In my last post, I give an advice how to link Incoming Documents with Purchase Orders. This was only half of story. Now, when you create new entry in Incoming Documents, after you approving it, you can add it Purchase Orders. If you have only one invoice per order, this is a fine. But if you have more invoices from one order, this is little complicate.
First of all, you have not to add value in Incoming Document Entry No. before you posted Purchase Receipt. If you link document before posting, link will be added to Posted Purchase Receipt and you cannot add to Purchase Invoice, as well.
You need to add entry in Incoming Document Entry No. after posting receipts (immediately before invoice posting) and post Invoice. After that, you need to change entry in Incoming Document Entry No. with new invoice and post new Invoice, and so on… Result will be that each Invoice has a correct Incoming Document entry linked.
We still have a small problem. When we add Incoming Documents entry to Purchase Order and post it, Posted Document Type stay same as before posting. We need to make small customization. When post Invoice from Purchase Order, we need to get Posted Document Type as Purchase Invoice. When we try to post Purchase Receipt with linked document, we can do:
- add new Posted Document Type as Purchase Receipt
- or prevent posting of Purchase Receipt
Currently, if we post Purchase Receipt with linked document, we get Posted Document Type as initial, and no value in Document No.