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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Vendor invoice workflo...
Microsoft Dynamics AX (Archived)

Vendor invoice workflow on PO not allowing multiple invoice submissions

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Posted on by real_ashwin 1,221

Hi Experts,

I have the following scenario a PO contains 4 lines, each line to be submitted as a separate invoice. Note we have enabled PO invoice workflow i.e (Vendor invoice workflow - VendProcessInvoice). We received all invoices together at once, we need to book all 4 together separately but in the short period of time.

The system is only allowing one invoice to be created and submitted for approval. We cannot create the other 3 and submit, every time we try to create a new invoice for the same PO it displays the first submitted invoice (since it is still not approved).

 

I can only think of either of the options going forward:

  1. Submitting either one by one, then we wait for approval then we create next pending invoice to be submitted for approval. One at a time.
  2. Make a single invoice grouping all other invoices. eg. Inv1,inv2,inv3,inv4. This will effect ageing report though.

Can we bypass this or do you have any other ways to solve this?

*This post is locked for comments

  • real_ashwin Profile Picture
    real_ashwin 1,221 on at
    RE: Vendor invoice workflow on PO not allowing multiple invoice submissions

    Yes Ludwig, only for a specific set of customers. It is fine though Satish's answer made me verify the posting screen parameters which pointed me to the real reason why i was getting blank lines on posting the remaining invoices.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Vendor invoice workflow on PO not allowing multiple invoice submissions

    Hello Ashwin P,

    Is my understanding correct that you get the invoice first and then create the PO?

    Best regards,

    Ludwig

  • real_ashwin Profile Picture
    real_ashwin 1,221 on at
    RE: Vendor invoice workflow on PO not allowing multiple invoice submissions

    Hi Ludwig,

    Thanks but this wouldn't work since the POs are actually made in our senario after the vendor invoices are made. So we cannot request to vendor to make a single invoice.

  • real_ashwin Profile Picture
    real_ashwin 1,221 on at
    RE: Vendor invoice workflow on PO not allowing multiple invoice submissions

    Hi Satish,

    You are indeed right, this is supported in AX 2012 R3 as well. You can submit multiple invoices while using the PO invoice workflow.

    The issue i had was that i did not realize that the lines were not displayed due to the quantity selection when you click on the post invoice button. I selected the status new invoice line and changed to the default quantity for the lines as “Ordered quantity” (since our environment does not do GRN) and then click on edit. That worked and I was able to submit multiple at a time.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Vendor invoice workflow on PO not allowing multiple invoice submissions

    Hello Ashwin P,

    What about option 3:

    Ask your vendor to send a single invoice per PO only?!

    Your are the customer and should be able to request this because the 'customer is king' :-)

    Best regards,

    Ludwig

  • Verified answer
    Satish Panwar Profile Picture
    Satish Panwar 14,649 on at
    RE: Vendor invoice workflow on PO not allowing multiple invoice submissions

    Hi Ashwin,

    You should be able to submit multiple invoices for same PO to workflow at same time, this capability exists in D365 and haven't read anything specific that this only got enabled in D365 and was not available in AX2012. Give this a try and see if it work for you...After you submit your first invoice, when you click on generate > invoice.. you will be taken to pending invoice form with 2 records in the form, first is the one that you already submitted to workflow, 2nd record is the one with blank invoice, enter invoice and then enter details and submit to workflow.

    If this doesn't work, try to create pending invoice directly and then try to submit from there.

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