Post Purchase Order

You can post a Purchase Order for a Catch Weight item to record the actual weight quantity of purchases and to track the accounts payable.

To Post Purchase Order for Receipt

When the receipt of a Catch Weight Item is posted, the Posted Document Weight Lines are created and can be accessed through the Weight Quantity (KG) field on the Posted Purchase Receipt line.

1. Select the Search icon , enter Purchase Orders and then choose the related link.
   The Purchase Orders list page opens.

2. Select and click the required No. to open the Purchase Order page.

3. On the Lines FastTab, on the action bar, click Line > Item Tracking Lines.
   You can update the Quantity to Handle (base) field in the item tracking lines to automatically update the Weight Quantity (KG). The weight quantities on the Purchase Line are also updated automatically.

4. On the action bar, select Posting > Post.

5. Select Receive and click OK to create the Posted Purchase Receipt.
   The Weight Quantity (KG) field on the Posted Purchase Receipt Lines is updated with the value from the Weight Qty. to Receive (KG) on the Purchase Order.
   You can access the Item Weight Ledger Entries by selecting Actions > Find entries on the action bar on the Posted Purchase Receipt page.
   The Quantity (KG) field is updated on the Item Weight Ledger Entries page with the value from the Weight Qty. to Handle (KG) on the Item Tracking Lines while posting.
   An Item Ledger Entry is created in the Business Central. An Item Weight Ledger Entry is automatically created for each of the Item Ledger Entry while posting a Purchase Order for a Catch Weight Item.

   Note

   On the Item Ledger Entries list page, on the action bar, select Related > Entry > Item Weight Ledger Entries to open the Item Weight Ledger Entries page.
   The Quantity (KG) field is updated on the Item Weight Ledger Entries page with the value from the Weight Qty. to Handle (KG) on the Item Tracking Lines while posting.

6. Select the required Item No. on the Lines FastTab on the Posted Purchase Receipt page.

To undo the weight quantity on the posted purchase receipt

After performing the Undo Receipt action on the Posted Purchase Receipt,

• A corrective line with the weight quantity values is retained on the Posted Purchase Receipt lines and Posted Item Tracking Lines for the posted document.

• You can view the Posted Document Weight Lines with the corresponding negative weight quantities.

• Along with the existing Item Weight Ledger Entries, the system also generates negative Item Weight Ledger Entries.

• The Corrected checkbox is selected for the created item weight ledger entries.

• The system reverts the Item Tracking Lines on the Purchase Order to their original Quantity (Base) values and restores the corresponding weight quantities.

  Note

  You can perform the Undo Receipt action for the items in the Direct and Warehouse locations. When the items are specifically stored in the Warehouse location, besides generating the Posted Purchase Receipt, the system also generates the negative Posted Warehouse Receipt line.

You can also perform the Undo Return Shipment action for items on the Sales Return Order. Similar to the functionality mentioned above, this action retains the weight quantity values of the Posted Return Receipt and Posted Warehouse Receipt, applicable to items in both Direct and Warehouse locations.

Post purchase receipt and purchase return shipment with corrected expected costs

When you post the Purchase Order for Receipt, the system creates the Item Ledger Entries and the Value Entry for receipt with the Cost Amount (Expected) based on the updated value in the Weight Quantity to Handle (KG) on the item tracking lines. After posting the Purchase Order for Receipt, the system generates the Purchase Receipt and creates the Item Ledger Entries.

1. Open the Posted Purchase Receipts page.
2. On the action bar, select Find entries > Value Entry.

The value entries for the posted purchase receipt are created and updated with their respective value on the Cost Amount (Expected) field. For more information, see About Unit Cost Calculation.

To Post Purchase Order for Invoice

When posting the Purchase Order for the Invoice of a Catch Weight item, the Item Weight Ledger Entries and Posted Document Weight Lines are updated with the Weight Qty. to Invoice (KG) from the Purchase Order.

To Update Direct Unit Cost of Catch Weight Item

You can update the Direct Unit Cost and Line Amount and view them for the Catch Weight item based on the Weight Quantity (KG) entered in the Item Tracking Lines.

1. Select the Search icon , enter Purchase Invoices and then choose the related link.
   The Purchase Invoices list page opens.
2. Select and click the required No. to open the Purchase Invoice page.
3. On the action bar, select Actions > Functions > Update Catch Weight Item Direct Unit Costs based on the Weight Qty. to Invoice on the Item Tracking Lines for that Item.

The Direct Unit Cost and Line Amount fields are updated on the Posted Purchase Invoice page.

For more information, see Advanced Pricing Functionality.

1. Select the Search icon , enter Purchase Orders and then choose the related link. The Purchase Orders list page opens.
2. Select and click the required No. to open the Purchase Order page.
3. On the action bar, select Posting > Post.
4. Select Invoice and click OK.

The Cost Amount (Actual), Purchase Amount (Actual) and Cost per Unit fields are updated in the Value Entries page based on the Actual Costs of the Catch Weight calculated based on the Weight Quantity to Invoice added in the Purchase Order.

On the Item Weight Ledger Entries, the Invoice Quantity (KG) field is updated with the Weight Qty. to Invoice (KG) from the Item Tracking Lines of the Purchase Order.

On the Posted Purchase Invoice page, on the Lines FastTab, the Weight Quantity (KG) field is updated based on the Weight Qty. to Invoice (KG) on the Purchase Order.

The Posted Document Weight Lines are created for the Posted Purchase Invoice, in which the Quantity (KG) field is updated with the value from the Weight Quantity to Invoice (KG) field on the Purchase Order.

On the Posted Purchase Invoice page, on the Lines FastTab, click the value in the Weight Quantity (KG) field to open the Posted Document Weight Lines page.

On the Posted Purchase Receipt page, on the Lines FastTab, the Weight Qty. Invoiced (KG) field is updated with the values from the Posted Purchase Invoice. The Quantity Invoiced (KG) on the Posted Document Weight Lines is updated.

On the Item Tracking Lines of the Purchase Order, the Weight Qty. to Invoice [base] and the Weight Qty. Invoiced (KG) fields are updated.

When the Purchase Order is fully invoiced, it is deleted along with the Document Weight Lines.