Purchase Invoice

Use this page to create a purchase invoice to record the cost of purchases and to track accounts payable. For more information, see Record Purchases in the Microsoft Dynamics 365 Business Central documentation.

Add Advanced Deferral Information

To add advanced deferral information for an item, follow these steps: 

1. Use the Microsoft Dynamics 365 Business Central instructions to add a purchase invoicer.
2. For the item, select SBS Options > Advanced Deferral.
3. On the SBS ARED Transaction (Purchase) page, select Deferred, and either accept the default values or edit the default values as needed.
4. Post the transaction.

Defer Expense Directly to a G/L Account

Before you can add a line item to defer an expense amount directly to a General Ledger account, you must have set up the SBS ARED Deferral G/L Account Setup to have at least one line with the Transaction Type for Purchase Invoice.

To defer expense amounts directly to a General Ledger account, follow these steps: 

1. Use the Microsoft Dynamics 365 Business Central instructions to add a purchase invoice.
2. When adding a line to the Lines area, set Type to G/L Account.
3. In No., select a General Ledger account number. This account number must already be set up for deferrals on the SBS ARED Deferral G/L Account Setup.
4. The SBS ARED Transaction (Purchase) automatically appears and you can change any of the default values as needed.
5. Specify the amount (unit price), and then post the transaction.

The deferral schedule for the General Ledger account is created, and you can review the details on the SBS ARED Deferral Schedules page.

Actions

The following actions are available: 

Purchase Action Table

Action	Description
Lines - SBS Options
Advanced Deferral	Opens the SBS ARED Transaction (Purchase) page where you can view the deferral schedule for the selected line.
Link Line to Billing Schedule	Opens a dialog where you select the billing schedule that you want to link to the purchase line. The same billing schedule line can be linked to more than one purchase line. However, a purchase line can be linked to only one billing schedule. In the dialog, select the customer number and then select the billing schedule number and line item number. When specifying the allocation amount, this value must be a positive non-zero number that is less than or equal to the Net Amount for the purchase line.
View Allocations	Opens a read-only dialog that shows the following information:  Billing schedule number Customer number and name Item number and allocation amount