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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to make an invoice...
Microsoft Dynamics AX (Archived)

How to make an invoice without product receipt only for single case.

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Posted on by Community Member

Hello

I have the situation when purchase order lines do not consist the item numbers, only procurement groups.
I can not change 'Line matching policy' in AP parameters, cause I need to skip Product receipt only for one vendor.

I tried to setup the Line matching policy (AP->Setup->Invoice matching->Matching policy), but when I chose the value in a Matching policy level field as 'Vendor' and then trying to make the invoice, I get the error message:

"Item has a line matching policy of three-way matching but no product receipts are selected. Use the 'Select product receipt' button to select a product receipt."

when I choose the value in a Matching policy level field as 'Item and Vendor' I can not choose an Item cause I do not have an item in my PO :)

So, for now, I am using Matching policy for each of PO lines in Line details->Setup tab, but it not very useful for the client in the case when many purchase order lines...

I will be grateful for any ideas how to solve this issue.

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Serhii,

    What is setup in the 'allow matching policy override' AP parameter field?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Ludwig, thanks for your answer!

    Allow matching policy override = Lower or higher than company policy

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

    Hi,

    What has been selected for the vendor in the matching policy form?

    (not required or 2-way matching)?

    Note: Even though you do not have an item you can still make use of a three way matching policy even for procurement categories. How this can be realized is described here. dynamicsax-fico.com/.../post-product-receipt-in-ledger-for-procurement-categories

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    "What has been selected for the vendor in the matching policy form?

    (not required or 2-way matching)?"

    It's Two way matching there.

    I set up Purchasing policies as was described in a post you shared, but I still have the same error: "Item has a line matching policy of three-way matching but no product receipts are selected. Use the 'Select product receipt' button to select a product receipt."

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

    Hi Serhii,

    If you select not required, does the same error message pop up?

    Have you already checked LCS to ensure that this is not caused by a bug?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Ludwig

    Yeah it's the same...

    No I have not checked yet. If you will have any other ideas please, write:)

    Thank you for your help!

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

    Hi Serhii,

    There are a couple of hotfixes available that are related to invoice matching policies. fix.lcs.dynamics.com/.../Results;dm=0&v=3_5_7_4_1_16_15&i=2_1_3_4&ct=1_3_5_4_2_6&ft=1_2_3&cu=&pi=&pm=&pc=&rd=&d=&envId=&permission=&x=20&y=19

    If it is not an option for you installing them or upgrading to the latest version and if you cannot get some help from a developer, I would deactivate the invoice matching feature completely, post this single invoice and reactivate the invoice matching functionality. When using this kind of workaround, please ensure that all process requirements (4-eyes check, necessary approvals, etc.) are there.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Advices that you gave me are absolutely right. It seems that I just needed to restart the AX.

    Thank you for your help!!! :-)

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

    Hi Serhii,

    Good to hear :-) If there is nothing else open then it would be great if you could verify the answers to let also other community users know.

    Many thanks and best regards,

    Ludwig

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