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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / AX 2012 - how to make ...
Microsoft Dynamics AX (Archived)

AX 2012 - how to make invoice date required for a new vendor invoice

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Posted on by SteveF 210

Under <legal entity>/Accounts Payable/Common/Vendors/All Vendors, Invoice tab, select New Vendor Invoice.  I would like to make the Invoice date field required.  I've tried to personalize it, and see that it's using the VendInvoiceInfoTable.DocumentDate field.  I tried going directly to that field in the Data Dictionary and selecting Yes under Mandatory in the properties, but when I do that, when I try to create a new vendor invoice, it no longer auto-populates the Invoice Account for the selected vendor and it shows an Infolog message warning with the contents "Field 'Document date' must be filled in."  Any ideas on how to make this a required field would be appreciated.

--Steve

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  • Verified answer
    dolee Profile Picture
    dolee 11,279 on at

    Hi Steve,

    You can add code to validate that the DocumentDate field is filled in before invoice posting. One possible location to add such checking would be the VendEditInvoice form. Check that invoice date is filled in when user try to open the "Post" drop down dialog.

    Dom

  • Verified answer
    Sachin Ahuja Profile Picture
    Sachin Ahuja 360 on at

    Did you activated the paramter at AP Parameters > Invoice Tab. It will force the user to provide Document date while posting Invoice.

  • SteveF Profile Picture
    SteveF 210 on at

    More info that I wasn't aware of until today - they are wanting this to be required on save, not on post.  Sounds like adding code on the button click event handler might be the way to handle this.

  • SteveF Profile Picture
    SteveF 210 on at

    Thanks, that helped - our consultants did activate it and said it should have already been done.

  • Community Member Profile Picture
    Community Member on at

    The Help documentation indicates that this field is only available if the company legal entity has a country/region = Italy.  surprisingly, this field shows on the AP Parameters form even if my legal entity countryregion = USA.

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