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Hi AXians,
I have a very specific requirement.
User want to mention some reference when posting vendor invoice through PO. This reference need to be added in column Payment Reference in General Journal Account Entry when the invoice gets posted.
By this way, Finance dept can group transactions by this payment reference number from GL transactions and make more better reports when analysing account payable main account.
If I can get the x++ class that is creating voucher when posting vendor invoice, i hope i can specify parmPaymReference() there to achieve this requirement. Can some one help me with the class or any other better solutions.
Thanks
Hello Ludwig,
generally speaking, it would be great if we had a reference automatically handed over from invoice number to the payment reference.
Is there any possibility to do so?
Thank you,
Lukas
Hello Mohammed,
Have you been able to make some progress here and is there any other information/help that you need from the community?
Would be great if you could keep us updated.
Many thanks and best regards,
Ludwig
There is something called as Invoice description that you can use. Would that not suffice your needs?
Hello Mohammed,
If you use the standard reason codes for that purpose then you have the advantage that you can build financial (management reporter) reports on top of them, which is not the case with your customization.
I would recommend having a look at the reason codes as an alternative first.
Best regards,
Ludwig
Yes.
As a part of customization. I want to the possiblity of capturing some tags and then during posting yhe vendor invoice, i need that tag to be filled in paym reference column
Hello Mohammed,
The tags that you mentioned are they part of a customization?
If this is the case then you won't be able to grab that information in standard reports without making a corresponding adjustment in those reports.
Best regards,
Ludwig
Hi..
If I elloborate my requirement.
This is my requirement for making report. For all the purchase order vendor invoices. We have created mutliple tags like NormalPO, ReturnPO, NonStockPO, AssetPO, ExpensePO, CorrectionPO, SpecialPO
then when user make vendor invoice, they will select one of them. Later if I can get them in PaymReference, i can make direct Financial reports. I selected paym reference, bcoz the column is not being used by default during vendor invoice posting. Also it is one of available columns in GeneralJournalAccountEntry.
If the information is in purchase order line, you need pass the information step by step.
If the information is in vendor,you can do it directly.
Hi Mohammed,
Where do you get the information from that you want to fill into the payment reference field?
Is this something that you need to code or is this an information that is part of the invoice?
Best regards,
Ludwig
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