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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Cannot invoice a PL in...
Microsoft Dynamics AX (Archived)

Cannot invoice a PL invoice registered in a now closed financial period

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Posted on by Kauto 2,699

Hi,

I'm sure many of you have come across this but I would like some advice.  Our Purchase Ledger team register invoices on as soon as possible to assist with VAT payments for the company.  However, an invoice could be registered in for example March and then the financial period is closed for March (to prevent sales transaction posting etc etc) - however when purchase ledger staff try to create and post an invoice which pertains to the invoice which was registered in March, AX won't let them post it as it claims the period is closed or on hold.

Is there any way around this issue and what is best practise here - the invoices are being fetched from the register to begin with then the matching process with POs happens after this - then the invoice is posted, but because the fetched invoice was registered in March AX won't let the invoice post.

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I have the same question (0)
  • Javirrubio Profile Picture
    Javirrubio 965 on at

    You can maintain the period as on hold but allow a specific group of users to post invoices. You can set this up in the ledger periods form.

  • Kauto Profile Picture
    Kauto 2,699 on at

    Thanks Javier - can you explain this further for me please?

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    Hi Kauto,

    The functionality Javier describes can be found in AX 2012 at G/L -> Setup -> Ledger -> Ledger calendar -> select the Financial year -> 'Module access level' fast tab.

    It is possible to close all modules except the Vendor module. Or you can keep the Vendor module open only for users in a particular User group.

    However, if you've also done an Inventory close (and the Invoices are for stocked items) I think you may get another problem. Give it a go!

  • Kauto Profile Picture
    Kauto 2,699 on at

    In your detail above you mention about module access - all modules when I check are set to ALL with no user group beside them - if the period is put on hold and module access is ALL to all modules - this prevents posting to all areas?

    However if I change access level to user group and assign a group - users in this group only can post vendor based transactions - do I not also have to give them Ledger transaction access also or is the vendor section sufficient for purchase ledger invoice register and posting?

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    Yes, if the period is on hold, this overrides the module access setting. So I think you need to leave the period open, and set all other modules to 'None'.

    My guess would be you only need to give access to the Vendor module. But that is only a guess. Test it and see!

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