Hi experts.
Is there any way to transfer a vendor transaction to another? For example: I have a vendor open invoice and a wanna transfer it to another vendor account. How can I do this in the AX?
Thanks in advance.
Richardson.
Hi Ludwig Reinhard.
Your reply was very helpful and interesting. I greatly appreciate it.
Thanks.
Hi, Ludwig is correct, this is the only option available now bare in mind that you are only transferring the liability but not the whole invoice history, this is something you need to take into account, tax, intrastat, eu sales list, among other things to take into account before doing this type of movements. An auditor must probably will against such a move.
Ideally you should credit the invoice to the vendor and create new one for the correct vendor so you can keep all in place.
BR
Mauricio Saldaña
Hi SK1/Richardson,
Is this question for AX2012 or D365FO?
I am confused because the last screenprint is from D365FO.
Would be great if you could provide an update.
Many thanks,
Ludwig
Hi ,
You can put Vendor on debit , if you set this set up .
Regards
SK1
Hello Richardson,
If this is a one time transfer then you can do it manually e.g. in a GL journal.
Note: It might be the case that you cannot record a vendor on the debit and credit side of the voucher. in this case, you need to create two separate lines that post against a bridge account.
If this a transfer that happens regularly then you can alternatively setup a method of payment for the vendor from which you want to transfer the balance. The offset account is then the other vendor account that you setup in the method of payment instead of a bank account.
Would be great if you could check out those options and let us know if they fixed your problem.
Best regards,
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