The Dynamics NAV 2017 did introduce the function to make the Purchase Invoice from the Sales Order, that had an obvious limitation; the Purchase Invoice document forces you to receive an invoice simultaneously upon posting. This fact has deterred many end-users from using this new feature Deep-Dive. In Dynamics NAV 2018 Deep-Dive feature has been improved!
Creating a Purchase Order
In the screenshot below, I took a side-by-side screenshot of identical Sales Orders from both Microsoft Dynamics NAV 2017 and Microsoft Dynamics NAV 2018. You will notice that Navision 2017 has the option to Create Purchase Invoice only, whereas Navision 2018 allows you to Create Purchase Orders.
Clicking to the Create Purchase Order function will open the new window, prompting you to allocate the quantity that you would like to order. Notice that Item No. 1500 is the item that is running into the deficit, whereas item No. 1900-S is currently available in stock. The system is enough that when I run the Create Purchase Orders routine, it will only prompt me to order the item that I am running low on, but will leave it up to me to purchase the additional items that are currently available manually.
After clicking OK in the “Create Purchase Order” prompt, Dynamics NAV has automatically generated a PO with the line item(s) originating from the SO document. If this is a rush delivery, I can post the Receipt and the Ship all before having to post the Invoice on the PO or SO documents.
This has previously been the common request from the customers looking for a quick and easy way to issue a PO from SO lines, which often led to development. Now, Navision 2018 provides the ability to generate a PO, while also enforcing the checks and balances to prevent you from overstocking on a specific item. Dynamics NAV 2018 has a variety of new features and the functionality allowing the users to be more productive and efficient in their daily routines.