Stuart Hayes

The Invoice Journal enquiry page within Accounts Payable is less functional than the equivalent page in Accounts Receivable.

Edits to the page cannot then be retained as Saved Views. For example, simple actions available on the equivalent page in AR such as ordering transactions by date descending rather than ascending cannot be performed within AP.

This was logged initially as a bug, but came back to be confirmed as system functionality:

Invoice journal workspace/form points to a Small view selector page thus it is not taking any filters/sorts in consideration as part of the Saved view, you can validate that by checking the filter pane after refreshing the page

Where the Invoice Journal enquiry is used for large volumes of transactions, the inability for members of an AP team to set-up and have Saved Views functioning in the way required introduces significant inefficiency.

It would be better if the page enabled saveable views and would mirror the equivalent functionality on the opposite ledger.

In SCM, the totals function on a Purchase Order shows the value of the order irrespective of purchase order status. This can be extremely useful for Procurement teams to review purchase orders.

The totals function for Sales Orders however reduces in value as the order is invoiced, meaning a fully invoiced order shows zero. The logic from AX was that this enabled visibility of remaining value to invoice, and users could use the Invoice Total function within the AR Invoice Journal option.

With segregation of duties, it is common for sales order processing teams to not be allowed access to the Invoice Journal option, meaning they have no easy way of confirming total sales order value for any Invoiced order. This can cause challenges with customers, particularly those who repeat order. Without manually adding up the lines, there is no way to see total net, vat, discount given.

Idea:

1) Bring the Totals function for Sales Orders into line with that of Purchase Orders, whereby the Total figure does not run down as the order gets invoiced.

2) Add new fields to the Totals section (Uninvoiced Net, Uninvoiced Tax, Uninvoiced Discount, Uninvoiced Gross) for those customers who use the Totals function for this purpose.