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Recurring purchase order invoice

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Posted on by ZvikaR

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So I have a vendor where at the start of the year I create a purchase order for X quantity of services.

The vendor will send me every month, in the upcoming 12 month, an invoice for x/12 of that quantity.

As this is a "regular" contract, I want to find a way to record, in advance, all 12 invoices once the contract is signed, so I remember to automatically pay each vendor invoice.

So on January 1str, I want to post 12 invoices:

invoice 1, posted into January 10

Invoice 2 posted into February 10

Invoice 3 posted into March 10

and so forth.

Any way to automate the recording of 12 invoice?

If this was a simple journal invoice I would Excel to upload 12 journal invoices (I'm open to better suggestions..) but what do I do when there are purchase order invoices?

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ZvikaR 152 on at

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RE: Recurring purchase order invoice

Thanks for the idea.

This sounds like a solution I would use if I wanted to mass-upload purchase order invoices.

I find it hard to see how I can convince an accountant this is a "functionality" they should use.

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Muthusamy 4 on at

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RE: Recurring purchase order invoice

Hi,

For mass PO upload, you can use Purchase order entity to create purchase orders for all the Vendors & Items /Category Combination.

For invoicing, we have two options for bulk invoicing.

1. Include multiple PO for the Same Vendors and do the invoice Vendor wise
2. Use the Data entity feature to bulk upload of Vendor Invoices.

Check the MS link for Vendor Invoice Automation.

https://docs.microsoft.com/en-us/dynamics365/finance/accounts-payable/auto-create-invc-lines-at-import

Thanks,

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ZvikaR 152 on at

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RE: Recurring purchase order invoice

As far as I can tell, Dr Ludwig, the Pending Vendor Invoice form does not have an "Open In Excel" option, only "Export to Excel"

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Ludwig Reinhard Microsoft Employee on at

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RE: Recurring purchase order invoice

Hi Zvika,

Have you tried using the excel addin for uploading the invoices into the pending vendor invoice form?

Best regards,

Ludwig

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ZvikaR 152 on at

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RE: Recurring purchase order invoice

yes, I am aware of several ways of manually creating 12 invoices, and then manually posting 12 invoices.

My question here is about the ability to mass-generate/post them.

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Muthusamy 4 on at

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RE: Recurring purchase order invoice

Hi,

For the Recurring expenses, we mostly use the invoice journal to post the expenses.

docs.microsoft.com/.../enter-and-post-invoices-for-recurring-expenses

We cannot automate the Purchase order by posting as recurrence invoice.

If you want to use Purchase order,

1. Create the Purchase Order for the Vendor

2. Create separate lines for each month and update the PO Qty, Price, Net amount & delivery date as correctly.

3. Invoice the PO by filtering based on delivery dates (Month basis).

Thanks,

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