Accounts payable roadmap
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 |
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 |
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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. |
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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. |
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Complete the tasks in the following table to set up and configure Accounts payable.
Task |
Details |
More information |
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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. |
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Configure vendor invoices |
Use Accounts payable to track invoices and outgoing expenditures to vendors. |
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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 payment formats |
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. |
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Task |
Details |
More information |
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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. |
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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. |
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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 |
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Accounts payable can be integrated with the following modules and Microsoft products:
Microsoft SQL Server Analysis Services
Microsoft SQL Server Reporting Services
Microsoft Excel