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BPO & Invoice Matching

  • 1.  BPO & Invoice Matching

    Posted 11 days ago
    Hello, when a BPO is created is it possible to post the invoice against the amount rather than the quantity?  A one line BPO was created for service repairs for the FY, as it is unknown when services will be required.  Typically invoices are matched to PO quantities but in this situation invoices would need to be matched against the amount to allow for the BPO to remain open for future repair services.

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    Renae Mutchie
    Sr. Buyer
    Rogers Behavioral Health
    Oconomowoc
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: BPO & Invoice Matching

    SILVER CONTRIBUTOR
    Posted 10 days ago
    Hi Renae,

    Unfortunately, there is no way in standard D365 to match against the amount.  In these situations we create the PO with Unit price = $1 and Quantity equal to whatever is necessary to match the total PO amount.  This way you can partially receive and invoice the PO when some services are performed, leaving the remaining Quantity open for receipt and invoicing in the future.

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    Corey Warawa
    Functional Architect
    Liquor Stores Limited Partnership
    Edmonton AB
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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