Category Archives: Accounts Payable

Purchase Order Process in AX 2012

19JUL
Hi All,
Below are the steps to be followed for creating, confirming, receiving and invoicing the Purchase Order in AX 2012.
Step 1 :  Account Payable->Common->Purchase Orders ->All Purchase Orders
Step 2 :  Click Purchase Order Icon.
Step 3: Enter necessary information in purchase order header screen.
Step 4: Enter Purchase order line information.
Confirming Purchase Order
Step 5 : Select Purchase Menu on Top
Step 6 : Click on Purchase (Confirming PO with regular popup screen) or Confirm (Confirming PO without popup screen) Button
Receiving Purchase Order (Packing Slip/ Product Receive)
Step 7 : Select Receive Menu on Top
Step 8 : Select Product receipt (Packing Slip)
Step 9 : Enter Packing Slip Information such as Packingslip Number and Qty.
Step 10 : Post Product Receipt
Check Purchase Order Status
Invoicing Purchase Order
Step 11 :  Select Invoice Menu on Top
Step 12 :  Click Invoice Button (Left)
Step 13 : Enter Invoice Information (Number & Invoice Description) on the screen.
Step 13:  Select Post Option on the Top
Check the Purchase Order Status

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