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Add invoices to invoice groups [AX 2012]

Updated: February 15, 2011

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

You can add invoices to an invoice group so that you can find and update invoices that are grouped together, without using a query.

Set up Accounts payable to allow invoice groups

  1. Click Accounts payable > Setup > Accounts payable parameters.

  2. Click Invoice and select Use invoice groups for this company.

  3. In the Default code for invoice groups field, select the value to use as the default group code for new invoices: User name, Date, or Custom. For example, select User name to automatically group new invoices by the name of the user who created them. Users can change the code on individual invoices.

  4. In the Custom code for invoice groups field, enter a custom group code to use for new invoices. The code can be up to 10 alphanumeric characters long, and it can also include symbols and spaces. This field is available only if Custom is selected in the Default code for invoice groups field.

  5. In the Custom code for web service invoices field, enter a custom code to use for new invoices that are created by the web service. The code can be up to 10 alphanumeric characters long.

Add invoices to an invoice group

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

  2. On the Action Pane, click Invoice to create an invoice.

    –or–

    Click From purchase order to create an invoice from selected purchase orders.

    –or–

    Click From product receipt to create an invoice from selected product receipts.

  3. In the Invoice group field on the Vendor invoice header FastTab, select the invoice group code for the invoice. For example, you might create two invoices that have the invoice group code of HR and two invoices that have the invoice group code of FIRE. The four invoices are divided among the two groups, HR and FIRE.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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