Unified Operations & Dynamics AX Forum

Expand all | Collapse all

PO invoices input & Receipt not posted

  • 1.  PO invoices input & Receipt not posted

    Posted 12 days ago
    Hi, do you know if within D365 (delivered functionalities) allows for the input of PO Invoices even when a Receipt has not posted in the system? If possible, how? Thanks!

    ------------------------------
    Christine Brunette
    PSP Investments
    Montreal QC
    ------------------------------


  • 2.  RE: PO invoices input & Receipt not posted

    Posted 11 days ago
    Hi Christine

    If I am understanding correctly you are looking to invoice a PO even before you have posted the Product Receipt? If so this is possible provided that the item you are trying to buy does not require 3 way matching (If it does you can only invoice what you have received).

    The system will also not allow you to receive once you have invoiced, the invoicing will work as the receipt as well.

    Thanks,

    ------------------------------
    Arush Kuthiala
    Western Computer
    Toronto ON
    ------------------------------



  • 3.  RE: PO invoices input & Receipt not posted

    GOLD CONTRIBUTOR
    Posted 11 days ago
    Hi Christine,
    Your other option is to enter the invoice as a pre-paid invoice.

    ------------------------------
    Ryan Sorenson
    Sunrise Technologies
    Riverton UT
    ------------------------------



  • 4.  RE: PO invoices input & Receipt not posted

    Posted 9 days ago
    We are using AX 2009 so I am not sure of the full functionality in 365 but we can put a PO Invoice in without a receipt and we can see it in Pending Purchase Order Invoices.  It is not posted in the system, it is "on hold", this makes it visible for us to know what invoices we have received.  When the receipt is in we can attach from that screen and post.

    ------------------------------
    MARY LYNN KINCHEN
    Sr Systems Analyst
    SNF HOLDING COMPANY
    ------------------------------



  • 5.  RE: PO invoices input & Receipt not posted

    Posted 6 days ago
    ​Thanks Mary Lynn! I work with Christine & that's what we're looking for - does anyone know if this is doable in D365?


    ------------------------------
    Ilana Azancot
    PSP Investments
    Montreal QC
    ------------------------------



  • 6.  RE: PO invoices input & Receipt not posted

    Posted 5 days ago
    In the accounts payable module is their an inquiry called Pending Purchase Order Invoices Inquiry?  If so, that is where you would go to look at the pending invoices.  You would get the invoices there by posting the invoice to the purchase order, when you do not have a receipt attached it will give you a warning but the invoice will be in the PPOII when you go to that screen.  Purchase order items have to be set up for a receipt to make it go to this screen or you can also click the hold button if the item doesn't require a receipt.


    ------------------------------
    MARY LYNN KINCHEN
    Sr Systems Analyst
    SNF HOLDING COMPANY
    ------------------------------