Microsoft Dynamics AX (Archived)

Vendor invoice 3-way matching workflow

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Posted on by ZvikaR

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I want to configure a workflow that is executed when performing Vendor Invoice 3-way matching.

1. Which workflow configuration I should use? "Vendor Invoice Workflow"?

2. The workflow supposed to have condition on who should approve based on the difference between the invoice total and the purchase order total.

how do I query such condition? I find in the list of available field "Vendor Invoice.Invoice Total" but I could not find an equivalent field for purchase order total.

Is there a field for PO to Invoice discrepancy?

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Khaled Alloud 3,658 on at

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Hello,

1- Yes

2- You might need to add those fields related to PO by customization, or try using an alternative criteria if feasible for the business logic you need

Best,

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Ludwig Reinhard Microsoft Employee on at

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Hello Zvika Rimalt,

For step 2:

Do you want to have a condition that assigns a task to a user if the original purchase price/value and the price/value stated on the invoice differ?

This can be achieved with the standard workflow conditions.

Best regards,

Ludwig

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ZvikaR 168 on at

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yes, I want to have a simple condition - if difference between invoice total and PO total (the matching discrepancy) is less than $100, auto approve.

If difference is higher - send to a person for approval.

I could not find a field containing "PO Total" to use in a condition expression.

How can I do that out of the box?

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Khaled Alloud 3,658 on at

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In the condition section > in the Vendor invoice fields' list , in the end of the list you can find Vendor invoice lines > in this list there is Net amount, and in the end there is PO lines too which open PO line Net amount field.

If you set your conditions to invoice and PO lines then you should meet your requirement.

Thank you,

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ZvikaR 168 on at

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I am trying to follow your instructions.

In the condition expression, under Additional > Vendor Invoices > ..

I cannot find a field called "Net Amount".

If I scroll to the bottom, and find "Purchase Order" select - under that entry, again I cannot find any field named "Net Amount"

Please advise

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Ludwig Reinhard Microsoft Employee on at

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Hello Zvika,

Have you tried the 'invoice matching successfull' and/or the 'invoice totals matching successfull' functions?

Best regards,

Ludwig

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Khaled Alloud 3,658 on at

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Hello,

It is strange that you can not see them, we have them as below image:

Inside the PO lines list there is the Net amount too.

Best,

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ZvikaR 168 on at

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Dr Ludwig, "Invoice Matching Successful" is either True or False.

As I indicated in my question, I want a condition based on the AMOUNT of the difference.

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ZvikaR 168 on at

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Dear Kaled, I am trying to have a condition based on the TOTAL of the invoice and TOTAL of the purchase order.

Can you elaborate how looking at the invoice line and the purchase order line is going to help me achieve that?

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