Purchase Order Process in AX 2012

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