Vendor invoice policies (list page) [AX 2012]

Updated: March 25, 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.

Use this list page to create, edit, and view vendor invoice policies that are defined for your organization. Vendor invoice policies are defined business rules that help control the accounts payable process and enforce the overall business strategy. Information on the list page includes the name, description, and status (active or retired) of the vendor invoice policies.

NoteNote

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

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

Button

Description

Policy

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

Edit

Edit the selected policy.

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.

Parameters

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

Fields

Description

Name

Enter the name of the policy.

Description

Enter a description of the policy.

Active

Yes indicates that the policy is currently in effect. No indicates that the policy is retired. Retired policies cannot be reactivated.

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).

Include parent rule

This field is not used for vendor invoice policies.

Effective

The date when the selected policy rule instance becomes active.

Expiration

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


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

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