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Dynamics 365 Community / Forums / Finance forum / Purchase invoice- Cons...
Finance forum

Purchase invoice- Consolidation

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Posted on by Giorgio Bonacorsi 665

Hi everyone,

 

I try to consolidate more purchase orders (here I’ve already registered the product receipt) into an invoice. So, I’m using the tool “vendor invoice assigned to queues that I belong to” and I’m making my test with the demo-data into the USMF company:

 8875.01.png

I'm selecting the function “from purchase order” and my vendor invoice account “US-104”.

 6237.02.png

 

Here for the orders that I want to consolidate I put the same invoice number.

 6237.03.png

Then I’m going into the invoices and for each invoice I put same the invoice data.

 6237.04.png

I’m going back and select consolidate invoice, with criteria “invoice account”.

05.jpg 

But I have this error:

 Image-13.jpg

Before to launch a ticket at the Microsoft, someone know if I have wronged something’s or there are some messing parameters? I try to check this box into the parameter, but I have the same problem.

Image-14.jpg 

 

Thank all for the answer,

Giorgio

Categories:
Financial Management
  • Suggested answer
    Giorgio Bonacorsi Profile Picture
    Giorgio Bonacorsi 665 on at
    RE: Purchase invoice- Consolidation

    Ok, i't a good indication. However, I'm seeing the it's run if I use like criteria of consoludation "ordered quantity".

    If I want to consolidate two PO with product receipt it's run if I should to use as criteria of consolidation of my invoice "order".

    09.jpg

    In any case I can go on with process, so the question is closed. :-)

    Thank you.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Purchase invoice- Consolidation

    are you trying to consolidate multiple PO against one invoice?

    What is your summary management parameter for invoicing in AP parameters?

    Try to use invoice account and also ensure if you could do the same steps by selecting these PO from all PO screen and give vendor invoice number against all PO.

    you may need to go through 3 way matching as well

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Purchase invoice- Consolidation

    Hello Giorgio,

    After selecting both POs that you want to invoice, open the invoice button/form and then enter an invoice number for one of the invoices. Once this is done you can arrange/consolidate the invoices into a single one and you should be able to post then without the error.

    Best regards,

    Ludwig

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