Purchase order partial invoice

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Hi,

I have a requirement where I need to post the PO invoice using batch job. Batch job is having query where user is having option to filter purchase lines based on the user selection criterion, I have to post the partial invoice for the filtered purchase lines.

Does anyone have any idea, how to achieve this?

Br,

Sandesh

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Community Member on at

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RE: Purchase order partial invoice

Hello Sandesh, I'm also have a similar kind of requirement, if you find any thing can you let me know?

Thanks

Mallik
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Ludwig Reinhard Microsoft Employee on at

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RE: Purchase order partial invoice

Hello Sandesh,

I see. A form that shows you received but not invoiced POs can be found in AP/PurchaseOrders/Purchase orders received but not invoiced.

If you open and Change the advanced filter applied there you should be able to filter those purchase orders where partial shipments have been made and that have not fully been invoiced.

Example

Hope this helps,

Ludwig
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RE: Purchase order partial invoice

Hi Ludwing,

Thanks for your response.

As per my requirement, I have to create the batch job which will have dialog and on dialog we will have query.

This batch will post multiple purchase orders as per selection criterion.

We have code to post the whole PO through code using PurchUpdate enum(i.e. All, Product receipt qty etc.), but it will select all lines of PO. But I need to filter purchase lines on some specific criterion and want to post partial Purchase order invoice.

Or you can consider a case where PO is having 5 lines, if I am invoicing through code using purch update parameter "All", all lines of PO will get invoiced, but before posting I need to filter these lines so after filter only 3 lines should get invoiced out of five.

Best Regards,

Sandesh
Ludwig Reinhard Microsoft Employee on at

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RE: Purchase order partial invoice

Hi Sandesh,

I think the form that Prashant Kumar mentioned (=> pending vendor invoices) is the best choice available but I cannot see that this form has a batch framework attached.

Can you let us know a bit more about your business scenario as posting PO vendor invoices can be a quite complex process that requires a lot of checks, approvals, etc.

Many thanks,

Ludwig
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RE: Purchase order partial invoice

Hi Prashant,

I am generating invoice number through code, also posting will be done through code only.

Br,

Sandesh
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Prashant Singh 8,802 on at

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RE: Purchase order partial invoice

Dear Sandesh,

I have some doubt in your process that you want to perform.

1. For invoicing process invoice number is must. How system will enter invoice number if you customize system to post the invoice. This is pure human handled work. And this is very important.

2. You can filter the lines of invoice from below navigation

Account Payable >> Common >> Vendor Invoice >> Pending vendor Invoices

Here there is an option of selecting all the product receipt line or PO line. You can select multiple invoice lines based user defined filter and can post them.

Try this if it helps you. Other wise development options are always open for you.

Regards,

Prashant Kumar