Vendor invoice policy (form) [AX 2012]

Updated: March 8, 2011

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 > Setup > Policies > Vendor invoice policies. Select the policy to open. On the Action Pane, click Edit. Or, to create a policy, click Policy.

Use this form to define vendor invoice policies that are associated with specific organization nodes by organization type, and then create associated vendor invoice rules for those nodes.


Before you can apply vendor invoice policies, you must select the Enable invoice matching validation check box in the Invoice validation area of the Accounts payable parameters form.

The following tables provide descriptions for the controls in this form.




Enter a name and description for the policy.

Policy organizations

Select the organization type and the organization nodes that the policy applies to. For example, if you have two companies that require audit policies, the policy you are creating might apply to only one of those companies.

Policy rules

Define the rules that are associated with the policy.

For example, you might specify that all invoices from a particular vendor that are more than 500.00 require special approval.




Open a form where you can create a policy and its associated policy rules.

Retire policy

Retire the selected policy. When you retire a policy, all the rules that are contained in the policy are retired as well. Retired policies remain in the system for auditing purposes, but they cannot be reactivated.


Open a form where you can define the organizational structure that policies apply to and the order of precedence for those policies.

Create policy rule

Create a policy rule for this policy, based on the selected policy rule type.

Retire policy rule

Retire the selected policy rule. Retired policy rules remain in the system for auditing purposes, but they cannot be reactivated.

Change date

Change the expiration date of the selected policy rule.




Enter the name of the policy.


Enter a description of the policy.

Select organization hierarchy

Select the organization hierarchy to which this policy will apply. Policies apply to organization nodes in an organization hierarchy. First you select the organization hierarchy, and then you select the nodes that are affected by the policy. Policies are applied based on the organization node that the user belongs to.

Policy rule type:

The types of policy rules that have been defined for the policy. When a policy rule type is selected, the policy rules and related fields are displayed in the policy rules grid.

For more information about policy rule types, see Policy rule type (form).

Filter by

Select a filter option to display a subset of policy rules.

  • All – All policy rules that are defined for the policy

  • Current – All policy rules that are currently in effect

  • Future – All policy rules that have been defined to go into effect on a future date

  • Past – All expired policy rules

Policy rules

The individual policy rules that have been defined for the selected policy rule type.


The date when the selected policy rule instance becomes active.


The last date when the selected policy rule instance will be active.

Include parent rule

This field is not used for vendor invoice policies.

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