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Transaction page · Accounts payable

Pending vendor invoices

A page for vendor invoices that are entered but not yet posted, which can be created from confirmed purchase orders.

Used by
Accounts payable clerk, Accounts payable manager, Auditor and 18 more roles
Business process
—
Menu item
VendInvoiceInfoListPage
Main table
VendInvoiceInfoTable
Data entity
VendorInvoiceHeaderEntity
Setup steps
—
Show what matters for

Everyone

1What it is and why

What it isA page for vendor invoices that are entered but not yet posted, which can be created from confirmed purchase orders.
What you do hereUsed to create vendor invoices from confirmed purchase orders and to work with several invoices at the same time.
ExampleWhen you need to create multiple vendor invoices, use the Pending vendor invoices page.
Pending vendor invoices page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathAccounts payable › Invoices › Pending vendor invoices
Set up firstAll purchase orders Microsoft Learn ↗Accounts payable parameters Microsoft Learn ↗
Used next byOpen vendor invoices Microsoft Learn ↗Vendor invoice templates Microsoft Learn ↗
Related pagesOpen vendor invoices Microsoft Learn ↗Invoice approval Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

  1. On All purchase orders, select one or more confirmed orders.
  2. On the Action Pane, select Invoice > Generate > Invoice.
  3. If invoice matching is turned on, open the pending vendor invoices and complete the matching.
  4. Post the matched pending vendor invoices.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Invoice totalShows the total of each pending invoice when the matching parameter is turned on.Microsoft Learn ↗——
RecallResets an invoice whose workflow stopped with an error back to Draft so it can be edited.Microsoft Learn ↗——

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterA pending vendor invoice can be deleted; invoicing the purchase order again creates a new one. Microsoft Learn ↗

Technical architect

6Technical

Menu itemVendInvoiceInfoListPage Checked in Dynamics 365
FormVendInvoiceInfoListPage Checked in Dynamics 365
TableVendInvoiceInfoTableShown as “Vendor invoices” in Record infoChecked in Dynamics 365
Data entitiesVendorInvoiceHeaderEntityVendor invoice header Microsoft data model ↗
Who can open itPrivilegesPending vendor invoices ProjVendInvoiceInfoListPageMaintain a list of pending purchase order invoices VendInvoiceInfoListPageMaintainView pending vendor invoices list page VendInvoiceInfoListPageViewDutiesInquire into project transaction status ProjProjectTransactionStatusInquireReview invoice and payment process performance VendInvoiceInvoicePaymentProcPerfReviewMaintain vendor invoices VendInvoiceVendorInvoicesMaintainInquire into vendor invoice status VendInvoiceVendorInvoiceStatusInquire
21 security rolesAuditor AuditPolicyManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerField Service Integration User FieldServiceIntegrationUserLanded cost agent ITMAgentAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts payable centralized payments clerk PaymAccountsPayableCentralPaymClerkAccounts payable payments clerk PaymAccountsPayablePaymentsClerkProject accountant ProjProjectAccountantProject assistant ProjProjectClerkProject manager ProjProjectManagerProject supervisor ProjProjectSupervisorRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental sales manager RentalSalesManagerAccounts payable clerk VendInvoiceAccountsPayableClerkAccounts payable manager VendInvoiceAccountsPayableManager
Checked in Dynamics 365
Actions on the pageVendor invoice: New, Actions, Delivery, PropertiesFinancials: Accounting, Budget, Charges, Tax, ProjectReview: Matching, Validation, Related information, HistoryProcess: Process, Set up, Change, ImportChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=VendInvoiceInfoListPage
Integrate withVendorInvoiceHeaderEntity data entity Microsoft data model ↗
Table definitionVendInvoiceInfoTable columns and relations Microsoft data model ↗

Everyone

8Sources and checks