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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Product receipt detail...
Finance | Project Operations, Human Resources, ...
Suggested answer

Product receipt details that are matched to a posted purchase order invoice.

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Posted on by VENKAT6452 287

Hi there

Please guide me how to see the below process in D365 Finance and operations.

  1. You can view the product receipt details that are matched to a posted purchase order invoice.

    1. Click Accounts payable > Setup > Accounts payable parameters.

    2. Click Updates, and then select the Matched product receipts inquiry check box to enable the option to display the matched product receipt for an invoice.

    3. Click Accounts payable > Journals > Invoices > Invoice journal.

    4. On the Overview tab, select the invoice that corresponds to the product receipt information to view.

    5. Click the Product receipt tab to view the product receipt for the selected invoice.

    6. Click the Product receipt button to view detailed information in the product receipt journal.

Thanks

Venkat

Categories:
Administration and Setup
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 13,216 Moderator on at
    RE: Product receipt details that are matched to a posted purchase order invoice.

    Hi,

    An invoice can have more than one product receipt so it is not feasible to see on invoice journal. 

    I would advice you to use inventory transactions for that purpose. 

  • VENKAT6452 Profile Picture
    VENKAT6452 287 on at
    RE: Product receipt details that are matched to a posted purchase order invoice.

    Hi Charlotte

    Thanks for your detailed  post. I have a customer who already posted multiple Product Receipts and multiple invoices done in the same PO.

    But he want to check the Product Receipts details in Invoice Journal.  In invoice journal I can see the invoices created for this PO but there is no field which related to Product Receipts details information. I did check for the relevant field in insert fields option but could not find one.

    Please let me know if have any idea.

    Regards

    Venkat

  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Product receipt details that are matched to a posted purchase order invoice.

    Hi Venkat,

    I checked the link on the tag, and it belongs to AX. If you want to see the product receipt details that are matched to a posted purchase order invoice in D365 F&O, please follow these steps:

    In the Accounts payable parameters page, ensure that the Enable invoice matching validation option is selected, the Post invoice with discrepancies field is set to Require approval, and the Line matching policy field is set to Three-way matching.

    After you create a purchase order and post a product receipt,

    1. On the Action Pane, click Invoice.
    2. Click Invoice.
    3. In the Number field, type a value.
    4. Click Default from: Ordered quantity to open the drop dialog.
    5. In the Default quantity for lines field, select an option.
    6. Click OK.
    7. Click Yes.
    8. Click Match product receipts.
    9. Click OK.
    10. On the Action Pane, click Review.
    11. Click Matching details.

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