Unable to create another prepayment if there's a posted invoice against Purchase Order

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Posted on by Samran Ahmad

Dear All,

I am facing an issue regarding prepayment through Purchase Order Functionality. My scenario is mentioned below;

1. PO created and confirmed.

2. Created and posted prepayment invoice along with its payment journal

3. PO partially received and partially invoiced along with apply prepayment option

4. Want to post another prepayment invoice but now prepayment form is disabled.

Anyone faced this issue earlier and got a resolution?

Thanks in advance.

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Ludwig Reinhard Microsoft Employee on at

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RE: Unable to create another prepayment if there's a posted invoice against Purchase Order

Hello Samran,

Can you let us know the status of your PO?

Have you created another prepayment in the prepayment form and is this second prepayment paid?

Would be great if you could share some screenprints.

Also, let us know the AX version that you operate.

Best regards,

Ludwig

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Samran Ahmad 50 on at

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RE: Unable to create another prepayment if there's a posted invoice against Purchase Order

Hi Ludwig,

Thanks for reply.

PO status is open order. It is partially received and partially invoiced. Secondly, I have only created one prepayment which is invoiced and paid. Ax is not allowing to even create prepayment through prepayment form after partially invoicing.

I have latest version installed in my environment (AX 2012 R3 CU13)

.

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SouravDam 11,730 on at

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RE: Unable to create another prepayment if there's a posted invoice against Purchase Order

Hello Samran Ahmad,

Can you check for any hotfix if available for this?

This is standard behavior. System will only allow to create another prepayment once the previously created prepayment invoice is fully settled in the same purchase order during invoicing.

Best regards,
Sourav Dam

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Samran Ahmad 50 on at

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RE: Unable to create another prepayment if there's a posted invoice against Purchase Order

Hi Sourav,

I have AX 2012 R3 CU13 installed in my environment so i think all hotfixes are already accounted for.

Secondly, in my scenario, I have already settled full prepayment amount against my first partiall invoice. But after that prepayment option gets disabled.

I have also checked in another VM the behavior is also same there.

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SouravDam 11,730 on at

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RE: Unable to create another prepayment if there's a posted invoice against Purchase Order

Hello Samran Ahmad,

What I can see is; you will be able to create another prepayment before applying the 1st prepayment invoice in the PO invoice.

Follow below steps please.

--- Create 1st prepayment.

--- Invoice the 1st prepayment.

--- Make payment of the 1st prepayment through vendor payment journal and settle in the journal.

--- Now come back to the same PO where you created the 1st prepayment invoice. Do not create PO invoice and adjust the 1st prepayment.

--- Click on Prepayment option and system will allow you to create another prepayment (2nd prepayment).

See the 1st prepayment

See the 2nd prepayment

Therefore; ultimately I have now 2 prepayment invoices available to be adjusted during PO invoicing.

This is how it works in system.

Appreciate if you kindly check this and update us in this Forum.

Best regards,
Sourav Dam

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Samran Ahmad 50 on at

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RE: Unable to create another prepayment if there's a posted invoice against Purchase Order

HI Sourav,

Thanks for writing.

Actually i know about this case, that's why i wrote in description that my scenario is, user will apply prepayment in the first actual Invoice. This scenario is not working and this is user requirement.

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Ludwig Reinhard Microsoft Employee on at

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RE: Unable to create another prepayment if there's a posted invoice against Purchase Order

Hello Samran,

I got the same result, which looks odd to me.

As I did not find anything on LCS as well, I would like to ask you to get into contact with the MS support and ask them whether this is the intended behavior in CU13.

Best regards,

Ludwig

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MM-20051452-0 on at

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RE: Unable to create another prepayment if there's a posted invoice against Purchase Order

Hi Samran,

Thanks for raising your question, Please consider Prepayment terms are considered to be agreed before PO invoice posting. Hence, if users have multiple prepayment terms against the same PO they have the option as discussed here in the thread to create multiple prepayments and invoice when required.

And the same functionality behavior is working in D365.

Regards,

Momen Mansour

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SouravDam 11,730 on at

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RE: Unable to create another prepayment if there's a posted invoice against Purchase Order

Hello Samran Ahmad,

Hope the explanations are helpful as discussed in this Forum.

Also please check the explanation made by Momen Mansour and let us know if you have any further query or concern on the same.

Appreciate if you kindly review and provide your feedback.

Best regards,
Sourav Dam

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Samran Ahmad 50 on at

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RE: Unable to create another prepayment if there's a posted invoice against Purchase Order

Hi Saurav,

I have understood your point that AX is behaving this way. But still not getting it why there's no option available for prepayment after partial invoicing of PO. It should be there because this scenarios exists for many clients. AX is a comprehensive product it should be available in default.

Regards,

Samran Ahmad

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