Vendor invoice entry - not all items i may add

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Posted on by Maxim_msk

Hi,

I wish to enter vendor invoice without creating purchase order. On initial AX workspace i noticed "Vendor invoice entry" so i go there and clicked New vendor invoice:

Dashboard-_2D002D00_-Operations-2017_2D00_06_2D00_28-11_2D00_58_2D00_21.png

In new invoice form i choose vendor and then click Add line and here i notice what i can't see all items

Vendor-invoice-_2D002D00_-Operations-2017_2D00_06_2D00_28-11_2D00_51_2D00_34.png

i my see items with item type = service and items with item group = ProjItem, so i can't see items of other groups.

When i enter purchase order - i may see all items. Where is no any development in the system its' demo machine.

How can i see all items in invoice entry lines?

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Ludwig Reinhard Microsoft Employee on at

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Hi Maxim_msk,

What do you expect AX to do if you select the item in the invoice form and post this invoice?

(Provided that you have no PO behind)

Best regards,

Ludwig

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Maxim_msk on at

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Hi Ludwig,

i see, i probably may use Service item to enter invoice and later match it with invoice.

What i wish to do is to create something to create payment proposal on this and later after payment create PO.

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Ludwig Reinhard Microsoft Employee on at

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Hi Maxim_msk,

A payment proposal typically requires an invoice.

If the invoice is paid why do you need to PO?

I don't understand your process.

Can you possibly provide some additional details on your process?

Many thanks and best regards,

Ludwig

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Maxim_msk on at

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i'll try to clarify.

How it goes:

1. We send to vendor purchase request with items list.

2. Vendor send us back invoice (for example invoice number INV001) - list of items with prices. Vendor will send us items or will start to produce them for us after we will pay 50% of total amount as an advance.

3. We pay.

4. Vendor ships us items.

5-6. We get items and pay rest 50%.

at point (3) i wish to see in the system what i paid INV001.

How i may handle all this?

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Ludwig Reinhard Microsoft Employee on at

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Hi Maxim_msk,

Step 1 Can be handled either by a using a purchase requisition or by directly setting up a purchase order

Step 2 Can be handled by the PO prepayment functionality. You have to Setup the prepayment (50%), then create and post the prepayment invoice.

Step 3 Can be handled by paying the prepayment invoice

Step 4 Post the PO receipt list + packing slip

Step 5 Post the final PO invoice and apply the prepayment made.

Please check the following website for details: technet.microsoft.com/.../hh242104.aspx

Best regards,

Ludwig

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Maxim_msk on at

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Hi Ludwig,

i look on technet link block "Post and settle payments against a prepayment" and i see what i don't have button Functions - Settlement in payment journal line - it's difference of AX 2012 and 365 or some setting missed in my 365?

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Suggested answer

ax Financial 744 on at

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Hi Maxim_msk,

you Can create direct invoice only on service,not with the item wise.

If you want to create a itme invoice first you need to create Po.

With Regards,

AX Financial

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Verified answer

Nagendra Varma K on at

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Hi Maxim,

It is the same in 365 also, Please refer below.

Thanks

Nagendra Varma K

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