Pending vendor invoices (list page)

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 Accounts payable > Common > Vendor invoices > Pending vendor invoices.

Use this list page to view and take action on vendor invoices that have not yet been posted. The invoices can be entered in the Vendor invoice form, in a vendor portal, or through a service. Vendor invoices that are entered in a journal are not displayed on this list page.

For general information about list pages, see List pages.

Tasks that use this form

Key tasks: Vendor invoices

Create accounting distributions for vendor invoices

Add invoices to invoice groups

Add invoices to payment groups

Place an Accounts payable payment on hold

Resolve net unit price invoice matching discrepancies

Resolve price totals invoice matching discrepancies

Resolve invoice totals invoice matching discrepancies

Handle policy rule violations

Navigating the form

The following tables provide descriptions of controls that differ from the controls in the Vendor invoice form. For information about the other controls on this page, see Vendor invoice (form).

Note

This form may contain workflow buttons. For more information about workflow buttons, see Workflow actions.

The workflow controls apply to the header or line, depending on which is selected.

Buttons

Button	Description
Match product receipts	Match the selected vendor invoices with the corresponding product receipts, if they exist. The process applies only to invoices that were entered in a vendor portal or received through a service, and whose current task in a workflow is Review vendor invoice matching. You can view the workflow history in the Vendor invoice form to view the current task for an invoice that has been submitted for review. Alternatively, you can view the current task on the Tracking details tab in the lower pane of the Workflow history form. (Click Home > Common > Work items > Work items assigned to me. On the Action Pane, click History.) For each invoice, invoice lines are connected to product receipt lines if all the following conditions are true: The invoice is not yet approved in the review process. The matching policy for the invoice line is Three-way matching. The invoice line is for a purchase order. The product receipt line has a quantity remaining to invoice. This button is not available in the following situations: The Enable invoice matching validation check box is selected in the Accounts payable parameters form. The Check for product receipt number used field is set to Accept duplicates in the Procurement and sourcing parameters form. To open a form where you can match individual vendor invoices with product receipts, click the Match product receipts button in the Vendor invoice form, instead.
Pending invoice detail	Open the Pending invoices - invoice: %1, %2 form, where you can view saved vendor invoices and lines that have been matched to product receipts.
Analyze data	Open the Power View report designer, where you can create a report. For more information, see Create a report by using Power View to connect to a cube.

Match product receipts

Match the selected vendor invoices with the corresponding product receipts, if they exist. The process applies only to invoices that were entered in a vendor portal or received through a service, and whose current task in a workflow is Review vendor invoice matching. You can view the workflow history in the Vendor invoice form to view the current task for an invoice that has been submitted for review. Alternatively, you can view the current task on the Tracking details tab in the lower pane of the Workflow history form. (Click Home > Common > Work items > Work items assigned to me. On the Action Pane, click History.)

For each invoice, invoice lines are connected to product receipt lines if all the following conditions are true:

The invoice is not yet approved in the review process.
The matching policy for the invoice line is Three-way matching.
The invoice line is for a purchase order.
The product receipt line has a quantity remaining to invoice.

This button is not available in the following situations:

The Enable invoice matching validation check box is selected in the Accounts payable parameters form.
The Check for product receipt number used field is set to Accept duplicates in the Procurement and sourcing parameters form.

To open a form where you can match individual vendor invoices with product receipts, click the Match product receipts button in the Vendor invoice form, instead.

Pending invoice detail

Open the Pending invoices - invoice: %1, %2 form, where you can view saved vendor invoices and lines that have been matched to product receipts.

Analyze data

Open the Power View report designer, where you can create a report. For more information, see Create a report by using Power View to connect to a cube.

Fields

Field	Description
Last match variance	The most recent result of the invoice matching process for the invoice. The invoice matching process occurs when you open the Vendor invoice form and display an invoice. The invoice matching process can also be run as part of a workflow.
Queue	The work item queue name and the work item type, if the invoice was assigned to a queue in a workflow.
Assigned to queue	The date and time that the work item for the invoice was assigned to a queue in a workflow. If you have a service-level agreement for processing vendor invoices, you can use the information in this field to help prioritize which invoices to process first.

Pending vendor invoices (list page)

Tasks that use this form

Navigating the form

Buttons

Fields

See also

Additional resources