Handle policy rule violations

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

Vendor invoices are validated against the applicable vendor invoice policies when the invoices are posted using the Vendor invoice form, including when they are posted through the vendor self-service portal. The invoices are also validated when the Policy violations form is opened, and when the invoices are submitted to an approval workflow that includes a validation task.

View policy violations for a vendor invoice

1. Click Accounts payable > Common > Vendor invoices > Pending vendor invoices.

2. Select the invoice to view policy violations for.

3. On the Review tab of the Action Pane, click Policy violations to open the Policy violations form.

   All policy violations for the selected invoice are listed. To see the details for a violation, select the violation in the list.

Approve vendor invoices that contain policy violations

You can configure invoice validation settings to require that invoices that have policy violations be approved before they are posted. For more information, see Key tasks: Vendor invoice policies.

If the settings require that invoices be approved before they are posted, follow these steps to approve an invoice that has a policy violation without correcting the violation.

1. Open the invoice that has the policy violation.

2. On the Review tab of the Action Pane, click Matching details to open the Invoice matching details form.

3. In the Invoice matching approval group, select the Approve posting with matching discrepancies check box.

   The invoice can then be posted.

Correct vendor invoices that contain policy violations

1. Open the invoice that has the policy violation.

2. On the Vendor invoice tab of the Action Pane, click Edit.

3. Make the necessary changes to correct the policy violations.

4. On the Review tab of the Action Pane, click Policy violations to open the Policy violations form. Verify that all policy violations have been corrected.

   The invoice can then be posted.

See also

Key tasks: Vendor invoice policies

Invoice matching details (form)

Policy violations (form)