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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Vendor invoice matchin...
Finance | Project Operations, Human Resources, ...
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Vendor invoice matching to supplier batch number

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Posted on by Hendo 584

Hi.  Our major supplier invoices us by their product batch number which we enter into AX during the receiving registration process (sometimes splitting the delivered quantity to suit).  When matching the supplier invoice to receipts, the batch number does not show on the receipt line and this makes the invoicing process very cumbersome.   Our current solution is to change the purchase line and add the supplier batch number, re-confirm the order and then receipt it.   Is there some way in AX of showing the batch numbers in the existing invoice match product receipts screen or will this require a modification?   Regards. James.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Vendor invoice matching to supplier batch number

    Hello James,

    Got the issue.

    Yet, I don't have any other 'clever' trick or workaround how to make this easier.

    Maybe you could make an adjustment that adds the batch number and does the re-confirmation automatically for you?!

    Can you have a chat with a dev-guy about that?

    Might be feasible but not sure if that is an easy adjustment.

    Best regards,

    Ludwig

  • Hendo Profile Picture
    Hendo 584 on at
    RE: Vendor invoice matching to supplier batch number

    Hi Ludwig

    The inventory dimension batch number can be added to both the receipts line at the top of the form and also the matching rows in the bottom of the form.  However the batch numbers will not be visible if the receipt line has been split during to allow for enable more than one batch number/quantity combination to be entered.    For example, we may order 4000kg or product A.  We will receipt this in as (say) batch number 101 for qty of 1,800 and batch number 102 for qty of 2,200.   The suppliers invoice is itemised by batch number not our product number.  Hence the challenge for our account payable team to match the supplier invoices to our receipts.

    Cheers. James

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Vendor invoice matching to supplier batch number

    Hello James,

    Can't you simply add the inventory dimension for the batch number in the match product receipt form?

    There should be a button available there that should allow you seeing this inventory dimension in the matching form.

    Best regards,

    Ludwig

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