Directly create and post 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 Purch. Invoice and post in the Processing group in the ribbon.

The purchase invoices are then created and posted directly in Dynamics NAV.

The incoming invoices from edoc invoice now have the status Posted if they have been successfully created and posted as a purchase invoice in Dynamics NAV.

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 posted purchase invoices

You can no longer see the incoming invoice in the status Posted in edoc invoice cockpit. However, you have the option of displaying the posted purchase invoices directly in Dynamics NAV.

Here's how

1. Click on the Posted invoices field 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.