Hi, Readers.
The public preview for Dynamics 365 Business Central 2026 release wave 1 (BC28) is available. Learn more: Link.
I will continue to test and share some new features that I hope will be helpful. In this post, I would like to talk about Match purchase invoices to multiple order and receipt lines.
Match purchase invoices to multiple order and receipt lines:
The purchase order matching experience lets you match purchase invoice lines to multiple purchase order lines and posted receipt lines. You gain much more flexibility compared to the existing Get Receipt Lines action, which is based on posted receipts and matches line to line.
https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/whatsnew/preview-feature-details?wt.mc_id=DX-MVP-5004336#match-purchase-invoices-to-multiple-order-and-receipt-lines
As you might know, if you want to invoice more than one purchase receipt at a time, you can select multiple receipt lines on the purchase invoice.
Before you can create a combined purchase receipt, more than one receipt from the same vendor in the same currency must be posted. In other words, you must have filled in two or more purchase orders and posted them as received, but not invoiced. Let’s look at a simple example.
I created two separate purchase orders for Vendor 10000 (Fabrikam, Inc.) and posted the receipts
106040:
106041:
Then, I created a new invoice using the same vendor and currency code. On the Lines FastTab, choose the Get Receipt Lines action.
Select multiple receipt lines that you want to include in the invoice.
PS: If an incorrect receipt line was selected or you want to start over, you can just delete the lines on the purchase invoice and then use the Get Receipt Lines function again.
To post the invoice, just choose the Post action.
When purchase receipts are combined on an invoice and posted, then a posted purchase invoice is created for the invoiced lines. The Quantity Invoiced field on the originating purchase order, is updated based on the invoiced quantity. However, this original purchase document isn’t deleted, even if it has been fully received and invoiced, and you must therefore delete the purchase document.
This has always been the standard practice for combining multiple receipts into a single invoice. More details: Combine receipts on a single invoice.
With this wave (BC28), Microsoft is offering a more flexible approach: Match purchase invoices to multiple order and receipt lines (new Get Order Lines action).
Let’s look at another example.
I created two separate purchase orders for Vendor 20000 (First Up Consultants) and posted partial receipts for both.
106042:
106043:
Then, I created a new invoice using the same vendor and currency code. On the Lines FastTab, choose the new Get Order Lines action.
The new Get Order Lines action on the purchase invoice opens a list of order lines that are received but not invoiced, or order lines that aren’t received.
You can match each invoice line to any number of purchase order lines, regardless of whether receipts exist.
When receipts exist, they display with the relevant details.
When receipts don’t exist, you can match the invoice line directly to the purchase order lines and decide later whether to receive manually or to use the new auto‑receipt capability. When you turn on the new Receipt on Invoice toggle on the order, posting the linked invoice automatically creates the required receipts.
Receipt on Invoice
Specifies whether the receipt is posted on the invoice.
However, you can’t enable this option for orders that use advanced warehouse operations, have item tracking, or are already partially received.
You cannot use Receipt on Invoice because Line 10000 already has posted receipts.
From each invoice line, you can open the Matched Order Lines page to review and adjust the order lines that will be invoiced with that invoice line.
If the goods have already been posted as received:
You can edit quantities, add additional PO‑lines or posted receipt lines, and review discrepancies such as price or amount differences.
For example,
Multiple purchase order lines can be bound to the same line.
You can also open Matched Order Lines on the invoice header to review and correct matching across the entire document.
On purchase orders, the new Matched Invoice Lines field shows the quantity matched via invoice lines to each order line.
Matched Order Lines
Specifies the number of purchase order lines to which this line is matched.
This represents a completely new and more flexible management approach. While it is currently limited to the procurement process, the potential is huge. Go ahead and try it out!😁
PS: This feature has a few limitations though:
- It doesn’t work with orders that have prepayments, or lines of the Item Charges type.
- You can’t use it with orders linked to projects, subcontracting, blanket orders, or intercompany transactions.
- You can’t use auto-receive with partially received lines, or locations that use directed put away and pick (in warehouse management).
END
Hope this will help.
Thanks for reading.
ZHU
コメント