Vendor Trans

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Hi All ,

AX 2012 R3.

In the Vendor Transactions form - field " Transaction type " . there are many entries with the transaction type - Purchase order .

What the is the naturate of these transactions ?

What is the way to find out the vendor Invoice transactions & credit note transactions in the vendor transactions form ?

Thanks in advance.

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Hajish 460 on at

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RE: Vendor Trans

go to Accounts payable >> Inquires>> Journals >> Invoice journal

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Community Member on at

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RE: Vendor Trans

Any help from pioneers ?

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Ludwig Reinhard Microsoft Employee on at

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RE: Vendor Trans

Hi AX Func,

The transaction type "purchase order" is typically related to purchase order invoices that you created.

The vendor invoice can be identified in the field "invoice" in the same form. If you click on "voucher" you can see the related ledger postings for this invoice/credit note.

If you click on original document you can navigate to the original purchase order resp. purchase order invoice by clicking the show button.

Hope this helps,

Ludwig

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Community Member on at

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RE: Vendor Trans

Thanks Ludwig for the reply,

As we post the invoices & credit notes from Purchase order , Invoice journal , general Journals , what is the way to find out the vendor Invoice transactions & credit note transactions in the vendor transactions form ?

Thanks in advance.

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Ludwig Reinhard Microsoft Employee on at

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RE: Vendor Trans

Hi AX Func,

If you have many lines in the vendor transactions form with the transaction type "purchase order" and want to differentiate from where this transaction was posted and what was posted, you can (a) either differentiate them based on the voucher number e.g. by including something like "INV" for invoice, "CN" for credit note and so on in the voucher number series or (b) you can setup automatic posting texts in the organisation admin module that can help you differentiating those transactions.

If you have not setup your system this way it might not help you analyzing what has already been posted but at least might help you in the future.

Best regards,

Ludwig

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RE: Vendor Trans

[quote user="Ludwig Reinhard"]you can setup automatic posting texts in the organisation admin module that can help you differentiating those transactions[/quote]

Thanks Ludwig for the reply ,

I am not sure how automatic posting texts really help and how the automatic posting text will flow to journals and documents ?

Can you help us to bifurcate vendor posted transactions like invoiced /Credit note as we have many for last years ?

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Ludwig Reinhard Microsoft Employee on at

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RE: Vendor Trans

Hi AX Func,

Can you possibly differentiate invoices and credit notes based on the voucher sequence number and posting amount(+/-)?

Maybe you can post a screenshot that shows and example how things look like?!

Ludwig

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Hajish 460 on at

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RE: Vendor Trans

If u want see the exact description then u can add a display field in that form based on positive and negative sign.

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