Transaction page · Accounts payable
Invoice pool
A pool of invoices that were entered in the invoice register and are waiting to be matched to a purchase order.
- Used by
- Accounts payable clerk, Accounts payable manager, Auditor and 5 more roles
- Business process
- —
- Menu item
VendTransInvoicePoolReg- Main table
LedgerJournalTrans- Data entity
ExpenseJournalLineEntity- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A pool of invoices that were entered in the invoice register and are waiting to be matched to a purchase order. |
|---|---|
| What you do here | Used to open a registered invoice, match it to its purchase order, and finalize the expense on the Vendor invoice page. |
| Example | An invoice registered against a confirmed services purchase order is opened from the pool, matched with Update match status, and posted, which reverses the invoice register accrual and posts to the expense account. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Accounts payable › Invoices › Invoice pool |
| Set up first | Invoice register Microsoft Learn ↗All purchase orders Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Vendor invoice automation Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to Accounts payable > Invoices > Invoice pool.
- Select Purchase order to create a vendor invoice from the invoice in the pool.
- Select the invoice to review.
- Select Update match status to finish matching.
- Select Post.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Purchase order | Opens the purchase orders behind pooled invoices so they can be selected and approved.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | VendTransInvoicePoolReg Checked in Dynamics 365 |
|---|---|
| Form | VendTransInvoicePool Checked in Dynamics 365 |
| Table | LedgerJournalTransShown as “Journal lines” in Record infoChecked in Dynamics 365 |
| Data entities | ExpenseJournalLineEntityProject expense journal lines Microsoft data model ↗VendInvoiceJournalLineEntityVendor invoice journal line Microsoft data model ↗VendInvoiceRegisterLineEntityVendor invoice register line Microsoft data model ↗VendInvoiceRegisterLineV2EntityVendor invoice register line V2 Microsoft data model ↗VendorPaymentJournalLineEntityVendor payment journal line Microsoft data model ↗CustInvoiceJournalLineEntityCustomer invoice journal line Microsoft data model ↗CustomerPaymentJournalLineEntityCustomer payment journal line Microsoft data model ↗BankJournalLineEntityBank journal line Microsoft data model ↗AssetJournalLineEntityFixed asset journal line Microsoft data model ↗LedgerJournalLineCDSEntityCDS Ledger journal line entity Microsoft data model ↗LedgerJournalLineEntityJournal lines Microsoft data model ↗LedgerReportingCurrencyAdjustmentJournalLineEntityReporting currency adjustment journal line Microsoft data model ↗RAssetJournalLineEntityFixed asset journal lines (Russia) Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain invoice pool excluding posting journals VendTransInvoicePoolNotPostedMaintainView invoice pool excluding posting journals VendTransInvoicePoolNotPostedViewDutiesReview invoice and payment process performance VendInvoiceInvoicePaymentProcPerfReviewMaintain vendor invoice registers VendInvoiceVendorInvRegisterMaintainInquire into vendor invoice register status VendInvoiceVendorInvRegisterView8 security rolesAuditorAuditPolicyManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts payable clerk VendInvoiceAccountsPayableClerkAccounts payable manager VendInvoiceAccountsPayableManager |
| Actions on the page | Buttons: Purchase order, Financial dimensions, PrintChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=VendTransInvoicePoolReg |
|---|---|
| Integrate with | ExpenseJournalLineEntity data entity Microsoft data model ↗ |
| Table definition | LedgerJournalTrans columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/accounts-payable/tasks/key-invoice-data-into-ap-system-invoice-pool
- learn.microsoft.com/dynamics365/finance/accounts-payable/tasks/key-invoice-data-into-ap-system-invoice-pool
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/accountingfoundation/worksheetline/ledgerjournaltrans
- learn.microsoft.com/training/modules/purchase-order-invoices-finance/invoice-types
- learn.microsoft.com/dynamics365/finance/accounts-payable/vendor-invoices-overview
- learn.microsoft.com/dynamics365/finance/accounts-payable/vendor-invoices-workspace
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.