Auto Invoicing of inter-company purchase order

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Hello,
I am trying to configure the intercompany in microsoft dynamic ax 2012 r2, so far I have been able to configure the company A1 (supplier) and the company B1 (client) and the purchase order or the sales order are automatically created according to who generates the transaction , Clarification is an internal process of our company, the next step that I am trying to do is that when A1 company automatically invoice company B1 confirm and invoice the purchase order, since currently when the company invoice A1 I have to manually go to The company B1 select the purchase order 1. confirm, 2. invoice, 3 register.

I would like to know if someone has been able to perform this automatic process thank you for your support.

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Guy Terry 28,909 Moderator on at

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RE: Auto Invoicing of inter-company purchase order

Hi David,

On the setup of the Intercompany relationship, there is a 'Post invoice automatically' tick box. It lies under the heading 'Intercompany purchase order (direct delivery)'. I've read both TechNet pages

technet.microsoft.com/.../aa498226.aspx

technet.microsoft.com/.../aa496780.aspx

and I can't decide if the Purchase invoice will be posted automatically in all Intercompany scenarios, or only where the order is direct delivered to an external customer. One thing is for sure, for it to work, the PO in the originating company will need to have been Confirmed manually first.

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guk1964 10,888 on at

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RE: Auto Invoicing of inter-company purchase order

Note also that if you do Intercompany direct delivery then that allows for:

- automatic processing of the vendor invoice and sales invoice in the selling company (company A)

- when the sales invoice is processed in the delivering company (company B).

Check the check boxes both for Post invoice automatically under Original sales order (direct delivery) and the Post invoice automatically under Intercompany purchase order

However, if the user who performs the task in company B does not have adequate security privilege to process the in-code vendor invoice and sales invoice in company A, then the sales invoice in company B cannot be processed.

So do you want finance people in one company to be able to view and to transact in the other company? Much depends on whether each company has its own finance team ,or whether you have a central finance team transacting on behalf of both companies.

There is a white paper that describes how to create an inter-company security role for direct delivery invoicing.

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Sagar Suman 6,525 Super User 2025 Season 2 on at

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RE: Auto Invoicing of inter-company purchase order

Hi David,

What I have understood is that you have a basic inter company setup which is PO initiated.

Company A creates PO to company B

In return in company B we have a SO for company A

Now company B has shipped the goods to company A

and company A has received the goods.

Now company B has invoiced its SO.

Now you want that PO in company A gets automatically invoiced.

Its not supported and has to be manually updated.

The feature is supported in three way inter company in AX

Where Company A sells to customer C on SO 1

for this Company A creates PO to company B

In return company B creates an inter company SO to company A

In the above case auto invoicing between SO in company B and and PO in company A is supported.

I fear not in two way inter company chain as its your case.

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Community Member on at

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RE: Auto Invoicing of inter-company purchase order

I did not understand you very well
The order of who creates the first transaction is what allows it to be automatic, explain again, our case is:
1. in the Company A (supplier) a sales order is created.
2. In Company B (customer) automatically created a purchase order with step 1.
Until this event we are well we all work, the next step is what we want it to be automatic, I will explain what we do now:
3. in the Company A (supplier) confirm and invoice.
4. in Company B (client) manually confirm, invoice and register

What we are trying to do is that in step 3 when the provider is confirmed and invoiced, step 4 is automatically performed

I do not know if this is what you tell me that you can not do or how we could do this.

Thank you.

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Sagar Suman 6,525 Super User 2025 Season 2 on at

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RE: Auto Invoicing of inter-company purchase order

Hi David,

Sorry for being unclear in my above post.

Yes in your scenario it cant be automated.

When step 3 happens as mentioned by you above" in the Company A (supplier) confirm and invoice" you cannot automate step 4.

Its possible in case of direct delivery cases which involve three parties which is not your case.

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Community Member on at

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RE: Auto Invoicing of inter-company purchase order

Thanks sagar

Buying that you can not in my case, only where there are 3 actors, very grateful for your help.

Sorry for my writing, English is not my original language.

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