Vendor invoice from purchase order

This articles describes how to invoice a purchase order from the Account Payables module in Dynamics AX 2012.

The 3 main steps of the purchase flow are the purchase order, the product receipt and the invoice. You can have more steps, depends of the flow of your company.

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1/ Purchase order

Access: AP > Common > Purchases Order > All purchases order

  • Click on New purchase order
  • Select a vendor
  • Transfer vendor information : select “Yes”
  • Check the information, complete if necessary and click on “OK”

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  • In the Line view,
  • Select an item and enter a quantity and price,
  • Enter other information you need n the “Line details” tab.

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  • In the Header view,
  • You can check and modify information about the PO: term of payment, methods of payments, …

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  • To validate the PO, click on Confirm

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  • The PO is created and confirmed

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2/ Product receipt

Access: AP > Common > Purchases Order > All purchases order

  • Select the PO
  • Go to the tab “Receive”, and click on Product receipt
  • In the field “Product receipt”, enter the number of the product receipt (this field is mandatory).

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  • In the tab Lines, you can modify the quantity if needed.
  • Click on “OK”

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  • The status of the PO is now confirmed and received

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3/ Invoice

Access: AP > Common > Purchases Order > All purchases order

  • Select the PO
  • Go to the tab “Invoice” and click on the button “Invoice”

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  • The invoice is automatically filled with the PO and the product receipt information

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  • Go to the tab “Review” and click on “Matching details” to see all the details from the PO and the delivery note.

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  • Example: if the invoice price is different to the PO price, an exclamation markl appears.

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  • Enter the number of the invoice and post the invoice

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  • The PO is now with the status Invoiced

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  • If you go to the vendor (AP > Common > Vendors > All vendor) and click on the button “Invoices”, you can see all the list of invoices from the vendor.

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