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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / how to PO service work...
Microsoft Dynamics AX (Archived)

how to PO service workaround

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Posted on by agus 1,174

Hi expert,

I'm having difficulties regarding PO service transaction. The scenario as follows :

- Deal with vendor for specific work such amount IDR 126,500,000.

- Then, vendor issued invoice IDR. 42.000.000 (not based on QTY)

I have created PO :

a. QTY = 1

b. Unit Price IDR 126,500,000

my question is :

1. how to enter in product receipt menu ?because I use three way match.

2. remaining for next invoice should be IDR 126,500,000 - IDR 42.000.000 = IDR 84,500,000 

 


thank you for your advice

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

    Good morning Agus,

    Here a some remarks:  

    1) Why did you enter a qty of 1. Wouldn't it be better entering something that possibly represent the service a bit better such as hours ordered. This would make your partly invoicing easier. Otherwise you would have to create an invoice for a fraction (33.2015%) of the 1 pcs. entered. This makes things very imprecise due to your large IDR-numbers and I believe that you can overcome it by entering a different quantity. Probably take a look at the vendor invoice; there should be a quantitative measure on it that you could possibly use.

    2) The item that you use for invoicing, is this a service item or did you use a procurement category?

    3) Why would you need a 3-way match for a service? Usually service technicans get a slip signed by the orderer once their service has been done. This should be the document that you attach to your PO as a proof that the service has been delivered. Can't you Change this 3-way match requirement?

    Ludwig

  • agus Profile Picture
    agus 1,174 on at

    hi Ludwig,

    below the answer :

    1. vendor determined based on amount in practically. various term and condition in PO transaction : base on percentage (we treated as QTY) and base on Amount (this is the problem found)

    2. I use procurement category.

    3. because the procedure in this company all PO process should input in product receipt, cannot directly input in invoices menu (separate user). invoice only inputted by accounting.

    is it possible PO control base on amount instead of quantity in Ax? or any way to handle this ?

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

    Hi Agus,

    I believe the main problem is with no. 1.

    If you use e.g. %-figures instead of your qty 1, then you might get into rounding issues.

    Example: 42000000/126500000 * 100% = 33,201581%.

    If you enter only the ordinary 4 digits we have then the standard PO line the line would hold a value of 33,2015% resulting in an amount of 419998,98 IDR. You would thus have to setup your rounding rules correspondingly. Would that be an Option to use %-figures?

    I understand no. 2+3. If you want to post the packing slip for your procurement category you would Need to use a Kind of "trick" / Workaround. Please see here: dynamicsax-fico.com/.../post-product-receipt-in-ledger-for-procurement-categories

    Hope this helps fixing your issue.

    Best regards,

    Ludwig

  • agus Profile Picture
    agus 1,174 on at

    yes the problem no 1.

    I have used the link as you suggested.

    Ludwig, in PO Ax only base on QTY we can partially ?it cannot by Amount ?

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

    Hello Agus,

    Yes, you can create partial invoices. If you enter 1 pcs. you can then create an invoice for 0.3 pcs. If you use 100% you can be more precise due the additional digits available.

    If you use 3-way matching, just make sure that you Change the matched qty. correspondingly.

    Best regards,

    Ludwig

  • agus Profile Picture
    agus 1,174 on at

    ok Ludwig,

    thank you for your enlightenment answer.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Agus,

    Would be great if you could Keep us updated here what you finally decided as I have seen several similar questions and believe that many other AX users will have similar questions/issues.

    Many thanks and all the best,

    Ludwig

  • agus Profile Picture
    agus 1,174 on at

    hi Ludwig,

    for this case, I did workaround, in the field QTY Input as amount and field Amount Input as QTY (as 1). Once user enter product receipt, they override QTY as amount.

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