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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Invoice matching polic...
Microsoft Dynamics AX (Archived)

Invoice matching policy and receiving requirement

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Posted on by Community Member

hi

We have an item setup as a stocked product and 'receiving requirement' checked. Invoice matching policy is 2-way matching. There is no receipt against the item.

When I create a PO invoice, matching policy does not show error as expected. However, invoice fails with error 'insufficient quantity received'. So I wonder 'receiving requirement' flag makes any sense if we are using matching policy. It seems AX essentially enforces 3-way matching if this flag is set to true.

I guess i will have to set this item as non-stocked. This is a consumable type item and business does not want to bother with receiving the goods.

Thanks in advance

Hadesh

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Hadesh,

    What's your general company's matching plocy that's specified in the parameters and what policy has been setup for the item-vendor combination used in your PO?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Company policy is 3-way. Policy defined on item and on purchase order is 2-way.

    regards

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Hadesh,

    Please check your AP parameter 'invoice validation - allow matching policy override' and what is selected there. Try to modify the current setup that you have and test once again.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi

    I am confused. Is this going to allow invoice posting without receipts?

    My question is what is the point of 2way matching if receiving requirement  forces user to have a receipt.

    Regards

    Harry

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Harry,

    I do not think that AX enforces something wrong.

    What you have to be clear about is which policy is taken into consideration - the company policy or the vendor-item specific one.

    Please double check your parameter settings and possibly compare it with the following examples and documentation provided here:

    technet.microsoft.com/.../hh242852.aspx

    technet.microsoft.com/.../gg243265.aspx

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    OK, i see the disconnect.

    Invoice goes through workflow and I can see that 2 way policy is being applied. The error happens after invoice is approved and during the posting process.

    Appreciate your help :)

    harry

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Harry,

    If you have a workflow up and running you sometimes run into the issue that an explicit approval of a variance is required if - for example - a price variance exists. At least that is what I often run into.

    Because of the workflow approval, I regularly set the AP parameter to allow postings with a warning only and do not require an explicit approval, which would require that somebody opens the transactions and sets the approved checkbox.

    Hope this helps.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Thanks, unfortunately this is happening after invoice is approved. So there is no question of matching issue :(

    The error is positively coming during invoice posting process while updating inventory.

    regards

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    If you don't need to take care about the inventory qty because the item is a consumable then you are right with what you mentioned in the beginning that a non-stocked item is required.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Thanks. Last question :)

    I guess i have an option, either mark it as non-stocked or un-check receiving requirement. Which one would you recommend? This item is not part of any BOM

    regards

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