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Multiple PO single invoice
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0:02
hello everyone
0:04
in this video i am going to explain
0:09
so we'll go to excel first
0:12
so multiple purchase orders
0:19
multiple
0:20
purchase orders single invoice
0:32
procedure
0:33
is first
0:37
we'll
0:38
create
0:44
two purchase orders
0:52
okay first step
0:54
we need to create two purchase orders
0:57
let's go to d365
1:07
[Music]
1:37
so click on new
1:41
let's
1:42
take
1:44
vendor account
1:46
so i'm taking one double zero one
1:54
site
1:55
one
1:57
and where house i am selecting 11
2:00
i'm clicking okay
2:15
so item number
2:16
selecting
2:31
so i'm taking thousand rupees
2:38
conforming purchase order
3:06
so today system is
3:09
little bit slow
3:11
we'll see
3:28
purchase all purchase order confirmed
3:31
and i'm generating product receipt
3:41
product receipt
3:43
2021.6
4:17
so product receipt is done
4:20
and i'm creating one more purchase order
4:23
for the same window
4:26
for testing purpose and
4:33
selecting the site and
4:40
warehouse so
4:46
item number quantity one
4:49
and i am taking
4:51
2 000
4:52
sorry
4:53
unit price i need to take as 2000
5:06
then
5:06
[Music]
5:09
let's confirm purchase order now
5:19
which is order confirmed
5:23
doing product receipt
5:25
for the same
5:27
level in 2021 and
5:31
so product receipt
5:45
product recipe done
5:47
so
5:48
what we did we created
5:55
first step
5:58
we have created
6:03
two
6:04
purchase orders
6:12
okay
6:13
so then
6:18
in second step
6:22
one
6:24
pending window invoices screen
6:30
go to pending under invoices
6:46
sorry
6:47
in the pending in vendor in my screen i
6:50
am selecting
6:52
from product receipt
7:00
so we'll write that step as well
7:06
and
7:06
our
7:08
invoice tab right
7:11
under inverse tab
7:29
so from this option
7:31
we need to select that both the
7:43
both the invoices
7:46
sorry both the product receipts
7:49
click on okay
7:58
invoice number
8:00
you
8:01
same for both
8:11
giving same invoice number for both
8:15
and
8:22
here in vendor invoice tab
8:26
you have consolidate invoices
8:33
so
8:34
so here we can select none invoice
8:37
amount order
8:38
automatic summary i am going with the
8:40
invoice number
8:42
consolidate the invoice numbers
8:48
so fourth step what we did
9:00
for both
9:19
consolidate
9:28
invoice
9:35
see
9:39
it's got consolidated into single line
9:42
here you can see
9:44
purchase orders multiple
9:46
product receipt as well multiple
9:50
so match status noted performed
9:53
you can update the
9:55
match status match status has been
9:58
passed now
9:59
and you can post
10:03
this invoice
10:05
so that
10:07
we created two
10:09
purchase orders
10:11
once we created the two purchase orders
10:14
we went to
10:16
open pending when our invoice screen
10:19
from there
10:21
in the vendor invoice tab we have
10:23
selected
10:24
from
10:25
product receipts uh
10:28
from products receipt field
10:31
after selecting from product receipt tab
10:35
we will get the list of uh
10:38
open
10:39
product receipts then we selected
10:42
whatever the required
10:44
product receipts to consolidate
10:47
once we selected we have to provide same
10:50
invoice number for both the
10:52
purchase orders or product receipts
10:55
once we given that
11:00
numbers in the vendor invoice tab
11:03
we have option called consolidate
11:07
consolidate uh
11:09
then we need to click on
11:11
invoice amount and click on ok
11:15
once it is done we can match
11:20
we can update the match status as well
11:22
as we can pause that particular invoice
11:31
so already posted i'm trying for another
11:34
one
11:35
so it has been posted now
11:41
so you can check
11:48
okay noise
11:54
it's already posted
12:08
we can filter with that particular
12:10
invoice number so that you can find
12:14
easily
12:29
maybe multiple it is
12:31
so
12:33
let's
12:39
filter by vendor
12:42
number
13:21
see
13:22
3000 is the moment
13:26
it has been consolidated into
13:28
single invoice
13:31
[Music]
13:39
okay
13:40
this is the way we can do
13:43
multiple purchase orders
13:46
with single invoice
13:57
so there is only
14:00
five steps
14:17
there are four
14:18
five steps only for this
14:21
multiple purchase orders with single
14:23
invoice we need to create the multiple
14:26
purchase orders first then we need to go
14:29
to open pending vendor invoices
14:33
and
14:34
in the vendor invoice tab we can select
14:37
from purchase order or from product
14:39
receipt we need to select
14:41
and once we select the particular
14:44
purchase orders or
14:45
particular product receipts
14:47
we need to click on console date and we
14:50
need to select
14:51
how
14:52
its system has to be consolidate
14:56
either by invoice amount or order or it
14:59
may be none
15:02
so last step is match update status and
15:05
post it
15:06
so that
15:09
we can consolidate the
15:12
multiple purchase orders in single
15:14
invoice
15:16
so in this video
15:19
this is what i
15:20
want to explain you
15:23
so in coming videos i'll
15:25
come with
15:26
different scenarios
15:28
thank you
#Billing & Invoicing
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