Create one invoice for two purchase orders

This article describes how to create 1 invoice for 2 purchase orders in Dynamics AX 2012.

Option A: Consolidate invoice

For example, I have 2 PO from the vendor “Outdoors”, but he sent me only one invoice.

  • PO000038: Qty = 10 / Price = 1200 / Sales tax = 235,2 / Total = 1435,2
  • PO000037: Qty = 8 / Price = 960 / Sales tax = 188,16 / Total = 1148,16

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Access: AP > Common > Purchase order > All purchase orders

  • Select the two PO
  • And go to the Invoice tab, button “invoice”

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  • In the invoice form, enter the number of the invoice (the same number for the two PO).

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  • Click on “Consolidate invoice” and select an option (Invoice account for this example).

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  • The two PO are now consolidated

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  • Post the invoice: click on “Post”

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  • List of vendor invoices

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Option B: Non Consolidate invoice

Access: AP > Common > Purchase order > All purchase orders

  • Select the first PO
  • And go to the Invoice tab, button “invoice”

Invoice2PO8AP001

 

  • Populate the invoice informations: Number, description, date
  • Purchase reference contains the number of the PO selected above
  • Click “Retreive Purchase orders3

 

Invoice2PO8AP002

 

 

  • Select the second purchase order to link to the invoice.
  • Click OK

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  • Purchase reference contains a multiple reference
  • New line has been added to the invoice

Invoice2PO8AP004

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