Solution Properties
Solution ID:
201118143041810
Last Modified Date:
Fri Jul 31 09:31:46 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Create a purchase invoice from a purchase order
Description

If you use the Purchase orders module, save time by using the Update ledgers option to create purchase invoices directly from your orders. This means you don't need to enter the purchase details twice.

The Update ledgers option creates a supplier invoice based on the details on your purchase order and posts this to the supplier activity. If you want to amend any of the purchase details, you do this as part of the update.

NOTE:

The Purchase order module is only available in Sage 50 Accounts Professional. If you're interested in upgrading, leave your details and we'll be in touch.

Not using purchase orders? You can also post a supplier invoice manually.

Cause
Resolution

Create an invoice from an order

TIP:

If the order is in dispute, in v28.1 and above you can dispute the invoice when you create it.

  1. Go to Purchase orders, select the purchase order to update, then select Update ledgers.

This opens the 'Purchase Order Update' window.

  1. To change the details of any items you're updating, select Edit, make any changes, then press Save.

This includes changing the quantity of stock items. If you change the 'Quantity' amount, ensure the purchase order shows 'PART' in the 'Posted' column.

  1. Select Update then press Save.

Once the purchase order posts to the ledgers, the 'Posted' column shows one of three values:

  • Blank - The order isn't updated
  • PART - The order is partially updated
  • FULL - The order is fully updated

Update part delivered orders

You can update part-delivered orders. Each part update creates a new invoice, so once the order is complete, more than one invoice can exist.

As part of the update, you can change the order details. If the order is linked to a project and you make changes, it can affect the projects costs as follows:

  • If the order for the project deals with stock items (goods) - you can't change the project reference and cost code of the original order. The project already includes the value of the goods as committed costs, which become actual costs when you issue the stock items to the project
  • If the order for the project is for non-stock or service items - you can change the project reference and cost code before updating. Any changes will affect the committed and actual costs of the involved projects

 

[BCB:366:UKI - training sales:ECB]

 

 

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