Direct Purchasing allows you to purchase directly from a Sales Order.  You can issue Purchase Orders for either an Inventory Item or a Navision “Resource”.   In standard Navision the only way to purchase a non-Item is to purchase directly to a (G/L Account).   Examples of purchased resources are outside processing vendors.   The Vendor provides a service that you may resell or they provide a service that is part of the cost of a product that you make and then resell. 



Standard Navision Purchase lines hold the Cost that you will pay to the vendor and it also holds the Unit Price that you intend to charge the Customer if the line entries are posted to Jobs.  Resources on the purchase lines will do all of this just like items.   The Resource cost and the unit price will also be changed if there are special costs or prices set up in the Resource Cost and Resource Price tables. 

Additional functionality:  A Resource on a Sales Line can use a “new” Purchasing Code type called Direct Purchase.   Direct Purchase Codes can be used with Resources or Items.   Drop Ship and Special Order type Purchasing Codes can only be used with Drop Ship Items (standard Navision).   Please note that the Resource being used with the Direct Purchase Option must have a Vendor No. in the Vendor No. field available.

Information like Job No., Work Type, and Unit Price on the Sales Lines will be sent over to the Purchase Lines.   The Sales Order lines are directly linked with Purchase Lines.   You can lookup the PO from the Sales Order lines and or look up the sales order from the Purchase Order lines.    When you post the Purchase lines received, the linked Sales Order lines are automatically flagged “shipped” (completed by the sub-contractor). 

Also enabled in this Granule is Sales Order Number History and Purchase Order Number History.  All new SOs and POs will be Logged as to when, who, and for.

Like standard Navision Drop Ship and Special Order, you cannot post the purchase order invoiced until the linked Sales Order is invoiced.   This way you are never paying expenses that you have forgotten to Invoice to the Customer. 

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