Create a one-time vendor and invoice (Public sector) [AX 2012]

Updated: October 17, 2014

Applies To: Microsoft Dynamics AX 2012 R3

You might have a situation where you have to create an invoice for a new vendor with whom you have no regular relationship. When approval or a contract in the form of a purchase order is not required, you can quickly create an invoice at the same time as creating a record for the vendor. For example, you might have to pay referees or refunds, where a master vendor record does not exist.

NoteNote

This feature is available only if Microsoft Dynamics AX 2012 R3 Cumulative Update 8 is installed, and if the Public Sector configuration key is selected.

Use this procedure to quickly create an invoice for a one-time-only vendor and a record for the vendor at the same time.

NoteNote

If you want to create multiple one-time vendors and invoices, see Import and create one-time vendors and invoices (Public sector).

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

  2. On the Action Pane, in the New group, click Invoice, and then click One-time vendor and invoice.

  3. In the Create a one-time vendor and invoice form, in the Record type field, specify whether the vendor is a person or an organization.

  4. Fill out the other fields as necessary, and then click Create. The Vendor invoice form opens, displaying the vendor information.

    NoteNote

    For fields in the Create a one-time vendor and invoice form that you don’t enter new values into, the vendor record you are creating uses values from the default one-time vendor account. That account is specified on the General tab in the Accounts payable parameters. To view the account details, go to the All vendors list page and double-click the vendor account number of the default one-time vendor.


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

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