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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / PO vendor billing sche...
Microsoft Dynamics AX (Archived)

PO vendor billing schedule

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Posted on by Khaled Alloud 3,658

Dears,

Would it be possible to create a billing schedule on AX, means in case I have a Po with qty one “1” and I have an agreement with the supplier to send me every month a partial invoice for this PO

Example PO of asset A qty 1 PO amount = 100,000.00$

The agreement is to receive the invoices as follow

                Month 1 invoice 1  invoice amount  1,000.00$

                Month 2 invoice 2 invoice amount 25,000.00$

                Month 3 invoice 3 invoice amount  15,000.00$

                Month 4 invoice 4 invoice amount   9,000.00$

                Month 5 invoice 5 invoice amount 20,000.00$

                Month 6 invoice 6 invoice amount 30,000.00$

Thank you,

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I have the same question (0)
  • Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at

    you can create a partial invoice and specfiy payment schedule for any purchase order

  • Khaled Alloud Profile Picture
    Khaled Alloud 3,658 on at

    Dear Mahmoud,

    Thanks, but this does not solve my issue. I want to be able to create multiple invoice schedule based on Vendor Agreement.

    Thank you,

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at

    Hi Kaled Alloud

    no standard function do that, you need some customization

  • Khaled Alloud Profile Picture
    Khaled Alloud 3,658 on at

    Thank you Mahmoud :)

    I am waiting for other views if any, Pioneers.

    Regards,

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

    Hi Kaled Alloud,

    What you describe sounds like the AP payment schedule functionality.

    (AP/Setup/payment/payment schedule)

    There you can defined 'specified' in the allocation field and setup different payment lines that can represent a % or amount of the total payment that needs to be made.

    You can apply to this to a single invoice and AX will split up the amount and calculate the due dates correspondingly.

    If your vendor sends you multiple invoices (invoice 1-6) that you enter in your System then I cannot see a necessity for a billing schedule.

    Best regards,

    Ludwig

  • Khaled Alloud Profile Picture
    Khaled Alloud 3,658 on at

    Dear Ludwig Reinhard,

    Thank you for your reply. The issue is that i need to book the invoices with reference to the supplier invoices and i will pay all invoices in one and single payment.

    Therefore, we want to have multiple invoices (ex.: 1 in Jan and 1 in Feb) with Qty=1 ( want this feature mainly for assets aquisition).

    Best,

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Kaled Alloud,

    We are talking about POs right?

    Isn't it the case that your vendor just sends the invoices as he 'likes' or do you want to inform him, when he should sent you the invoices by printing this schedule on the PO confirmation document?

    Best regards,

    Ludwig

  • Khaled Alloud Profile Picture
    Khaled Alloud 3,658 on at

    Hello,

    The main issue is that we want to be able to invoice a PO with Qty=1 and Amount less than the value of the PO, because now how AX works is that if you invoice a PO line with Qty =1 and no matter the amount is, AX considers that PO line as invoiced at the time it is only partially invoiced.

    Hope you get our point, we want this scenario:

    PO line qty=1, amount= 100

    Inv1 qty=1, amt = 60

    Inv2 qty=1, amt = 40

    Thank you,

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

    Hello Kaled Alloud,

    You could invoice 0.6 and 0.4 pieces in your example.

    Alternatively, you can enter a different quantity for example 100 for those partial invoices and then invoice 60 (%) and 40 (%).

    Note sure what item or category you use for this PO but maybe a change in the unit (% vs. pcs) would help?!

    Best regards,

    Ludwig

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