Purpose of Vendor Invoice policies

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Posted on by Pranav Teja Kasinad... Microsoft Employee

Hi Experts,

Can anyone explain the use of vendor invoice policies in D365 with an example.

Thanks

Pranav

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SouravDam 11,730 on at

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Hi Pranav Teja Kasinadhuuni,

Can below link be helpful to understand the functionality.

https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/key-tasks-vendor-invoice-policies

Another link from this Forum itself.

https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/167077/creating-a-vendor-invoice-policy-to-check-invoice-date-and-invoice-amount

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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Pranav Teja Kasinad... Microsoft Employee on at

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Hi Saurav Dam,

Thanks for responding.

I have a question. Lets say, invoices above 10,000 USD should be approved. This will anyway be taken care by conditional approvals. Then whats the use/purpose of policies.

Thanks

Pranav

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Pranav Teja Kasinad... Microsoft Employee on at

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And even if policies and approvals are used, DAX is stopping becoz policy is violated. It is not passing thru the work flow as its throwing error for policy being violated. So what is the use of policy.

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Ludwig Reinhard Microsoft Employee on at

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Hi Pranav,

In a nutshell, I would say that the main purpose is reducing / avoiding mistakes when entering invoice data.

There are of course other tools that might also help but invoice policies give a lot of flexibility because you can define the filter parameters and you can define in which company or organizational unit to apply them

Best regards,

Ludwig

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Rahul Mohta 21,042 on at

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vendor invoice policy helps in invoice validation and usage in workflow

think of additional control gate to check in workflow and route accordingly

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SouravDam 11,730 on at

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Hello Pranav Teja Kasinadhuuni,

Kindly go through the suggestions made on this thread and let us know if this solves this case.

If yes, kindly mark this thread as verified.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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