Purchase Order Processing
Create, receive, and invoice purchase orders in Bevica Select. Includes additional charges, duty status, tracking, returns, prepayments, and purchase pricing.
Purchasing is where you bring stock into Bevica.
This module focuses on purchase orders, receipts, and invoicing receipts.
Before you start
Access to Bevica Select
Training outcomes
After you complete this module, validate your learning using Outcomes - Purchase Order Processing.
You should be able to:
Create purchase orders for duty paid and duty free stock (if applicable)
Add Additional Charges and understand the cost impact
Receive a full order or part-receive an order
Invoice multiple receipts using Get Receipt Lines
Correct receipts safely (and understand when Undo Receipt is blocked)
Track inbound orders using Bevica logistics fields
Return stock to vendors using purchase return orders
Use Open Purchase Lines to review outstanding purchasing activity
Purchase processing in Bevica
What’s in scope
Bevica Select focuses on:
Purchase Orders
Purchase Return Orders
Purchase quotes and blanket orders are usually not used.
If your business uses them, confirm this during UAT.
Read / complete
Purchase order lifecycle
Process overview diagram
Use this as a mental model for the “receipt first, invoice later” flow.
Read / complete
Create and receive purchase orders
What you’ll be able to do
Create a purchase order and release it
Create duty paid vs duty free orders (where used)
Create sample / free of charge orders (where used)
Enter bottles vs cases correctly
Read / complete
Add additional charges (if used)
Additional charges can change item cost.
They can also block Undo Receipt.
What you’ll be able to do
Add Additional Charges to a purchase order
Understand how charges flow into item cost and accruals
Read / complete
Inventory (additional charges + postings context)
You cannot run Undo Receipt if the receipt had additional charges.
Use the correction approach in Working with Purchase Orders.
Track inbound orders (logistics)
Bevica adds logistics fields to make late and expected orders easier to manage.
What you’ll be able to do
Add Shipping Agent details
Populate Logistics Information
Maintain Logistics Status through the order lifecycle
Read / complete
Receiving and invoicing
Receive items (full or partial)
What you’ll be able to do
Receive an entire purchase order
Part-receive and understand what remains open
Invoice receipts (recommended: invoice multiple receipts)
What you’ll be able to do
Create a purchase invoice and run Get Receipt Lines
Understand the difference between invoicing from the order vs invoicing receipts
Read / complete
Receive and invoice items (Microsoft Learn) (Est. 40mins)
Returns and corrections
Return stock to a vendor (inventory returns)
Use purchase return orders for stock-related credits.
Use purchase credit memos for finance-only credits.
Read / complete
Purchase Ledger (finance-only credits)
Notes, comments, and attachments
Keep context on documents
What you’ll be able to do
Add header comments and line comments
Add attachments to purchase documents
Use vendor comments and understand where they appear
Read / complete
Comments Template (data migration for customer/vendor comments)
Monitoring open purchasing activity
Open purchase lines
This is the fastest way to review what’s ordered, expected, late, or received-not-invoiced.
Read / complete
Reservations against incoming supply
You can reserve sales demand against inbound purchase supply.
Read / complete
Prepayments (if used)
Skip this section if you don’t use supplier deposits.
Purchase prepayment invoices
What you’ll be able to do
Set a default Prepayment % on a vendor
Post the prepayment invoice from the purchase order
Reverse/correct using a prepayment credit memo
Read / complete
Purchase prices and discounts
Skip this section if you don’t use purchase price lists.
New pricing experience
What you’ll be able to do
Maintain purchase prices and discounts in Purchase Price Lists
Understand duty free vs duty paid pricing impact
Read / complete
Data migration (if you’re implementing)
If you’re migrating into Bevica Select, you’ll typically import:
Vendors
Purchase prices and discounts (if used)
Read / complete
Next steps
Validate your learning with Outcomes - Purchase Order Processing
Continue to Purchase Ledger
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