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Partially invoice in purchase order

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Posted on by zanyar

Hi all,

we have a purchase order with qty of 500, we received all quantity , now we want to invoice purchase order partially.

while doing it, we decrease quantity to 400, in this moment AX shows us below error

we select YES and post it.

when we want to invoice remaining quantity (100), system don't show it in line.

we usually do this process through match product receipt, but this time it was done in line, can you provide us a solution for this issue?

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ZvikaR 152 on at

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RE: Partially invoice in purchase order

Can you provide an update on your issue?

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ZvikaR 152 on at

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RE: Partially invoice in purchase order

was your original question answered? if it were, please mark this thread as closed.

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Nour Desoki 555 on at

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RE: Partially invoice in purchase order

you should create credit note to return financially & physical amounts . If you want to invoice partially you can use function "match product receipt" in the invoice form. please feedback with the result.

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Ludwig Reinhard Microsoft Employee on at

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RE: Partially invoice in purchase order

Creating an offsetting PO and making the same mistake again but with opposite signs might be an option. Before doing that please be aware and assess the implications that such a correction has on your inventory levels. An alternative is recording the adjustment in the inventory closing form. Probably test those options first in your demo environment to find out what might fit your company's needs better.

Best regards

Ludwig

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ZvikaR 152 on at

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RE: Partially invoice in purchase order

answer differs based on the specific requirements of your accountants, but the "cleanest" way to get the financial information in order is to reverse the invoice, turn off 3-way matching on the PO, and re-invoice partially WITHOUT settling against the full receipt.

Then when you receive the second invoice, just invoice the rest.

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zanyar 30 on at

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RE: Partially invoice in purchase order

Zvika Rimalt , Thanks for reply .

Now , How we can correct, edit or delete that invoice ?

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ZvikaR 152 on at

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RE: Partially invoice in purchase order

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ZvikaR 152 on at

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RE: Partially invoice in purchase order

It looks like you had 3-way matching turned on for this purchase order.

What happens is that you receive 500, and then you "tell" Dynamics, that for that same receipt of 500, the vendor billed you just for 400 (so effectively gave you for free 100 units)

That's why you get the "your price is going to be too low" warning

and that's why you have nothing more to invoice - you effectively marked in the system all receipts have been invoiced.

To accomodate your scenario where you receive one thing, but then want to record invoices for a "random" amount, I think you need to turn 3-way matching off, or at least turn it into 2-way matching.

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