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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Automatic posting afte...
Microsoft Dynamics AX (Archived)

Automatic posting after Three-Way-Match

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Posted on by Ingmar Bickl 106

Hi,

is there a way to automatically post an invoice for a purchase order, after the Three-Way-Match was successful?

Currently I post an entry in the Invoice register, and add the purchase order and the positions. A purchase order with a posted Product receipt and matching amounts exists. When I post this is moved to the Invoice pool. However, I would like to have it posted automatically, or at least create a Pending supplier invoice.

Is this possible in the standard, or do I need an customization? I saw such a setup years ago in AX2009, but now I am uncertain if this was standard or a customization.

regards

IB

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Ingmar,

    If you are working with the standard AX2012 invoice register journal and the invoice pool then you need to consider making a system modification or possibly make use of a 3rd party ISV tool that can handle this.

    Best regards,

    Ludwig

  • guk1964 Profile Picture
    guk1964 10,888 on at

    Not a lot to add bit to help think through  what to do this post is a useful walk through  https://gfeaxblog.wordpress.com/2016/12/28/invoicing-methods/

    perhaps less well know is this option https://organicax.com/2016/10/06/ap-invoice-workflow-post-before-or-after-approval/

    You  can auto settle open invoices that have been paid.

    Minor thing to help are that the invoice pool allows you to select all, validate all and post all.

    Be aware that budget control set up may affect your options.

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