Vendor invoice (form) (Project Management and Accounting Add-in)

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

Click Accounts payable > Common > Vendor invoices > Pending vendor invoices. Select an invoice, and then on the Action Pane, click Edit. Alternatively, you can double-click an invoice to open the Vendor invoice form.

–or–

Click Accounts payable > Periodic > Maintain vendor invoices.

–or–

Click Accounts payable > Common > Purchase orders > All purchase orders. Select a purchase order, and then on the Action Pane, click the Invoice tab. In the Generate group, click Invoice to create an invoice from the selected purchase order.

–or–

Click Accounts payable > Common > Vendors > All vendors. Select a vendor account, and then on the Action Pane, on the Invoice tab, in the New group, click Invoice to create an invoice.

–or–

Click Accounts payable > Journals > Invoices > Invoice approval journal. Click Lines. Click Functions > Purchase order, and then click OK.

Use this form to create or update vendor invoices and to review and modify information about vendor payment retention for an invoice. By default, the form opens in line view. Only limited information about the header is displayed, and you can enter detailed information about lines. To view or change information about the header, click Header view on the Action Pane.

For more information about vendor invoices, see Vendor invoice (form).

Note

These controls are available only if the Project Management and Accounting Add-in is installed.

Tasks that use this form

Key tasks: Vendor invoices

Add invoices to invoice groups

Navigating the form

The following table provides descriptions for the controls in this form.

Fields

The following fields are only available in the Line view of the form. They appear on the General tab on the Line details FastTab.

Field	Description
Percentage	Enter the percentage of a line item that you want to retain.
Amount	Enter the monetary amount of a line item that you want to retain.
Total retained amount	The total amount that is retained for a line item.
Release all retained amount	Select this check box to release all retained payments for the line item.
Percentage	Enter the percentage of the line item that you want to release for payment.
Amount	Enter the monetary amount of the line item that you want to release for payment for a line item.

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