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Finance | Project Operations, Human Resources, ...
Suggested answer

Can we invoice a PO without receipt / can we stop invoicing if any price difference

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Posted on by 137

Hi D365 Finance Experts,

1. Could we invoice a PO without receipt? I created a PO and confirm it. I have not done Product receipt. But when I tried to Invoice it, it was not showing the PO lines to Invoice. 

2. Is there any way that i can stop to invoice a PO if any difference is found in vendor invoice price. I see by approval of (vendor invoice workflow approver) can do the invoicing. But our company requirement is until we amend the PO we cannot invoice as both approver are different.

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I have the same question (0)
  • OsmanIstanbul Profile Picture
    2,818 on at
    RE: Can we invoice a PO without receipt / can we stop invoicing if any price difference

    Hi

    I did not meet with a such scenario. you must be able to change it if there is not any customization.

  • Ankit_Finance Profile Picture
    137 on at
    RE: Can we invoice a PO without receipt / can we stop invoicing if any price difference

    Dear D365 Experts,

    Please help.

  • Ankit_Finance Profile Picture
    137 on at
    RE: Can we invoice a PO without receipt / can we stop invoicing if any price difference

    Hi Dr. Ludwig Reinhard,

    For Q2 - As per these parameters, system is selecting the below worker for approval if match status failed. This is my employee id (system administrator). But as per requirement, this needs to be go to the users who are in purchase order workflow and i should not be allow to approve.

    pastedimage1631534953395v1.png

  • Ankit_Finance Profile Picture
    137 on at
    RE: Can we invoice a PO without receipt / can we stop invoicing if any price difference

    Hi Osman Akgündüz,

    I am trying to change the Default quantity for lines from Product Receipt Quantity to Ordered quantity, but after pressing ok, system is changing it to Product Receipt Quantity. Could you please help me why it is not allowing to change.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Can we invoice a PO without receipt / can we stop invoicing if any price difference

    Hi,

    For Q1 you already got a tip from Osman. Please see above.

    For Q2: Are your parameters and tolerances that you set up not working? You got a 1.00 price tolerance, which seems reasonable. If you don't want to allow any tolerance then try setting this value to 0.00.

    Best regards,

    Ludwig

  • WillWU Profile Picture
    22,361 on at
    RE: Can we invoice a PO without receipt / can we stop invoicing if any price difference

    Hi D365 Functional,

    Please check the old thread:

    community.dynamics.com/.../create-purchase-order-invoice-without-product-receipt-through-x-code

  • Suggested answer
    OsmanIstanbul Profile Picture
    2,818 on at
    RE: Can we invoice a PO without receipt / can we stop invoicing if any price difference

    Hi,

    try to change the default from field to ordered quantity.

    pastedimage1631524377022v1.png

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