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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Sales invoice summary ...
Microsoft Dynamics AX (Archived)

Sales invoice summary update, create 1 invoice line per delivery note when grouping items and qtys

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Posted on by Kauto 2,699

When summary update invoice is run, if we take for example 1 sales order which has 1 line - this line is for 1000 of product x.

We then have 5 deliveries done against this line on different delivery dates so we generate 5 delivery notes of 20 qty each.

When I run invoicing, I want AX to create 5 invoice trans lines based on the fact I have 5 delivery notes related to the sales order line.  I do not want AX to group the 5 deliveries together in the invoice period give me 1 line for 1000.

Hope this makes sense

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  • Suggested answer
    Denis Macchinetti Profile Picture
    Denis Macchinetti 16,444 on at

    Hi Kauto

    You have to use the "Summary update for" parameter.

    You can find on the posting form, Other tab.

    Here you have to choose "Packing slip"

    Take a look at technet.microsoft.com/.../gg230936.aspx, second example.

  • Kauto Profile Picture
    Kauto 2,699 on at

    Hi Denis,

    I am familiar with what you speak of - however that produces multiple invoices for multiple packingSlips - I want it to summarise all the packingslips into one invoice - but instead of summing the line qtys from the packingslip into one invoice line - I want it not to sum the lines but produce multiple invoice lines - 1 per packingslip line, but still exist on only 1 invoice

  • Denis Macchinetti Profile Picture
    Denis Macchinetti 16,444 on at

    mmm

    you have made some customizations on this module?

  • Kauto Profile Picture
    Kauto 2,699 on at

    In relation to the Microsoft example - there is only 1 sales order line on the order but over a period of a week, there are 5 deliveries done.  The customer wants to see the 5 packingslip lines reflected as 5 invoice trans lines against the 1 sales order line - by selecting packingSlip in the summary update - it will create 5 invoices - I want 1 invoice - 5 lines - does anyone know where to change this???

  • Denis Macchinetti Profile Picture
    Denis Macchinetti 16,444 on at

    Hi Kauto

    As per my knowledge, AX out of the box don't handle your scenario.

    As a workaround, you can use the Delivery now field and running the Invoice posting process more time according the number of the packingSlip.

  • Kauto Profile Picture
    Kauto 2,699 on at

    Thanks Denis,

    Any developers out there can point me in the right direction regarding modifying the selection process for invoice lines and the summary update arrangement - if possible reading my above requirements would be useful - I am just unsure how to tweak this but pointed in the correct direction, I will be able to develop it myself.

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