Vendor invoice totals (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Accounts payable > Common > Vendor invoices > Pending vendor invoices. Double-click a vendor invoice. On the Action Pane, in the Summary group, click Totals.
Use this form to view the totals of the vendor invoice lines. The calculations are based on line quantities, prices, discounts, taxes, and charges.
You can modify the values in the Total discount, Round-off, Cash discount amount, and Cash discount date fields. To update the other totals, you can modify the order line information in the Vendor invoice form, or you can return to the purchase order and modify the order lines.
Note
If you change any of the field values, the changes are saved. Subsequent changes to invoice lines that are made by using other forms do not automatically affect the values in the Total discount, Cash discount amount, and Cash discount date fields. For example, if you change the unit price in the Invoice matching details form, the editable totals are not recalculated automatically. To recalculate the editable totals based on the original totals from the purchase orders that you are invoicing, click Reset totals.
The amount in the Total discount field is always posted according to the account that is set up in the Accounts for automatic transactions form.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Buttons |
Description |
|---|---|
Reset totals |
Clear the changes that have been made and recalculate the amounts in this form. |
Charges … |
Open the Charges totals details - Invoice: %1 form, where you can view the charges for the invoice header, consolidated invoice header, and invoice lines. |
Fields
Field |
Description |
|---|---|
Currency |
The currency that is associated with the selected vendor invoice. |
Line discount |
The total line discount for the vendor invoice lines. |
Subtotal amount |
The total amount of the vendor invoice lines. This does not include total discounts, sales tax, and charges. |
Total discount |
The total discount amount, which is calculated automatically based on the discount terms for the purchase. You can enter a different amount. Note If you change this field value, the Invoice amount field is automatically reset. |
Charges |
The total charges for the invoice header, consolidated invoice header, and invoice lines. Click the Charges … button to view a summary of the charge values by charge code or to view individual charge amounts. |
Sales tax |
The calculated sales tax for the selected invoice. |
Round-off |
If you defined rules for rounding invoices in the General rounding rule field in the Currencies form, the total amount is automatically rounded when appropriate. The total amount is always rounded down to the nearest multiple of the rounding unit. You can change the rounding amount. The rounding amount is posted to the rounding account that is specified in the Accounts for automatic transactions form. For more information, see Currencies (form) and Accounts for automatic transactions (form). Note If you make a change that affects the Invoice amount field, the Round-off field is reset. |
Invoice amount |
The amount of the invoice, after the line amounts and sales tax are added, and any discounts are subtracted. |
Cash discount amount |
The cash discount amount that is included in the vendor invoice when the invoice is posted. |
Cash discount date |
The cash discount date to use when the invoice is posted. |
See also
Charges totals details/Compare charges values (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).