Vendor invoice policy (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

Click Accounts payable > Setup > Policies > Vendor invoice policies. Select the policy to open. On the Action Pane, click Edit. Or, to create a policy, click Policy.

Use this form to define vendor invoice policies that are associated with specific organization nodes by organization type, and then create associated vendor invoice rules for those nodes.

Note

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

Task that uses this form

Key tasks: Vendor invoice policies

Navigating the form

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

Tabs

Tab	Description
General	Enter a name and description for the policy.
Policy organizations	Select the organization type and the organization nodes that the policy applies to. For example, if you have two companies that require audit policies, the policy you are creating might apply to only one of those companies.
Policy rules	Define the rules that are associated with the policy. For example, you might specify that all invoices from a particular vendor that are more than 500.00 require special approval.

Buttons

Button	Description
Policy	Open a form where you can create a policy and its associated policy rules.
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.
Create policy rule	Create a policy rule for this policy, based on the selected policy rule type.
Retire policy rule	Retire the selected policy rule. Retired policy rules remain in the system for auditing purposes, but they cannot be reactivated.
Change date	Change the expiration date of the selected policy rule.

Fields

Field	Description
Name	Enter the name of the policy.
Description	Enter a description of the policy.
Select organization hierarchy	Select the organization hierarchy to which this policy will apply. Policies apply to organization nodes in an organization hierarchy. First you select the organization hierarchy, and then you select the nodes that are affected by the policy. Policies are applied based on the organization node that the user belongs to.
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).
Filter by	Select a filter option to display a subset of policy rules. All – All policy rules that are defined for the policy Current – All policy rules that are currently in effect Future – All policy rules that have been defined to go into effect on a future date Past – All expired policy rules
Policy rules	The individual policy rules that have been defined for the selected policy rule type.
Effective	The date when the selected policy rule instance becomes active.
Expiration	The last date when the selected policy rule instance will be active.
Include parent rule	This field is not used for vendor invoice policies.