D365 Finance & Operations and Dynamics AX Forum

Expand all | Collapse all

Combining sales order with free text invoices and procurement categories with non-stock items

  • 1.  Combining sales order with free text invoices and procurement categories with non-stock items

    Posted Dec 25, 2020 03:44 PM
    Edited by Jasper Jeensma Dec 26, 2020 05:30 AM

    Hi, 

    Could anyone advise if you can combine free text invoices with sales orders, and what effect this would have on the general ledger transactions?

    Our implementation-partner advised to use free text invoices, based on our specific requirements and that's working fine, but now we would like to optimize the intercompany transactions and try and use automatically created purchase orders from sales orders.

    1. Can you use free text invoices next to sales orders in your environment?
    1a. Is there anything you can do with free text invoices that you cannot do with sales orders?

    2. We are currently working with procurement categories and not with items.
    Can you use procurement categories without items and purchase orders with non-stock items combined in one environment?

    Many thanks in advance.



    ------------------------------
    Jasper Jeensma
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Combining sales order with free text invoices and procurement categories with non-stock items

    MICROSOFT MVP
    Posted Dec 25, 2020 06:33 PM

    Hi Jasper,

    You can use free-text invoices next to sales order invoices. In fact, in most implementations I was part of, they were used both. Be aware that the purposes are different. Sales orders is about items and categories. With Free-text invoices you can specify a direct ledger account without any reference to sold items. 

    With Free-text invoices, you can also manage the sale of fixed assets which are not possible with Sales order invoices. Another option is to create an invoice for projects directly without creating a fee transaction first.

    Can you explain your second question with some more details? Initially, I think the answer is yes, but I'm not sure what you intend to achieve.



    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Combining sales order with free text invoices and procurement categories with non-stock items

    Posted Dec 25, 2020 07:28 PM
    Edited by Jasper Jeensma Dec 26, 2020 05:30 AM

    Hi Andre, 

    That's good news. I will try and use it.

    The second question is regarding the fact that we have never worked with items until now, we don't have stock nor use inventory mgmt.
    All our purchase order-lines only contain procurement categories.

    If we want to start using the automatically generated purchase orders, we would have to start working with (non-stock-)items, correct?
    I wonder what that will do towards reporting and if that doesn't cause problems somewhere: working for a year with procurement categories in PO's, and then adding purchase orders with items to that.
    I guess it's not a big deal because items depend on procurment categories, but I am not sure.
    There's an Idea to enable intercompany purchase orders with procurement categories in stead of items, so there are other people that would like this and don't work with non-stock items but with procurement categories for some reason.

    Many thanks again.

    Kind regard,



    ------------------------------
    Jasper Jeensma
    Aertssen
    Stabroek
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


If you've found this thread useful, dive deeper into User Group community content by role