AX 2012 | Add invoices to invoice groups

Dynamics AX give us the functionality to add invoices to an invoice group so that you can find and update invoices that are grouped together, without using a query. for example we can classify our expenses invoices per department. all what we need to do is add the invoice to custom group code which represent the department.

also we can setup AX to default group code for new invoices: User name, Date, or Custom. For example, select User name to automatically group new invoices by the name of the user who created them. Users can change the code on individual invoices.

the following steps illustrate how to configure and use the Invoice group functionality:


1- To set up the accounts payable to allow invoice groups go to Accounts payable > Setup > Accounts payable parameters. Click Invoice and select Use invoice groups for this company.

2- In the Default code for invoice groups field, select the value to use as the default group code for new invoices: User name, Date, or Custom. For example, select User name to automatically group new invoices by the name of the user who created them. Users can change the code on individual invoices.

3- In the Custom code for invoice groups field, enter a custom group code to use for new invoices. The code can be up to 10 alphanumeric characters long, and it can also include symbols and spaces. This field is available only if Custom is selected in the Default code for invoice groups field.

4- In the Custom code for web service invoices field, enter a custom code to use for new invoices that are created by the web service. The code can be up to 10 alphanumeric characters long.

5- Now to add invoices to an invoice group  go to Accounts payable > Common > Vendor invoices > Pending vendor invoices. On the Action Pane, click Invoice to create an invoice.

6- In the Invoice group field on the Vendor invoice header FastTab, select the invoice group code for the invoice. For example, you might create two invoices that have the invoice group code of HR which represent the department of HR and two invoices that have the invoice group code of Finance  which represent the department of Finance . The four invoices are divided among the two groups, HR and Finance.

7- now you can find to invoices that grouped together using the invoice group field.