Partial invoice on purchase order with two-way match

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Hello all,

I'm looking for a way to apply a partial vendor invoice to a purchase order in Dynamics AX 2012 R2 (CU1). Here's my scenario:

Purchase order for professional services, Quantity of 1, purchase price 10 000$ (or any other amount), two-way matching policy, so no product receipt entered. We receive a first invoice for 5 000$, with other invoices to follow. When we create the invoice and change the amount to 5 000$, once it posts the status of the purchase order becomes Invoiced and no further invoices can be applied. Has anyone else encountered this, and if so have you found a workaround?

Thanks

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May on at

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I am having the same issue as Mark. Was anyone able to find a workaround to the scenario above? If so, could you please share what the workaround was?

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CU14050944-0 on at

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Hi

having same issue .. same AXversion .. did you have any solution on this .. Keep on searching meanwhile

Regards

Pirmin

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Community Member on at

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Any solution on this ? I have a similar situation.

Would appreciate some feedback.

Thanks,

Mohsin

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Nagendra Varma K on at

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HI Mark,

I've simulated your scenario, The result is expected as you mentioned in your post. However what i did to ensure i can post remaining invoice amount. I've posted first invoice with quantity 0.5 pcs and same unit price now the total amount is 5000 and my PO is also in Open order. and able to post Invoice for balance. May be you can try this approach.

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Community Member on at

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Hi Nagendra,

Thanks for your reply. This does indeed work, however the example I gave is a little too simplified. Here's another example: Purchase order for 50 000$, first invoice of 2 325,75$, second invoice of 5 172,50$, etc. There's just no way to invoice this correctly without using multiple decimal points. The workaround that we have been using for some time is putting 50 000 as the quantity and 1$ for the unit price. This works, but it's far from elegant and really not in phase with most ERPs on the market. Microsoft should really look into fixing this.

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Hi Nagendra,

That's exactly what i tested, but I was hoping for what Mark is suggesting.

So I guess the post is resolved.

Thanks Everyone,

Mohsin

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Community Member on at

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Hi everyone,

There is another solution,

1. Pay the vendor the partial amount - Multiple partial payments can be made

2. Invoice the PO for full amount

3. Settle the payment with the invoice – Invoice remaining balance - Multiple partial payments can be settled

4. Pay the remaining balance once the job/service is complete - Invoice is fully paid – Balance : $0

Thanks,

Mohsin Kamal

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How do you set up 2 way PO's in AX?

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