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Processing Invoices for Blanket POs

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Posted on by Old Man

Hello,

I'm new user to D365, but have been at a plant with AX for years. I am trying to replicate a feature we had at at my old plant with POs. We would create a PO with a quantity of 1 and a price of $10K as blanket PO for a month's service. The vendor would send one invoice for the month's service (which was an hourly rate) which was always less than $10K. If was received & the receiver marked the PO line as closed, AP would process the invoice for payment, SAP would pay the vendor the invoice amount and credit the excess dollars received back to the expense account automatically. Is able to be done in D365? Thank you in advance.

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Old Man 5 on at

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RE: Processing Invoices for Blanket POs

Dr. Reinhard,

Thank you for your time & response. I was not clear in my question. I am only working in D365 at my new company (not SAP). I am trying to create and process a blanket PO here, where I can set up a quantity of one for month for a service with price of $10,000. We will receive 1 invoice each month that will always be less than $10,000 (based on an hourly rate & expenses for the vendor in the month). Then process and pay the invoice & have D365 credit the excess amount back to the expense account. We do not have to clear the excess receipt manually. I was able to do this in SAP at my old company. Best Regards Rob
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Ludwig Reinhard Microsoft Employee on at

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RE: Processing Invoices for Blanket POs

Good morning Old Man,

I don't see a reason why this should not work in D365FO.

Where you have to take care is the payment in SAP because - if this is automated - you will need to send the invoice information over to SAP and some payment related data back to D365FO; probably through a kind of interface that needs to be build.

Apart from that, things should work ok in D365FO.

Do you see any specific problem/issue?

Best regards,

Ludwig