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Creating a Vendor Invoice without a PO

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Posted on by MS-30051256-0

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Hi all

I'm looking for a way to process a vendor invoice for many (50-80) lines, capturing procurement category project etc, without raising a PO...

We can manually enter lines without PO. We use it for credit notes and a few ad-hoc payments where we need to more detail than an invoice journal.

I'm looking for a way to bulk process this type of invoice.

Can I upload a vendor invoice though the excel add in? I've tried looking at the line add in template but I cannot add the project ID number to the template.

Could I upload a multiline purchase request/purchase order to create a matchable PO?

Open to ideas?

Many thanks

Martyn

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Dynamics 365 Finance

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Adis 6,620 Super User 2026 Season 1 on at

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Hi,

There is no entity for the Pending vendor invoice with project. We are using the excel add-in to modify Pending vendor invoices with project, however, we had to create a new entity for this.

Kind regards, Adis

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Giorgio Bonacorsi 2,461 on at

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Hello,

You have two alternative way to insert the free text invoice.

1. From Journal: You can select as offset your project and select the categories:

2. From the pending invoice, you can select a procurement category and the project:

Pay attention: You procurement category should be linked to a project category:

Concerning the insertion of the entry from excel:

Vendor journal: You can use the excel add-in or the DMF. The data entity is: Vendor invoice journal.

Pending invoice: You can use only the DMF. At least you have to play with the data entities; Vendor invoice, Vendor invoice line. Details about how to import a pending invoice you can see this article: https://dax365fo.org/2023/11/06/pending-invoice-data-entities/

Thank you,

Giorgio

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CU22040143-0 2 on at

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Regarding importing entries from Excel:
Vendor journal: You can use either the Excel add-in or DMF. The relevant data entity is Vendor invoice journal.
Pending invoice: Only DMF is supported. You’ll need to work with the data entities Vendor invoice and Vendor invoice line.

Thanks, geometry dash lite

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