> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_purchase_order_processing.md).

# Outcomes - Purchase Order Processing

Checklist to validate Purchase Order Processing in Bevica Select. Post receipts and invoices, then verify item, value, and vendor ledger entries.

Use this checklist after the [Purchase Order Processing](/bevica-select/bevica_select_training/purchase-order-processing.md) training.

It helps you prove you can buy stock, receive it, and correct mistakes safely.

### Before you start

You need:

* Access to Bevica Select (ideally a test company)
* [Introduction to Business Central](/bevica-select/bevica_select_training/bevica_select_training_-_introduction_to_business_central.md)
* [Inventory](/bevica-select/bevica_select_training/inventory.md)
* [Purchase Order Processing](/bevica-select/bevica_select_training/purchase-order-processing.md)

Recommended:

* Work through this with a finance user.
* Capture evidence (posted receipts, item ledger entries, and where costs landed).

### Completion criteria (what “done” looks like)

You’re done when:

* Users can create a PO in the formats you sell/buy in.
* You can receive and invoice receipts using your preferred process.
* You can correct common errors without breaking audit trail.
* You can prove the posting impact (item/value/G/L entries).

### Purchase orders

#### Create purchase orders for the scenarios you actually use

**Do**

1. Create a **Duty Free** purchase order (if applicable).
2. Create a **Duty Paid** purchase order (if applicable).
3. Add an **Additional Charge** to a purchase order (if used).
4. Create a PO for a **sample** or **free of charge** receipt (if used).
5. Create a PO for **bottles and/or cases**.
6. Create a **foreign currency** purchase order (if used).
7. Send a Purchase Order Confirmation to the supplier.

**Check**

* VAT and pricing behave as expected.
* The correct unit of measure is used and converts correctly.

Useful references:

* [Working with Purchase Orders](/documentation/guides/purchasing/working_with_purchase_orders-1.md)
* [Document Additional Charges](/documentation/guides/distribution_costs_management/document_additional_charges.md)
* [Simplified Purchase Order process diagram](/documentation/guides/purchasing/simplified_purchase_order_process_diagram.md)

### Purchase quotes (optional)

Skip this section if you don’t use quotes.

**Do**

1. Create a purchase quote.
2. Convert it to a purchase order.

**Check**

* Defaults and prices flow as expected.

### Blanket orders (optional)

Skip this section if you don’t use blanket orders.

**Do**

1. Create a purchase blanket order.
2. Create a PO from the blanket order (change **Qty. to Receive**).
3. Link a manually created purchase order to the blanket order.
4. Link a purchase return order to the blanket order.
5. Explain the blanket line quantities:
   * Quantity
   * Quantity to Receive
   * Quantity Received
   * Quantity Invoiced

**Check**

* Users can tell what is still outstanding.

### Purchase return orders (stock returns)

**Do**

1. Create a purchase return order using **Get Posted Document Lines to Reverse**.
2. Return a partial case (1 bottle out of a case).

**Check**

* You can trace the reversal across:
  * posted documents
  * item ledger entries and value entries
  * the G/L impact

Useful reference: [Working with Purchase Return Orders](/documentation/guides/purchasing/working_with_purchase_orders-2.md).

### Comments, notes, and attachments

**Do**

1. Add an **Attachment** and/or **Comment** to a purchase document.
2. Add vendor comments (Internal / Purchase Documents) and confirm where they appear.
3. Add line comments on a purchase order or invoice.
4. Create and use **Standard Text** for repeatable comments.
5. Decide whether you will use item extended texts.

**Check**

* Users can see the information at the right time (order vs invoice vs warehouse).

### Purchase order tracking (logistics)

**Do**

1. Add a shipping agent.
2. Populate **Logistics Information**.
3. Maintain **Logistics Status** through the PO lifecycle.

**Check**

* Your filters and reporting can find late/expected orders.

### Receiving

#### Receive, part-receive, and correct receipts

**Do**

1. Receive a full purchase order.
2. Part-receive a purchase order.
3. Explain the impact of part-receiving with **Additional Charges** (if used).
4. Try **Undo Receipt**:
   * with additional charges
   * without additional charges

**Check**

* You know when **Undo Receipt** is blocked, and what to do instead.

### Open Purchase Lines

#### Monitor purchasing activity

**Do**

1. Open **Open Purchase Lines**.
2. Filter it by:
   * Document Type
   * Type
   * Posting Date
   * Vendor No.
3. View reservations against incoming supply (if used).

**Check**

* Users can answer “what’s ordered but not received” quickly.

Useful reference: [Bevica Reservations](/documentation/guides/sales/bevica_reservations.md).

### Prepayments (if used)

Skip this section if you don’t use supplier deposits.

**Do**

1. Set a default **Prepayment %** on a vendor.
2. Create a purchase order with a prepayment %.
3. Post the prepayment invoice and review entries.
4. View the posted prepayment invoice from the purchase order.
5. Check for outstanding prepayment invoices.
6. Reverse/cancel a prepayment invoice (prepayment credit memo).

**Check**

* You can see which orders are blocked waiting for prepayment.

Useful reference: [Prepayment Invoicing](/documentation/guides/finance-and-cash/prepayment_invoicing.md).

### Purchase prices and discounts

Skip this section if you don’t use purchase price lists.

**Do**

1. Create item/vendor pricing and confirm it flows onto a PO.
2. Create duty free vs duty paid prices (if applicable).
3. Explain what a blank variant price does.
4. Explain the impact of **Unit of Measure Code** on pricing.
5. Create discounts and confirm they apply.
6. For foreign currency orders:
   * validate the exchange rate used on posting
   * add a spot exchange rate and confirm the result

**Check**

* Users can predict the price chosen (most specific).

Useful reference: [Sales and Purchase Prices and Discounts (New Price Experience)](/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_sales_and_purchase_prices_and_discounts_-new_price_experience.md).


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