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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Disallow invoicing ven...
Microsoft Dynamics AX (Archived)

Disallow invoicing vendor without PO

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Posted on by Gilbert Khayat 3,254

hi,

is there a way in D365O to disallow creating invoices with procurement categories without POs? currently I am able to create invoices with line items 'procurement categories' and post them without POs. 

thank you

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  • Verified answer
    Nagendra Varma K Profile Picture
    Nagendra Varma K on at

    HI Georgek,

    You can restrict through security roles if you want someone not to access AP invoice journal rather than all the purchases should come through PO.

    Can you elaborate if the proposed solution doesn't work

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    From what I understand, I would say that you can't configure AX this way and that you need to make a system modification to get this incorporated.

    Best regards,

    Ludwig

  • guk1964 Profile Picture
    guk1964 10,888 on at

    There are usually some invoices, like utilities, for which specific POs are not raised and the vendor invoices  are processed as free text invoices. You might have a situation of a system down, when you urgently need to place an order by email or by phone and it comes with an invoice and you may wish to register that receipt  in AP before the user e.g. in Engineering can raise the PO - in some cases the PO value of e.g. an emergency engineering repair is only  determined after the job is done.

    So if you re going to make changes then you need to carefully consider the business rules.

    People don't generally raise an invoice unless one has been received- so it is not unreasonable to enter it in the system - whether you match it and pay i , or contest it is another matter.   If its entered to the invoice register then  under Accounts Payable -> Journals -> Invoice Register then it still has to be matched to proceed further but at least you know it is the building.

    As mentioned already you may still want to look at the security rights of who can enter such invoices.

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