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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Create Vendor Invoice ...
Supply chain | Supply Chain Management, Commerce
Suggested answer

Create Vendor Invoice from PO

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Posted on by Hisham Alsayed 739

Hi,

    I create purchase order and in lines part I selected procurement category not item number with total price (20000) as an example then confirm the PO but when I create vendor invoice from AP workspace to create partial invoice with (10000) then create another one with the remaining I observe D365FO can accept to create another invoices on the same PO although I exceed the PO total price !!!

How I can restrict this and make the PO invoiced when the created invoices match the total price for PO 

Thanks,

Hisham.

Categories:
On-prem Implementation
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 14,918 Moderator on at
    RE: Create Vendor Invoice from PO

    Hi Hisham,

    Having Invoice at different price from PO price is possible and practical scenario in any business. So, that is the reason Dynamics allows that and accept.

    Now, if as per business you are suppose to match PO price and invoice price and you do not want to accept any difference or want to accept difference up to some threshold only then you need to setup "Invoice Matching Process" in AP > Parameters > Invoice validation

    We have two options:

    1. Two Way Matching: In this you will match PO Price with Invoice price looks like ideal for your scenario since you are using category

    2. Three way Matching: In this Invoice prices is matched with PO price and Invoice quantity is matched with Product receipt quantity

    You can even have approval process in case of any dispcrepnecy before accepting.

    Please use shared link by Mattgua for more details.

  • MATTGUO Profile Picture
    MATTGUO 22,294 on at
    RE: Create Vendor Invoice from PO

    Hi Hisham,

    Use the two/three-way match to control this case: docs.microsoft.com/.../accounts-payable-invoice-matching

    If you need a complete setup, please inform us with the detailed requirement.

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