Setup the default address used on invoices

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Posted on by Robert Vestergaard

When you create a customer, you add the different address purposes, exampl. Business, Invoice, Delivery.

If I have a customer with both a invoice address and a business address, with the business address marked as the primary. My invoices will get the business address instead of the invoiceaddress as i expected.

Where do I setup the parameters on which address used on the different invoices (salesorder, freetext, project, etc.)?

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Robert,

There is no setting in AX 2012 which address to use. This is defined in the business logic.

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Robert Vestergaard on at

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Hi André

Thx for the reply.

My problem is that I expected the invoice address coming out on the invoices, but address coming out is using the address which is stated as the primary.

And from a technet posting I could read that the purpose "invoice" should give a different address than the primary on the invoices.

We are using Lasernet as document out put, but it is the standard dataoutput (SSRS Report) from AX that we use.

So based on your reply, I should either change primarily to the one where invoices should go to, or I have to control it by lasernet in a sub table?

Kind regards

Robert

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Community Member on at

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The way I've seen it work is it's set as an address that is on your sales order, so might want to search there first. Check which address is on that sales order and toggle it, see if your Lasernet is toggled by that.

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Brandon Wiese 17,788 on at

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Here is a comprehensive answer to your issue.

The address used for a sales order invoice is defined in business logic as a series of fall-back decisions.

The first decision is whether to use the Order account or the Invoice account on the sales order. This is determined by the Invoice address field on the Order account of the sales order, found under the Invoice and delivery fast tab on the customer record. If it's set to Invoice account, then the Invoice account is used, otherwise the Order account is used. Note that this provides a great deal of flexibility and/or consolidation according to your needs. In the simplest case where you have many Order accounts associated with a single Invoice account, you can simply define the Invoice address once on the Invoice account, and set all of the Order accounts to use the Invoice address, and the work needs done only once (and future changes are easy). Alternately, you can support a scenario where invoices are sent to the individual Order accounts, and you achieve this by setting the Invoice address field to Order account on each account, and then setting a unique address with purpose of Invoice on all of them.

One the Order account or Invoice account is selected, an attempt to locate an address of purpose Invoice is made. But, note that you can have many addresses with purpose Invoice, so there must be a way to set one of them as the Default for that purposes, and there is. Under the Addresses fast tab on the customer record, click More options, and then Set defaults. Select which address is to be used for each Purpose. Note that is none are set as the Default purpose, then AX falls back to the primary address on the customer (party) regardless of its purpose.

Don't worry if this is a little confusing, because it is, and it is made worse by the fact that Microsoft has not added any indicator to the Addresses grid to identify which address is the default for each Purpose. This is a customization I have made more than once. I can do a blog post on how to add such a column to your environment, if you're interested, and it would help to identify quick which address (if any) is the default for each purpose at a glance.

Even still, you may want to debug and/or trace the logic that is being used. The code responsible is found on table CustInvoiceJour in method setInvoiceAddress. Drop a breakpoint in a test environment, and trace the logic for yourself until it is clear why a particular address was chosen or skipped.

Hope this helps.

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Robert Vestergaard on at

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Hi Brandon

Thank you for a thorough answer on this topic, I will look into our setup in test and come back no later than monday.

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Robert Vestergaard on at

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Hi Brandon

This was a very good answer that were spot on for me to understand and select the addresses on the invoice.

Is it correct understod that when talking about the collection letter and chosing the address for where this should be sent. We need to customize to add a column for that? If so, yes please if you can add a blog post for how to this, that would be very helpful.

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Robert,

Indeed, to have a separate address for the collection letter, you need a customization. In previous versions we have done it several times. In AX2012, I did not got the requirement yet.

Note that I submitted an idea here: ideas.dynamics.com/.../ID0001433

Voting will help Microsoft evaluating and prioritizing ideas.

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Robert Vestergaard on at

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I have voted up for that Idea.

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Community Member on at

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Hi,

I have weird behaviour in AX2012 where the Invoice address name = Delivery address name and the Invoice address lines are from the Invoice/Primary address. That's completely wrong, why would it use the name of one address and the lines of a different address? It should be all correct or all wrong, not a mixture.

Scenario:

Address to be used as invoicing address is the Primary address and has Purpose=Invoice

It is the only address with Purpose=Invoice

The posted invoice address looks like this:

Name: "Delivery address name"

Address: "Invoice/Primary address lines"

It's not doing this for all customer accounts.

Any ideas?

Pete

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Have you received an answer?

1. I would actually like to know how to populate the address description on the actual invoice instead of the customer name. Does anyone know how to do this?

2. If using invoice accounts to post invoices to, is there a way to post the invoice to the AR posting profile from the original customer and not the invoice customer posting profile account.

Thanks,

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