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Recurring customer free-text-invoice cannot be posted (button greyed out)

Posted on by 322

Dear all

we have an issue with posting the recurring free text invoices. We created it according to the provided manual from Microsoft. 

https://docs.microsoft.com/de-de/dynamicsax-2012/appuser-itpro/key-tasks-recurring-free-text-invoices

When we open the free text invoice the button “Post” is greyed out and not clickable.

We checked everything we could think of that would be a cause to this issue, but so far we have not found it. Is it possible that we are missing some setup, that we are currently not thinking of? 

We managed to post the invoice with the recurring invoice lines (it gets sent to the batch queue first, but it will be posted eventually). But for us it would be of more use if we were able to post the invoices directly in the free text invoices overview.

Your help is most appreciated! Thanks a lot in advance! 

Katy

  • Suggested answer
    RE: Recurring customer free-text-invoice cannot be posted (button greyed out)

    Hi Katy,

    Please check if  there is Free text invoice work flow in place? Does the user has admin rights or any restricted rights?

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

    Regards,

    Sreepriya.

    Note: This post is my own opinion and does not necessarily reflect the opinion or view of my company.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Recurring customer free-text-invoice cannot be posted (button greyed out)

    Hello Katy,

    What is the AX build number that you operate?

    Do you have any modifications in your environment that could be responsible for this?

    What role do you have?

    Do you have a role assigned that allows you posting invoices?

    Best regards,

    Ludwig

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