User Instructions for Posting a Subcontracting Purchase Order
This guide walks you through the steps for recording a subcontracting purchase order in Microsoft Dynamics 365 Business Central. Follow the steps below to complete the task.
Step 1: Navigate to the Work Orders list
- Go to the Work Orders section.
- You can access this by selecting Work Orders from the menu or using the search function to find it.
Step 2: Use the search bar to find the work order
- Once in the Work Orders list, locate the search bar at the top.
- Type the order number (for example,
1181) into the search bar.
Step 3: Open the work order details
- Find the work order you searched for and click on it to open its details.
Step 4: Open the purchase order connected to the work order
- In the work order details, look for the Show Order button.
- Click Show Order to open the corresponding purchase order.
Step 5: Enter the vendor order details
- In the Vendor Order No. field, type in the vendor order number (e.g.,
12345). - In the Vendor Invoice No. field, type in the vendor invoice number (e.g.,
12345).
Step 6: Click the Post button
- Look for the Post button at the top of the page, and click on it.
Step 7: Confirm the posting action
- A dialog box labeled Choose will appear.
- Select an option in the list using the appropriate button (e.g., choose the first option). For most users, Receive will be the only option available based on setups.
- Click Ok to confirm your selection.
Step 8: Close the purchase order
- After the posting is completed, close the purchase order page by clicking the close button (e.g., the Back or X button).
Step 9: Verify the posting has been completed
- Ensure that you have returned to the previous section or main list, and confirm that the posting action has been successfully completed.
You’re all set! You’ve successfully posted the subcontracting purchase order. If additional support is required, please contact your administrator or refer to Business Central documentation for further guidance.