Vendor invoices with pay when paid (form) [AX 2012]

Updated: October 11, 2012

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

Click Project management and accounting > Inquiries > Retention > Vendor invoices with pay when paid.

Use this form to review the status of customer invoices and the related vendor invoices for projects that have a pay-when-paid setting. If a customer pays an invoice on a pay-when-paid project, you can select vendor invoices to pay.

NoteNote

If you are using Microsoft Dynamics AX 2012 Feature Pack or Microsoft Dynamics AX 2012, this form is available only if the Project Management and Accounting Add-in is installed.

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

Filter

Description

From date/To date

Enter a date range to view vendor invoices for a specific time period.

Vendor account

Select a vendor identification number to view invoices for a specific vendor.

Vendor invoice

Select a vendor invoice to view it.

Project

Select a project to view vendor invoices that are associated with the project.

Project contract

Select a project contract to view vendor invoices that are associated with the contract.

Status

Select whether to view all vendor invoices or only those that have a status of Open or Paid.

Purchase order

Select a purchase order to view only vendor invoices that are associated with the purchase order.

FastTab

Description

Vendor invoice

View vendor invoices based on your filter selections.

Vendor invoice lines

View the line details for the vendor invoice that you select on the Vendor invoice FastTab.

Customer invoice

View the customer invoice for a project that is associated with the vendor invoice that you select on the Vendor invoice FastTab.

Button

Description

Search

Search for vendor invoices based on your filter criteria.

Release vendor payment

If the project has met the pay-when-paid conditions, click Release vendor payment to clear the Pay when paid check box. When you clear the check box, the status of the Ready for payment field changes to Yes.

Retain vendor payment

Click Retain vendor payment to select the Pay when paid check box. If you do this, the status of the Ready for payment field changes to No.

Field

Description

Vendor

The vendor identification number on the invoice.

Name

The name of the vendor on the invoice.

Vendor invoice

The identification number for a vendor invoice.

Date

The date of the vendor invoice.

Payment terms

The payment terms that are associated with a vendor invoice.

Currency

The currency that is in effect for a vendor invoice.

Invoice amount

The total amount of a vendor invoice.

Settled amount

The amount that you have paid the vendor to date for an invoice.

Line number

The identification number of a vendor invoice line.

Item

An item on the vendor invoice.

Item name

The descriptive name for an item on the vendor invoice.

Qty

The quantity purchased of an item.

Unit price

The price per unit of an item on the vendor invoice.

Amount

The amount equal to the unit price multiplied by the quantity.

Project

The project that is associated with the vendor invoice.

Pay when paid

A selected check box indicates that you can pay the vendor when payment from the customer meets the pay-when-paid (PWP) rules that you set.

Ready for payment

The payment status of a vendor invoice. If the Pay when paid check box is selected, the status in this field is set to No.

Customer

The identification number of the customer to whom products on the vendor invoice were sold.

Name

The customer name on the invoice.

Invoice

The customer invoice number.

Date

The date of the customer invoice.

Sales currency

The currency that is in effect for the customer invoice.

Invoice amount

The total amount of the customer.

Amount settled

The amount that the customer has paid on the invoice.

Payment due

The remaining amount that is due for the customer invoice.


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

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