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Assigning Customer No. or AR External Document No. field to a Purchase Invoice Line

  • 1.  Assigning Customer No. or AR External Document No. field to a Purchase Invoice Line

    Posted 26 days ago
    I'm attempting to find a way, through some out of the box solution in NAV 2017, to tie a purchase invoice line to either a customer (not a vendor) or the External Document No. field of a sales invoice.

    I'm wanting to perform a logistics analysis to determine if we are paying more in logistics costs than we are charging our customers on a sales purchase order level.  Is there a field on the purchase invoice line that I can use to tie to a field value in the Sales Invoice Header table?

    Thank you!

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    Brandon Price
    Financial Data Analyst
    Cypress Grove Cheese
    Arcata CA
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  • 2.  RE: Assigning Customer No. or AR External Document No. field to a Purchase Invoice Line

    GOLD CONTRIBUTOR
    Posted 25 days ago
    Do you have Inventory?  In other words, what is on the invoices; GL accounts or Items?

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    Jamie Constantine
    Senior Consultant
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  • 3.  RE: Assigning Customer No. or AR External Document No. field to a Purchase Invoice Line

    Posted 19 days ago
    For what I'm trying to do, G/L Accounts would be on the purchase invoice line.

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    Brandon Price
    Financial Data Analyst
    Cypress Grove Cheese
    Arcata CA
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  • 4.  RE: Assigning Customer No. or AR External Document No. field to a Purchase Invoice Line

    GOLD CONTRIBUTOR
    Posted 24 days ago
    You can type whatever you would like in the Description/Comment field on the line level in a purchase invoice.  It will override the item or GL account description.  This won't work if you need to keep that field for printing/sending.


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    Ruth Entwistle
    Customs Broker/Vendor Relations
    Heron Point Seafood
    Newmarket NH
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  • 5.  RE: Assigning Customer No. or AR External Document No. field to a Purchase Invoice Line

    Posted 19 days ago
    Yes, that is what we are currently doing, however that is the manual part I'm trying to get away from.  I'd like to be able to connect the purchase invoice line table to a sales invoice line table somehow, via some out of the box field on the purchase invoice line.

    Thank you for your response!

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    Brandon Price
    Financial Data Analyst
    Cypress Grove Cheese
    Arcata CA
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  • 6.  RE: Assigning Customer No. or AR External Document No. field to a Purchase Invoice Line

    NAVUG ALL STAR
    Posted 18 days ago
    Brandon,

    I can think of two fields on the Sales Order that are free text to use; Your Reference and External Document No. My guess is on the SO you are already using External Document No. for the Customer Purchase Order.

    The only other thought is when your Purchase Invoice for the Freight Charge is being posted, you could use Charge(Item) and link the Purchase Invoice to the Posted Sales Shipment. Then you have a link to the document and use Jet to pull the Freight Cost against the Posted Sales document and compare. This might be more than you want but its a possibility.

    Thanks,
    Steve

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    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
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