You can create a document or journal line in Microsoft Dynamics NAV from an incoming document record in either of the following ways:

To create a purchase invoice from an incoming document record manually

  1. In the Search box, enter Incoming Documents, and then choose the related link.

  2. Select the line for the incoming document record that you want to create a purchase invoice for.

  3. On the Actions tab, in the Process group, choose Create Document. A drop-down list appears where you can select which purchase or sales document to create.

  4. In the drop-down list, select Purchase Invoice, and then choose the OK button. An empty Purchase Invoice window opens.

    To read the information that you must enter on the new purchase invoice, proceed to open the document that the incoming document record originates from, in this case an invoice from a vendor.

    Note
    The following step assumes that the file is attached to the incoming document record. For more information, see How to: Create Incoming Document Records.

  5. In the Incoming Documents window, select the line for the incoming document record, and then, in the Incoming Document Files FactBox, choose the file.

  6. Using the information that you read from the attached document, fill the fields in the Purchase Invoice window. For more information, see How to: Create Purchase Invoices.

Tip
When you use the attachment file to read the information that you are entering on a new invoice or general journal line, you can view the file content and Microsoft Dynamics NAV side by side as follows:

Dock Microsoft Dynamics NAV to the right by pressing Windows key + Left Arrow. Dock the file content to the right by pressing Windows key + Right Arrow.

Tip

See Also