Select invoices to pay on behalf of multiple legal entities


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

In organizations that use centralized payment processing, each operating legal entity manages its own invoices payable information and payments to vendors are generated from a single legal entity, which is referred to as the legal entity of the payment. Use this procedure to select invoices to pay. For more information, see Key tasks: Vendor payments and settlements.

  1. Click Accounts payable > Journals > Payments > Payment journal.

  2. Create a journal and then click Lines. For information about how to create a journal, see Create and validate journals and journal lines.

  3. In the Journal voucher form, click Payment proposal > Create payment proposal.

  4. In the Vendor payment proposal form, in the Proposal type field, select the type of payment proposal to create.

  5. Enter a range of payment dates to include in the payment proposal.

  6. Select the Include vendor invoices from other legal entities check box. The posting profile for each proposed payment will be blank.


    By default, the payment proposal includes invoices for all legal entities that are included in the organizational hierarchy that is set up for centralized payments. If necessary, you can click Select and use the Company range tab to select a subset of legal entities whose invoices you want to include in the payment proposal.

  7. To create a separate payment for each vendor account in each legal entity, select the Propose separate vendor payment per legal entity check box.

    To create a single payment for each vendor account that includes invoices for that vendor in all selected legal entities, clear this check box.

  8. You can select a default offset account type and a default offset account.


    If you do not select an account type, the account type for each payment is based on the method of payment.

  9. Add other criteria as needed in the other fields in this form, and then click OK.

  10. In the Vendor payment proposal form, review the proposal. When you are satisfied with it, click Transfer, and then click OK to confirm the transfer.

  11. In the Journal voucher form, select a line and then click the Payment tab.

  12. Select a posting profile.

  13. Repeat steps 11 and 12 for the remaining lines in the payment proposal.

See also

About centralized vendor payments

Vendor payment proposal (class form)

Print copies of payments as non-negotiable checks