Accounts payable roadmap

Article
04/11/2023

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

This topic is a roadmap to additional information about Accounts payable in Microsoft Dynamics AX. It includes links to information about how to get started, configure, and use Accounts payable and information on which modules integrate with Accounts payable.

Microsoft Dynamics AX 2012 includes Accounts payable features that help you track vendor invoices and outgoing expenditures. You can enter vendor invoices manually or receive them electronically through a service. Vendors can also enter invoices by using a vendor portal in Enterprise Portal for Microsoft Dynamics AX. After invoices are entered or received, you can review and approve them. You can use invoice matching, vendor invoice policies, and workflow to automate the review process so that invoices that meet certain criteria are automatically approved, and the remaining invoices are flagged for review by an authorized user.

Get started

Configure

Integration with Accounts payable

Resource Page for Purchase Order Invoicing in Microsoft Dynamics AX 2012(blog)

Lifecycle Services*(cloud-based workspace)

Help and Resources Datasheet for Microsoft Dynamics AX 2012

Business Process Diagram Templates for Microsoft Dynamics AX 2012 R2

* In order to use Lifecycle Services, you must have a CustomerSource or PartnerSource account, and have created a project. For more information, see the Lifecycle Service User Guide

Get started

Use Accounts payable to track invoices and outgoing expenditures to vendors. You can set up vendor groups, vendors, posting profiles, various payment options, and parameters regarding vendors, charges, deliveries and destinations, promissory notes and other types of Accounts payable information.

Task	Details	More information
Learn what’s new in Accounts payable	Several features have been added to Accounts payable in Microsoft Dynamics AX 2012, Microsoft Dynamics AX 2012 R2, and Microsoft Dynamics AX 2012 R3.	What’s new Accounts payable features [AX 2012]
Learn about Accounts payable	Accounts payable lets you enter vendor invoices and track outgoing expenditures. You can enter vendor invoice manually or receive them electronically through a service or your vendor can enter the invoices using a vendor portal.	Accounts payable

Configure

Complete the tasks in the following table to set up and configure Accounts payable.

Set up Accounts payable

Task	Details	More information
Configure required Accounts payable information	Set up vendor groups, vendors, posting profiles, various payment options, and parameters regarding vendors, charges, deliveries and destinations, promissory notes, and other types of Accounts payable information.	Configuring required Accounts payable information Configuring Accounts payable journals
Configure vendor invoices	Use Accounts payable to track invoices and outgoing expenditures to vendors.	Configuring vendor invoices Key tasks: Vendor invoice policies Setting up the purchase order process
Configure vendor payments	Assign a system-defined payment type, such as Check, Electronic payment, or Promissory note, to any user-defined method of payment. Payment types are optional, but they are useful when you validate electronic payments and when you must quickly determine which payment type a payment uses.	Configuring vendor payments Configuring vendor payment formats Configuring vendor payment settlements Key tasks: Vendor payments and settlements
Set up vendor invoice workflows	Set up workflow for vendor invoices that aren’t for a purchase order, or to automatically run invoice matching on invoices that are for a purchase order.	Set up vendor invoice workflows

Use

Task	Details	More information
Enter vendor invoices	Enter vendor invoices that are attached to purchase orders. The vendor invoice finishes the purchase order, product receipt, and vendor invoice cycle. You can also enter vendor invoices that are not associated with purchase orders.	Key tasks: Vendor invoices Receive and enter vendor invoices Create vendor invoices from purchase orders
Match vendor invoices, purchase orders, and product receipts	Match vendor invoices, purchase orders, and product receipts, and reconcile differences in their amounts.	About Accounts payable invoice matching Match vendor invoices to purchase orders and product receipts
Create vendor invoice policies	Create vendor invoice policies, which let you evaluate vendor invoices for compliance with policy rules that you create.	Key tasks: Vendor invoice policies
Pay vendors	Enter vendor payment information in multiple ways. You can also complete these procedures from the Payment journal list page.	Key tasks: Vendor payments and settlements Walkthrough: Configuring an outbound integration port for payments Key tasks: Prepayments Generate and submit vendor payments

Integration with Accounts payable

Accounts payable can be integrated with the following modules and Microsoft products:

General ledger
Procurement and sourcing
Microsoft SQL Server Analysis Services
Microsoft SQL Server Reporting Services
Microsoft Excel

Accounts payable roadmap

Get started

Configure

Set up Accounts payable

Use

Integration with Accounts payable

Additional resources