Vendor invoices with pay when paid (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Inquiries > Retention > Vendor invoices with pay when paid.

Use this form to review the status of customer invoices and the related vendor invoices for projects that have a pay-when-paid setting. If a customer pays an invoice on a pay-when-paid project, you can select vendor invoices to pay.

Note

If you are using Microsoft Dynamics AX 2012 Feature Pack or Microsoft Dynamics AX 2012, this form is available only if the Project Management and Accounting Add-in is installed.

Task that uses this form

Key tasks: Manage pay-when-paid projects

Navigating the form

The following tables provide descriptions for the controls in this form.

Filters

Filter	Description
From date/To date	Enter a date range to view vendor invoices for a specific time period.
Vendor account	Select a vendor identification number to view invoices for a specific vendor.
Vendor invoice	Select a vendor invoice to view it.
Project	Select a project to view vendor invoices that are associated with the project.
Project contract	Select a project contract to view vendor invoices that are associated with the contract.
Status	Select whether to view all vendor invoices or only those that have a status of Open or Paid.
Purchase order	Select a purchase order to view only vendor invoices that are associated with the purchase order.

FastTabs

FastTab	Description
Vendor invoice	View vendor invoices based on your filter selections.
Vendor invoice lines	View the line details for the vendor invoice that you select on the Vendor invoice FastTab.
Customer invoice	View the customer invoice for a project that is associated with the vendor invoice that you select on the Vendor invoice FastTab.

Buttons

Button	Description
Search	Search for vendor invoices based on your filter criteria.
Release vendor payment	If the project has met the pay-when-paid conditions, click Release vendor payment to clear the Pay when paid check box. When you clear the check box, the status of the Ready for payment field changes to Yes.
Retain vendor payment	Click Retain vendor payment to select the Pay when paid check box. If you do this, the status of the Ready for payment field changes to No.

Fields

Field	Description
Vendor	The vendor identification number on the invoice.
Name	The name of the vendor on the invoice.
Vendor invoice	The identification number for a vendor invoice.
Date	The date of the vendor invoice.
Payment terms	The payment terms that are associated with a vendor invoice.
Currency	The currency that is in effect for a vendor invoice.
Invoice amount	The total amount of a vendor invoice.
Settled amount	The amount that you have paid the vendor to date for an invoice.
Line number	The identification number of a vendor invoice line.
Item	An item on the vendor invoice.
Item name	The descriptive name for an item on the vendor invoice.
Qty	The quantity purchased of an item.
Unit price	The price per unit of an item on the vendor invoice.
Amount	The amount equal to the unit price multiplied by the quantity.
Project	The project that is associated with the vendor invoice.
Pay when paid	A selected check box indicates that you can pay the vendor when payment from the customer meets the pay-when-paid (PWP) rules that you set.
Ready for payment	The payment status of a vendor invoice. If the Pay when paid check box is selected, the status in this field is set to No.
Customer	The identification number of the customer to whom products on the vendor invoice were sold.
Name	The customer name on the invoice.
Invoice	The customer invoice number.
Date	The date of the customer invoice.
Sales currency	The currency that is in effect for the customer invoice.
Invoice amount	The total amount of the customer.
Amount settled	The amount that the customer has paid on the invoice.
Payment due	The remaining amount that is due for the customer invoice.