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Workspace page · Accounts payable

Vendor invoice entry

A workspace in Accounts payable that is intended for processing vendor invoices.

Used by
Accounts payable clerk, Accounts payable manager
Business process
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Menu item
VendInvoiceWorkspace
Main table
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Data entity
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Setup steps
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Show what matters for

Everyone

1What it is and why

What it isA workspace in Accounts payable that is intended for processing vendor invoices.
What you do hereUsed as the working area for vendor invoice processing, separate from the purchase order workspaces and from the Vendor payments workspace that handles payments.
Example—
Vendor invoice entry 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 › Workspaces › Vendor invoice entry
Set up first—
Used next byInvoice journal Microsoft Learn ↗
Related pagesVendor payments Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Accounts payable > Workspaces > Vendor invoice entry.
  2. Select New vendor invoice.
  3. In the Invoice account field, select the vendor.
  4. In the Number field, enter the vendor's invoice number.
  5. In the Posting date field, enter a date.
  6. Select Add line, then enter the item number, quantity and unit price.
  7. Select Post.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Pending invoicesA tile that opens the invoices still being worked on, where you can review matching details before posting.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 company—
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemVendInvoiceWorkspace Checked in Dynamics 365
FormVendInvoiceWorkspace Checked in Dynamics 365
Table—
Data entities—
Who can open itPrivilegesVendor invoice entry VendInvoiceWorkspaceDutiesView vendor invoice entry workspace VendInvoiceWorkspaceInquire
2 security rolesAccounts payable clerk VendInvoiceAccountsPayableClerkAccounts payable manager VendInvoiceAccountsPayableManager
Checked in Dynamics 365
Actions on the pageButtons: New vendor invoice, New invoice journal, New global invoice journal, New invoice register, New invoice approvalChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=VendInvoiceWorkspace
Integrate with—
Table definition—

Everyone

8Sources and checks