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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Is invoicing before de...
Microsoft Dynamics AX (Archived)

Is invoicing before delivery possible in AX ?

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Posted on by Community Member

Is there any way to complete invoice posting in the sales order and/or purchase order modules that will not update the quantity to delivered / received ?

Create sales order, post the invoice same day, five days later packing slip update to ship the items..is there any way to do this (excluding pro-forma invoicing)?

Any help is much appreciated,

Chris

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  • Brian Vittrup Profile Picture
    Brian Vittrup on at

    No this is not possible. a workaround could be putting them into quarantine, and then make the receipt on the quarantine order. however this is missing the packing slip update and this cannot be recorded afterwards

  • Community Member Profile Picture
    Community Member on at

    Brian is correct.  I recently ran into this request in my own organization.  The scenario where we'd like to be able to do it is if a vendor invoices us prior to the shipment arriving (i.e. the shipment is coming from overseas), but we have discount terms with the vendor that require us to pay within a certain time fence.  We need to be able to pay the vendor in order to take the discount, but we can't process the invoice since we don't have the goods yet. 

    The workaround we've done is to do a prepayment to the vendor and manually add a journal line for the discount amount that we would be due.  When the PO invoice is processed, just use Open Transaction Editing to settle the prepayment and the separate discount voucher against invoice.  It's not ideal, but it does get the job done.  Would be a nice future enhancement if Dynamics would be able to handle this type of situation more gracefully.

  • Community Member Profile Picture
    Community Member on at

    Hi Chris,

    I faced problem the same. We decide using the sales order type Subscription.

    Regards,

    Murilo Oliveira

  • user5555 Profile Picture
    user5555 7,437 on at

    @Murilo,

    If subscription is used, can you later change state to sales order?

    We would be interested since orders are paid in advance (which can also be arranged by the bank ledger receiving a payment and later settle it). So would be nice feature for aX indeed.

    J.

  • Dong Shen Profile Picture
    Dong Shen 380 on at

    Please check the Inventory model group for receiving requirements..

  • Community Member Profile Picture
    Community Member on at

    J.

    Here in Brazil, it functions very well. But after your questioning I was to verify without the Brazilian localization. It had confirmation that for you does not function the Subscription order. Therefore when posting the packing slip after to post  the Invoice, the AX post in the inventory two times the quantity. And here in Brazil, we have the Operation Type so that the AX does not post two times the quantity in the inventory.

  • NAGA SIVA RAMA PRASAD ADDEPALLI Profile Picture
    NAGA SIVA RAMA PRAS... 920 on at

    Hi ChrisBarbera,

    I am addressing about Purchase point of view.

    You cann't do Packing Slip(Received) after PO Invoice.

    One method is there:- You can do through Invoice Journal in AP Module.

    First X company should do the Invoice Journal in AP Module.

    Transaction:- Purchase of Packing materials Debit

                                              Y Company                            Credit

    In this Invoice journal we should give the dummy invoice Number instead of original invoice number like Ex:  .001 instead of 001. Then after received the material from the vendor then Customer should raise the Packing slip and post the Invoice. Here, customer can give the original invoice number as 001.  Now Customer should go to Vendor details>Transactions and reverse the Invoice Journal transaction.  

    Try this.

    Regards,

    Prasad

  • Community Member Profile Picture
    Community Member on at

    Hi Prasad,

    Your solution is very well. But I used the journals Invoice register and Invoice approval journal after to post the Packing Slip. It functioned.

    Thanks,

    Murilo Oliveira

  • Rola Halabi Profile Picture
    Rola Halabi 135 on at

    as suggested by Brian, the quarantine functionality will do if you don't need a packing slip update. just confirm the order and invoice the order (using an inventory model group with quarantine enabled) and when you receive the shipment set the quarantine order to finished. only then the physical inventory will increase. you can print the quality order as a packing slip.

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