Vendor invoice: voucher template

This article desribe how to setup a voucher template for vendor invoice journal in Dynamics AX 2012.

In the invoice journal form, you can create and use voucher template. This functionality is helpful when you have to create several time the same invoice model.

1/ Save a voucher template

Access: AP > Journals > Invoices > Invoice journals

  • Select the invoice journal to save as a model.
  • Click on button Line.
  • Click on Function > Save voucher template.

VoucherTemplateAP001

Remark: one voucher template = one voucher number. If you want to save an invoice with several lines, they must have the same voucher number.

  • Choose the option that is suitable to you :
    • “Amount”: If the amount of the model if the same for all invoices.
    • “Percent”: If the repartition between the financials dimensions or accounts should be divided by the percentage of the amount of the voucher.

VoucherTemplateAP002

Remark: you can not choose the name of your voucher template. But you can create a sequence number to use only for the invoice model (you don’t need to post the journal to save a template).

2/ Use a voucher template

Access: AP > Journals > Invoices > Invoice journals

  • Create a new journal
  • Click on Line
  • Click on Function > Select a voucher template

VoucherTemplateAP003

  • Select the voucher template to use and click on OK.

VoucherTemplateAP004

  • Enter the amount of the invoice if the model used is “Percent”

VoucherTemplateAP005

  • The invoice is created.
  • Update field if necessary and post the journal as a regular invoice journal.
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