(IND) Split purchase transactions based on delivery information [AX 2012]

Updated: March 29, 2012

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

In a purchase transaction, you can split purchase orders, packing slips, and vendor invoices. These documents can be split based on delivery addresses and tax account numbers (TAN). If a purchase order, packing slip, or vendor invoice includes multiple delivery addresses and multiple registration numbers, you can split it into as many multiples of those same documents.

For example, four purchase orders have the following details for multiple addresses and tax account numbers:

  • Purchase order 1: address 1, TAN 1

  • Purchase order 2: address 2, TAN 2

  • Purchase order 3: address 1, TAN 3

  • Purchanse order 4: address 4, TAN 4

When each purchase order is split based on delivery addresses, the following invoices are posted:

  • Invoice 1: posted for purchase order 1 and purchase order 3

  • Invoice 2: posted for purchase order 2

  • Invoice 3: posted for purchase order 4

Split purchase transactions based on delivery information

  1. Click Accounts payable > Setup > Accounts payable parameters.

  2. Click Updates.

  3. In the Split based on delivery information group, select the check box for the document or documents that you want to base the split on:

    • Product receipt – Select this check box to generate a product receipt that has multiple delivery addresses and multiple TANs. The product receipt is split based on the number of delivery addresses and TANs.

    • Invoice – Select this check box to generate an invoice that has multiple delivery addresses and multiple TANs. The invoice is split based on the number of delivery addresses and TANs.

    NoteNote

    If you do not select either check box, only one purchase order is issued even if the delivery addresses are different.


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

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