Pending invoices (form)

Article
05/05/2014

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

Use this form to view vendor invoices that have been saved and matched to product receipts, but not posted. The invoices have a status of New or Pending. You can open the form from Inventory and warehouse management, Accounts payable, or Fixed assets. Depending on how you open the form, the form name might be Unposted matched invoices - invoice: %1, %2.

Note

If you open the form from the Purchase order form, it displays pending invoices for the selected purchase order. If you open the form from the Vendors form, it displays pending invoices for the selected vendor. If you open the form from the inventory Postings form, it displays unposted invoices for the selected released product.

Open the Pending invoices form

Click Accounts payable > Common > Purchase orders > All purchase orders. On the Action Pane, on the Invoice tab, click Pending invoices.

–or–

Click Accounts payable > Common > Vendors > All vendors. On the Action Pane, click the Invoice tab, and then click Pending vendor invoice.

Open the Unposted matched invoices form

From Inventory and warehouse management

Click Inventory management > Inquiries > Transactions > Postings.
Select an item and then click Transactions.
Select a transaction and then click Ledger > Unposted invoices.

From Procurement and sourcing

Click Procurement and sourcing > Inquiries > Journals > Product receipt.
Select an invoice account.
On the Lines tab, select a purchase order and then click Unposted invoices.

From Fixed assets

Click Fixed assets > Common > Fixed assets > Fixed assets.
Select a fixed asset. On the Action Pane, click Value models.
Select a value model and then click Inventory > Inventory transactions.
Select a line and then click Ledger > Unposted invoices.

Navigating the form

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

Tabs

Tab	Description
Overview	View information about the purchase order and the associated invoices.
Lines	View detailed information about the purchase order lines and invoice lines that are associated with the invoice.

Buttons

Button	Description
Matching details	Open the Invoice matching details form, in which you can view price and quantity matching discrepancies for the selected invoice or invoice line. This button is available only if the Enable invoice matching validation check box in the Accounts payable parameters form is selected.
Inventory	Open a menu with the following item: Dimensions display – Select the inventory dimensions to display in this form.

Matching details

Open the Invoice matching details form, in which you can view price and quantity matching discrepancies for the selected invoice or invoice line.

This button is available only if the Enable invoice matching validation check box in the Accounts payable parameters form is selected.

Inventory

Open a menu with the following item:

Dimensions display – Select the inventory dimensions to display in this form.

Fields

Field	Description
Invoice group	The invoice group that this invoice belongs to. This field is available only if the Use invoice groups for this company check box is selected in the Accounts payable parameters form.
Purchase order	The purchase order number that the invoice is related to.
Document date	The document date of the invoice document.
Invoice	The number that identifies the invoice.
On hold	If this check box is selected, the invoice document has been saved, but cannot be posted.
Currency	The currency that is used for the invoice.
Payment group code	The payment group that this invoice belongs to. This field is available only if the Activate invoice payment groups check box is selected in the Accounts payable parameters form.
Purchase order	The original purchase order number that the invoice is related to. This number might differ from the purchase order number in the Purchase order field on the Overview tab if the purchase orders were previously summarized. For more information, see Vendor invoice (form).
Line number	The line number of the order line. The line number identifies the position of the order line in the list of order lines.
Item	The number that identifies the item.
Procurement category	The procurement category that is associated with the item, if an item is specified. If an item is not specified, the combination of the procurement category and the associated text is the identifier for the line.
Text	A description of the category that is associated with the item, if an item is specified. If an item is not specified, the combination of the procurement category and the associated text is the identifier for the line.
Quantity	The quantity of the item in purchase units. The purchase unit is the unit in which the item is purchased. For example, you might purchase an item in kilograms and stock it in grams. The purchase unit is kilogram and the inventory unit is gram.
Unit price	The purchase price per purchase unit.
Discount	The discount amount expressed as a currency amount.
Discount percent	The discount amount expressed as a percentage.
Net amount	The line amount. This includes any discounts.