Finalize purchase order (form) [AX 2012]

Updated: November 21, 2011

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

Click Procurement and sourcing > Periodic > Purchase orders > Finalize purchase orders.

-or-

Click Procurement and sourcing > Common > Purchase orders > All purchase orders. Select a purchase order. On the Action Pane, click the Purchase tab, and then click Finalize.

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Click Accounts payable > Common > Purchase orders > All purchase orders. Select a purchase order. On the Action Pane, click the Purchase tab, and then click Finalize.

Use this form to finalize one or more purchase orders that have been confirmed and invoiced.

NoteNote

If you access this form from the Purchase order form, you can only finalize that particular purchase order or the purchase order lines related to that purchase order. If you access this form from Periodic > Purchase orders on the Procurement and sourcing area page, you can finalize several purchase orders. You can also set up a batch job to do so. This difference in functionality means that when you access the Finalize purchase orders form from Periodic > Purchase orders on the Procurement and sourcing area page, the form has more tabs and fields than when you access it from the Purchase order form.

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

Tab

Description

General

Set up data to finalize one or more purchase orders.

Batch

Set up a batch job to finalize multiple purchase orders.

NoteNote

This tab is only available if you access this form from Periodic > Purchase orders on the Procurement and sourcing area page.

NoteNote

The buttons are only available if you access this form from Periodic > Purchase orders on the Procurement and sourcing area page.

Button

Description

Select

Select the criteria to filter purchase orders on. The purchase orders that fulfill the selected criteria will be submitted for finalization during the batch job.

Recurrence

Set up recurring batch jobs.

Alerts

Set up alerts for the batch jobs.

Field

Description

Accounting date

The date used for accounting as finalized the purchase order or purchase order line.

Only completed lines

Select to finalize only those purchase order lines for which the ordered quantity has been received in full and matched to vendor invoices.

Only entire purchase order

Select to make sure that only purchase orders where all individual lines can be finalized are finalized.

NoteNote

This field is only available if you access this form from Periodic > Purchase orders on the Procurement and sourcing area page.

Purchase order

The unique identification of the purchase order that you want to finalize.

Purchase order

The unique identification of the purchase order that contains the purchase order lines to finalize.

Line number

The line position number of the purchase order line that you want to finalize.

NoteNote

This field is only available if you access this form in a purchase order.

Batch processing

Select to run the task as a batch job.

NoteNote

This field is only available if you access this form from Periodic > Purchase orders on the Procurement and sourcing area page.

Task description

The description of the batch job.

NoteNote

This field is only available if you access this form from Periodic > Purchase orders on the Procurement and sourcing area page.

Batch group

Select the batch group that you want to assign the batch job to.

NoteNote

This field is only available if you access this form from Periodic > Purchase orders on the Procurement and sourcing area page.

Private

Select to make sure that only the user who set up the batch job can run that job.

NoteNote

This field is only available if you access this form from Periodic > Purchase orders on the Procurement and sourcing area page.


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