Hi
We are trying to determine the actual numbers of invoices created by our AP team.. it becomes difficult to track down because when i try and add created by nothing comes up in "supplier transaction" reports and if we submit invoices through a workflow they come back as posted by Admin.
Is there a table in Dynamics where it stores Invoice details that I can use as a basis?
Hi,
The table storing all invoice headers is VendInvoiceJour. It has "CreatedBy" field enabled as well. You can check this table if that takes care of your requirement.
Hi BoydBrebner,
What do you want to do with the data?
Do you want to use them for a kind of assessment/statistic measurement?
If so, please don't forget that AP does not record invoices only but that they have a lot of other duties as well.
Best regards,
Ludwig
that works, it gives me all invoice but I think the issue still remains that so many go through work flow and so appear as admin and not the original creator
yes I have been asked to try and show how many processed by each AP clerks, I am aware that it is not going to be "exact" but also having admin are creator because of workflows is not really helping
Which user are you looking for here? Are you looking for the creator of the original document? For an example, there is a purchase order/ vendor invoice journal which was posted to create the invoice. Do you need the creator of the PO/ invoice journal? the creator of the invoice will be admin as it was posted on workflow approval by admin (I am assuming).
An alternative to trying to export some kind of statistical data is to ask your accounting people recording their work & time on an internal project.
Doing that allows you to identify what they have done by analyzing the activity (Ex: record vendor invoices, make vendor payments, reconcile transactions, etc.)
Another advantage of doing that is that you get an activity based accounting approach implemented that allows you comparing the costs of the AP department costs, how much of those costs are effectively used for work on AP activities and how much remains left on the department for idle time.
If you have this information then you can do a proper comparison with the costs of an external AP department and do a 'make or buy' analysis.
A single statistical measure is - in my opinion - not sufficient for that.
just so i understand there is no single "invoice register" which would list every invoice loaded?
There is a single invoice table where invoices are recorded. But the source of the invoice will be different - PO/invoice journal. Since you have workflow activated, the created By for all the records will be the same. I don't see how you will be able to identify the invoices coming from your team.
Well, in the AP module in the inquiries section you can find the invoice journal form that lists you your vendor invoices.
Yet, does a single count really reflect what your AP team is doing?
As an example, how would you compare 5 expense invoices with a single line to a single PO invoices with 80 lines?
Is entering 5 expense invoices 'better' because it is more than a single one?
In other words, I think that this measure is not correctly reflecting the work and performance of your AP team and - if taken alone - might result in wrong decision making.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
André Arnaud de Cal... 765 Super User 2025 Season 2
CA Neeraj Kumar 743
Sumit Singh 551
