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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Invoicing a Partial Re...
Microsoft Dynamics AX (Archived)

Invoicing a Partial Receipt

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Posted on by Lynn.Litzau 115

Version: AX 2012 Feature Pack

On receiving of purchase order, 3 separate registrations(with batch and serial) were processed using item arrival journal.  Purchasing then received the material placing all three registrations under one product receipt.

Example:

Total Product Receipt = 15,000 lbs

Registraton 1:  4455 lbs

Registration 2: 5005 lbs

Registration 3: 5540 lbs


Vendor has sent two invoices, 1 with 9460 lbs and another with 5540 lbs.  How do you partially invoice a product receipt?  The accounting staff tried changing the invoice line to partial quantity and the receipt closed out.  We now have to correct that.  How is invoicing best handled in AX 2012 if there are partial receipts being invoiced?

Any help would be greatly appreciated. 

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  • Lynn.Litzau Profile Picture
    Lynn.Litzau 115 on at
    RE: Invoicing a Partial Receipt

    Never mind I realized my mistake.  I changed it in the match product receipts section but forgot to lower the quantity on the invoice lines posting screen.  It is now working properly.  Thank you for the information Andre.

  • Lynn.Litzau Profile Picture
    Lynn.Litzau 115 on at
    RE: Invoicing a Partial Receipt

    In testing this scenario in stage environment I utilized the match product receipts option and changed the Product Receipt Quantity Match.  It throws a red exclamation point in the product receipt quantity match field when trying to post the vendor invoice.  The customer is set up on 3 way matching.  Is there still another step required?

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,784 Super User 2024 Season 2 on at
    RE: Invoicing a Partial Receipt

    Hi Lynn,

    It is possible like you described to change the invoice quantity. In that case you also need to check the matching details for the three way match. If that was not done, the invoice might be matched to the full quantity.

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