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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How can I import Custo...
Microsoft Dynamics AX (Archived)

How can I import Customer Invoices ?

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Posted on by JauB 352

Hi Everybody

Is there any standard way (or other) to import Customer Invoices ? Those invoices must created (follow) the same logic as an invoice created from  a Sales Order, the difference is that I don't have items, so I have to import VAT, taxes .. too.

My scenario : we have 2 companies A and B. A is using AX 2012. but B is using an other system, and when B closes the month so we have to import all its custmers invoices into company A. For the other operations (Vendor ...) we will do it manually for now !

Thanks in advance.

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  • Suggested answer
    Rustem Galiamov Profile Picture
    Rustem Galiamov 8,072 on at

    Hi JauB!

    You can't import invoices. All invoices must be created during posting process.

    How you're do it manually? Please elaborate.

  • JauB Profile Picture
    JauB 352 on at

    Hi Rustem

    Thanks for your answer.

    When I said that i created manually customer invoice, I mean that i'm following the standard proces : Sales Order >> Packing slip >> Invoice.

    But my need now is to create directly invoice without basing o Sales orders (and so without havings items ....).

    I saw that for account payable, we can create invoices (by using the journal type : Vendor invoice recording and so without basing o Purchase Order), but why not for Customer in account receivable ?

    Thanks again.

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

    Hi,

    You can fill GL journals and post customer against revenue. If you enter an invoice number and sales tax (if applicable) then the transaction is similar to posting a free text invoice that doesn't have an item relationship.

    Best regards

    Ludwig

  • Suggested answer
    JauB Profile Picture
    JauB 352 on at

    Thats' what i'm looking for Ludwig.

    Many Thanks.

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