post the Receive.

austin

Thanks,

I am expecting some more advices on this issue……..

DenSter

My advice is: follow Garak's advice. That is the best way to get your open orders at the right levels. It's a lot of work to do the inventory adjustments, but at least your orders will be partially posted properly.

austin

Thanks Denster,

Expect this one we don’t have another solution to enter the open POrders with partially received.

Please let me know.

DenSter

Why would you want to have another solution, if you already have a good one?

In my opinion this is the only way to enter partially posted orders. The other thing you can do is create open orders only for the remaining quantities. This would mean that you ship/receive/invoice all outstanding orders in your old system, and create new orders in NAV only for the remaining quantities.

For instance, say you have an order for 10, you shipped 5 and invoiced 2. I would invoice all shipped quantities, so that the quantities shipped are equal to the quantities invoiced. In this case you would have an order for 10, and shipped/invoiced 5. In NAV you would then create a new order for 5. Not 10 but 5.

Don't manually populate the quantity shipped/invoiced, you will have inconsistencies in your system that will never really go away.

garak

If you don't want to make this per hand, creaet a little report that runs over the Purchase Lines and fill the Item Journal with the posted quantity. If you can't do thos because you doesn't know how, let me know this i do this for you. Price 500 € ;-)

gvolkov

austin wrote:

Hi All,



May be you already addressed this problem.

We are going live in coming april .

Here want to enter the opening purchase orders, which are partially received.

That means i have a

purchaseorder qty=100,
qty-to-receive=25,
qtyreceived=75.

Ho w to enter this purchase order in navision.

Why not do this:
1. create a Purchase Order with Qty 100
2. in qty to receive type in 75
3. receive the Purchase Order
4. Now you have what you need

DenSter

In which case you would need to make sure that your inventory is still correct, and possibly have to do a negative adjustment. This is what Garak said, so we've completed the circle

austin

Thanks,


can i have some more advices,,,,,,,,,,,,,,,

DenSter

Between this thread and the same one that you have on DUG I think this is all the advice you're going to get. I am wondering why you are not accepting this, why you insist on getting different answers. Maybe you can share with us what you think is the right answer, or maybe you have a different idea that you want us to verify?

garak

@Danial: What is the answer on the dynamic User site (DUG) ?

Regards

ssingla

austin wrote:

Thanks,


can i have some more advices,,,,,,,,,,,,,,,

Seems you need to consult some senior consultant in your company before u think of going live. If there is none than we can only [-o<

austin

ssingla wrote:

Seems you need to consult some senior consultant in your company before u think of going live. If there is none than we can only [-o<

Thanks SSingla,

And one more thing is Our senior can give only one solution ,
But when it comes international forum lot of Experts can share their experience to solve the problem very easily.
One person will come with one thought and another one will come with another thought.


Why I am keep asking the some more advices because I am expecting the answer especially from u .
That ‘s y.
So can I know about your advice on this .

Please let me know .

ssingla

You need to understand that in a project the seniors and colleagues are the best option for discussion and taking advise. Their role can not be overlooked by subscribing to a professional forum.

The option I use is to either ask the client to make all the order afresh or follow the method mentioned above. Honestly these are the best method to deal with the situation.

austin

ssingla wrote:

The option I use is to either ask the client to make all the order afresh or follow the method mentioned above. Honestly these are the best method to deal with the situation.

Could you explain what you mean by fresh order.
If u crate the fresh order then how to consider the inventory.
Which inventory you consider as Opening Inventory.


Please let me know . please solve the problem.

ssingla

You will upload the inventory based on the physical verification or legacy system stock.

austin

Thanks,
in that system i have Full Invoiced Qty and Only received Qty against Purchase orders( Partially received qty).

If i take the uninvoiced qty as opening entries in Navisionthen how can correct the item cost in Navision when i got invoice from suppler .

and how can i take the stock and how can i enter the Purchase orders which is partially received.

What about the make all the purchase orders fresh.


please let me know

ssingla

For un-invoiced qty you need to create PO and then receive the un-invoiced quantity against those PO. Then use the physical inventory journal to post the correct stock in the system or inventory journal transaction.
At the time of invoicing the cost will be updated.

austin

Hi Singla,

Still I am not clear about which method is best.
Please let me know generally which method you will follow to get the good results to enter Open purchase order( partially)

Thanks and regards

ssingla

I will create PO for "to be received qty" + "qty received not invoiced". Post the purchase receipt and adjust the stock by using phy. inventory journal.

And a second option is to ask the client to book all such pending invoices in the legacy system and then upload the modified opening balance.