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Hi,
When registering a prepayment invoice, do I have to register it via the purchase order?
What I am looking for is a way to streamline the process of managing ALL types of vendor invoices by using the "Pending invoice" form to enter new invoices.For invoices that applies directly to purchase orders and also for expense invoices (I use the pending invoice form and add the expense lines as procurement categories)But can I use the "Pending invoices" form to register the actual prepayment invoice? Or do I have to first enter the PO and from there enter the invoice?
/Anna
You can process the prepayment two ways. Please review this article - docs.microsoft.com/.../prepayments-invoices-vs-prepayments
Thank you, but it doesn't really answer the question on if it is possible to enter the actual pre-payment invoice through (for example) Pending invoices.
Lets say that the we don't want the accounting clerk that will be registering the invoice to have access to POs, only to the Vendor invoices. Can the prepayment invoice be entered or does the clerk got to have access to the actual PO to enter the invoice.
I hope this explains it more :)
Thanks for the clarification. The Invoice can be entered separately and then settled against the PO later.
Hi Anna,
If you want to use the prepayment functionality the answer is no, you cannot do it from a pending vendor invoice.
Now, of course you can create kind of a prepayment from a pending vendor invoice (is something similar to a credit note) that then you will be able to settle against the PO invoice.
You need to test to check if this option fits your business process.
For prepayment there is no way from pending vendor invoices but there is another approach is vendor invoice entry workspace , you can select open PO tab and filter for PO and then create prepayment invoice
Thank you
Yes so the prepayment invoice will need to be entered through the PO, either from the workspace or directly on the order.
Was hoping for a way to enter all types of invoices from the same form, but that does not seem to be possible atm. :)
I can understand the need. You may also remove the fields that You do not want users to see by security.
Also for future, You may create this need in the suggestions portal.
Not from the same form, no, but you could use the AP Vendor Invoice workspace as a launch pad for entering all kinds of vendor invoices.
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