Directly create a purchase invoice

In the default view of edoc invoice cockpit, you will find all incoming invoices with the status Imported and Checked in the edoc incoming invoice list.

You would now like to create various purchase invoices directly in Microsoft Dynamics NAV without further checking. The incoming invoices from edoc invoice have the status Checked and do not contain any errors.

Here's how

1. Select the incoming invoices in the list that you want to create as purchase invoices in Dynamics NAV.

2. Click on Create purchase invoices in the Processing group in the ribbon.

The purchase invoices are then created directly in Dynamics NAV.

The incoming invoices from edoc invoice now have the status Journal created or Invoice created in edoc invoice cockpit if they were created as purchase invoices in Dynamics NAV. The status of the incoming invoice depends on the configuration. If you have any questions about the status, please contact your administration.

Since the incoming invoice in edoc invoice cockpit now has a status other than Checked, you will no longer see the incoming invoice in the list.

How to display the created purchase invoices

You can no longer see the incoming invoice in the status Journal created or Invoice created in edoc invoice cockpit. However, you have the option to display the created and not yet posted purchase invoices directly in Dynamics NAV.

Here's how

1. Click on the Created invoices tile in the edoc Purchase Invoice Overview FactBox to open the list of incoming invoices.

2. Select an incoming invoice.

3. Click on NAV Document in the Navigate ribbon to open the purchase invoice in Dynamics NAV.