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Vendor Invoice Recording Process

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Posted on by Mohamed Amir

Dear All;

I have one requirement where I want to record vendor invoices without PO using invoice register journal.

I setup everything and tested and everything is working fine.

Now my question is , After receiving the PO from the vendor for the same invoice that i created in invoice register, How

can i relate BOTH PO and Invoice Register Journal so that i can see the related invoice with particular PO.

Thanks and Best Regards...

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Mohamed Amir 95 on at

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RE: Vendor Invoice Recording Process

Dear Alireza;

Thanks for your suggestions and for sharing useful information, let me try given solution then i will update you accordingly with the status

Thanks and Regards

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Alireza Eshaghzadeh 14,610 Super User 2025 Season 2 on at

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RE: Vendor Invoice Recording Process

Hi Mohammad,

Please check my previous feedback regarding the step.

If you need to join the Invoice register to PO and then match the PO receipt against it via Invoice Pool, Once you post the invoice via Invoice Pool the invoice will be updated via the Invoice register information (e.g. Invoice number and Payment ID)

When you retrieve the Invoice register voucher via Invoice approval journal, you can decide over the expenditure account and tax setup while you have not possibility to update the PO with this method, since you will directly create a vendor invoice and it will not shown on PO > Invoices.

Please check following post for more info:

docs.microsoft.com/.../vendor-invoices-overview

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Mohamed Amir 95 on at

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RE: Vendor Invoice Recording Process

Thanks for the response, Can you please suggests any article or web link where i can see the steps.

Secondly If i am creating a invoice register journal, so i will also create an approval journal or only

invoice journal is enough in my case.

Thanks.

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KKUMARBPI on at

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RE: Vendor Invoice Recording Process

Hi Mohamed,

you can use the Invoice register functionality in the D365, It will fulfill their requirement, they can enter the invoice and settle later at the time of PO receipt.

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Mohamed Amir 95 on at

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RE: Vendor Invoice Recording Process

HI Saurabh;

Actually we have different branches with warehouses, so the scenario is, Only Head office users are allowed to create purchase order, so sometimes it's taking long time to record expenses in the system.

So what we want is, Branch users can register an invoice register journal so that we have a record of the invoice and once PO is created we can relate the PO with the particular invoice journal.

Hope so you understand the process..

Thanks

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Alireza Eshaghzadeh 14,610 Super User 2025 Season 2 on at

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RE: Vendor Invoice Recording Process

Hi Muhammad,

Once you create vendor invoice register to need to connect it to a PO then on Invoice Pool you can match the PO Product receipt against the vendor invoice register.

-Create a PO

-Create vendor invoice register

-Run product receipt for the PO

-On Invoice pool run "Match product receipts", "Update match status" and then post the invoice

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saurabh bharti 15,035 Moderator on at

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RE: Vendor Invoice Recording Process

hi,

generally we receive invoice after PO creation, in which scenario you are getting invoice first and order later?

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