Re : Single packing slip for multiple vendor/invoice account

Finance and Operations/AX User Forum
1

Hi

I have 2 purchase order PX and PY for 20,30 MT of material from vendor V1 and V2.

After receiving/invoicing the 10 MT from V2 against PY order. Vendor V1 agreed to supply the rest of the material of V2 against its pending 20 MT qnty.

When I arrage the packing slip event if I change the invoice account it shows the 2 vendors and can not arrange it in single packing slip.

Is there any way to make a single packing slip/invoice for such cases.

2

Hi Hanuman

You can use summary update feature for this purpose.

Select both the PO and in packing slip posting go to other tab and in summary account you can select invoice account. that will do for you.

Summary update feature works only for either same vendor or same invoice account not for different vendor

regards

Rajesh Kumar Sharma

3

Hi Jai,

You will have that to make first the process in posting of the invoice, without launching it. Later he makes in the packing slip as below:

  1. Click Area Page node: Accounts payable → Purchase Order Details.

  2. Make sure the selection is changed in table Purchase orders to: 1101

  3. Click Yes in the Microsoft Dynamics form.

Transfer terms of payment from invoice account?

  1. Save the record in the Purchase order 000127 , Name Snow Projectors , Item name Lamp for LCD Video Projector Model 02 form.

  2. Click the Posting → Invoice menu button.

  3. Switch to the Other tab on the Posting invoice form.

  4. Change Summary update for from ‘None’ to ‘Invoice account’.

  5. Click the Select button.

  6. Make sure the selection is changed in table Purchase order - Update table to only line

  7. Click the Cancel button.

  8. Click Yes in the Microsoft Dynamics form.

Selection has been changed. Cancel update?

  1. Click the Posting → Packing slip menu button.

  2. Change Quantity from ‘Receive now’ to ‘All’.

  3. Switch to the Other tab on the Posting packing slip form.

  4. Change Summary update for from ‘None’ to ‘Invoice account’.

  5. Click the Select button.

  6. Click the OK button.

4

Hi Mr.Oliveira

I could not get the step 9 . I can see the the purchase update query . will you please attach a screen shot

regards

5

Hi

I have tried it already

regards

6

Hi Jai,

You tried first to make the procedure Summary Purchase in the posting invoice, without launching, and behind you maked the procedure in the posting packing slip? Because if you try to make the procedure in the posting packing slip it don´t work.

Murilo Oliveira

7

Hi

I could not follow you . will you please detail it out.

regards

Jai

8

Jai,

You could inform its email to me for I to send you one test to recorder?
Regards,
Murilo Oliveira

9

Hi Jai,

what Rajesh and Murilo has said are more or less same. you just follow following steps

  1. just Change PY’s invoice account in purchase order details form so that it will go to invoice account of V1.

  2. and do packing slip update as said by Rajesh /Murilo. (Selecting summary update for invoice account and arranging)