Create and archive a purchase order

When you confirm a purchase order in Dynamics NAV, you automatically archive the purchase order in the ECM system.

Here's how

1. Open the purchase order in Dynamics NAV so that you are in the Edit - Purchase Order dialog.

2. Click on Print in the ribbon to confirm your purchase order.

3. Click on Print in the Edit - Purchasing - Order dialog. Various options may be available, select the option that is intended for the process in your organization.

The form for the purchase order is created during the printing process. In the Edit - Purchase Order dialog, the purchase order is automatically added to the ECM Documents FactBox and initially has the status Released, which only changes to the status Processed a little later.

The purchase order is sent to the ECM system and archived with the process.