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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Issue Entering Vendor ...
Microsoft Dynamics AX (Archived)

Issue Entering Vendor AP Invoices

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Posted on by Adam Dobrozsi 100

I have a user-experience issue I'm trying to solve for AX 2012.  Currently, when you enter an AP invoice on a voucher, you click the Vendor/Account drop down and you get the list of Vendors by Number and Name, but  the list is driven by the Vendor Number.  You either scroll to find the Vendor or hit Ctrl-G to filter to the Vendor you need.  Both options take too much time when entering tons of invoices daily.

 Other ERPs you can simply type the name of the Vendor and it auto-populates the field.  This doesn't happen in AX since everything is driven by Vendor Number.  Is there a quicker way to find and populate the Vendor account field in an AP Invoice voucher so our AP users can enter invoices more quickly?  Attached is an image of the field I'm referring to.  Any help is greatly appreciated.

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  • Adam Dobrozsi Profile Picture
    Adam Dobrozsi 100 on at
    RE: Issue Entering Vendor AP Invoices

    Here's an additional screen shot of the issue.

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,905 Moderator on at
    RE: Issue Entering Vendor AP Invoices

    Hi Adam,

    I notice that when I use Filter by Grid (Ctrl + G) on the window that opens after you click the drop-down, AX remembers that I had Filter by Grid open later. Saves one key press, but not much consolation, I admit!

    I don't know of anything that can help you without a modification. R3 is getting better at this type of thing. They've added a search like you describe in specific places when searching for Customers.

    blogs.msdn.com/.../using-the-new-keyword-search-option-to-create-sales-orders-in-dynamics-ax-2012-r3.aspx

    That link doesn't really show you it in action. In this video, Lachlan does a keyword search for customer at the start:

    organicax.com/.../crossup-sell-new-features

    Perhaps that'll give you (or your Microsoft partner) some inspiration for the design of something to help your AP clerk!

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Issue Entering Vendor AP Invoices

    Hi Adam

    i believe out of box there is no solution on the Vendor account. I know on Ledger account field in any journal forms, you can simply type the Account name (or first few characters of the name) and Ledger account drop down will suggest the account numbers that you can choose.

    May be the same design can be used for vendor / customer dropdown. Ofcourse this requires a customization.

  • Adam Dobrozsi Profile Picture
    Adam Dobrozsi 100 on at
    RE: Issue Entering Vendor AP Invoices

    Thanks for the feedback!  I assumed there was no standard feature/setting in 2012 R2 that would fix/help with the issue, but it's nice to get validation.  The link to the solution for R3 for customers is helpful.  I will pass all this info along to our developer to analyze and design a custom solution in R2.  Thanks again!

  • Community Member Profile Picture
    Community Member on at
    RE: Issue Entering Vendor AP Invoices

    You can also turn on the Filter by grid in the user settings so it's turned on for all forms.  Go to Files / Tools / Options / General mark Filter by grid on by default checkbox on the Interface options fast tab.  Now on the dropdown, you'll have the Filter by grid at the top and the vendor name can be filtered.  You can use wildcards such as *,! etc. to search for a vendor name.  For example, if looking for ABC Plumbing you can enter *plumbing* and all vendors with plumbing in the name will be listed.  Hope that helps.

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