The Updates tab in the Accounts Payable Parameters in Microsoft Dynamics AX allows users to configure settings related to purchase order updates, deliveries, and invoice processing. Parameters include whether under or over deliveries are accepted, safety levels for editing invoiced orders, how packing slips and invoices are posted, and requirements for checking duplicate numbers and tax exempt statuses. Configuring these parameters determines functionality for key accounts payable and purchase order processes in AX.

1. Microsoft Dynamics™ AX 4.0Rapid Configuration ToolA/P Parameters SetupUpdates Tab

2. Accounts payable > Setup > ParametersAccounts Payable Parameters

3. The Updates tabThe updates tab allows you to determine delivery values, packing slip postings, and functionality when processing invoices.Accepting under-deliveryDecide whether it is acceptable to mark a PO as completed and final if less than original amount ordered has been receivedIf you decide to accept under-deliveries, you can set up a tolerance level on the reference tab of the item master

4. Accepting over-deliveryDecide whether it is acceptable to mark a PO as completed and final if more than original amount ordered has been receivedIf you decide to accept over-deliveries, you can set up a tolerance level on the reference tab of the item master

5. Safety level of invoiced ordersIndicates whether invoiced PO’s can be edited“None” option allows for edits, such as adding lines“Warning” option allows for edits, but pop-up message is displayed before edits are allowed‘Locked” option means no edits allowed to invoiced purchase orders

6. Posting the packing slipDetermines whether the GL will be affected when a PO is packing slip updated (the receipt of goods)If box is checked, postings will occur to denote receipt of goodsIf left unchecked, no inventory transactions will take place in GL at time of pack slip update and inventory value does not post until PO is invoicedMost companies choose to check this box

7. Check for packing slip numberThis field defines how packing slip numbers are checked when entered for a purchase orderYou may not allow duplicates, not allow within a given year, allow for duplicate number entry, or allow but receive a warning firstSafest option is to “reject duplicate”, as this will help ensure you are not updating the packing slip twice to the same purchase order.

8. Delete purchase order lineThis checkbox determines whether a completed PO line should be moved to History or remain visible within the open POSome companies prefer to have completed PO lines moved to history, so as to only see those lines that have not been completedOther companies prefer the entire order to remain intact until it is fully completed and then move it to history

9. Delete purchase after invoicingCheck this box if you want the PO to move to history after it is completed and fully invoiced. The “Mark purchase as voided” field on the General tab must be checked for the PO to move to history, otherwise it will be deleted. If left unchecked, when the PO is invoiced and completed it will remain within the open purchase order table.Most companies check this box

10. Use document date for vendorThis field is used to determine how the document date and posting date work together in Microsoft Dynamics AXIf checked, the document date will be the vendor’s invoice dateIf unchecked, the posting date is used for both the posting date and the vendor’s invoice date

11. Document datesAccounts payable > Journals > Invoice journal > View Journal Lines

12. Settlement type for credit notesThis field determines how credit notes will be appliedNone: the credit note will not be appliedOpen transactions: system automatically applies credit to the oldest invoice if the user has not specified an invoiceDesignated transactions: the user specifies which invoice the credit will be applied to either during data entry or later using open transaction editing functionality

13. Credit note as correctionThis field works with general ledger postingsIf box is checked, credit note postings debit and credit the same accounts as the invoice postings, but using a negative signIf box is unchecked, the account that was debited at invoice will be credited and account that was credited will be debited

14. Check the invoice number usedThis field defines how invoice numbers are checked when entered for a purchase orderYou may not allow duplicates, not allow within a given year, allow for duplicate number entry, or allow but receive a warning firstSafest option is to “reject duplicate”, as this will help ensure you are not updating the same invoice number twice to the same purchase order

15. Tax exempt number requirementDetermine, based on countries/regions, whether tax exempt number will be required on the invoiceIf value other than None selected, tax exempt number will be required for the invoiceIf set to most common selection of “None”, then the tax exempt number is not required, but can be entered as needed for each invoice.

16. Update order linesAccounts payable > Setup > Parameters > Updates tab > Update button

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