Microsoft Dynamics AX 2012

Inventory And Warehouse

Management
PROCESS FOR FREE TEXT INVOICE

Version#. ARD-00001.1

Dated: 11-Sep-2019
Table of Content
Introduction ................................................................................................ 3

Overview..................................................................................................... 3

Create Free Text Invoice ............................................................................. 3

Submit Free Text Invoice ............................................................................ 5

FREE TEXT INVOICE

Introduction
This document details general guidelines for Creating Free Text Invoice.

Overview
A free text invoice is an invoice that is not attached to a sales order. A free text invoice contains a
header and one or more lines for items or services that are not tracked in inventory. Use a free text
invoice for sales that do not require a sales order, packing slip, and customer invoice.

Create Free Text Invoice

 Click Accounts receivable > Common > Free text invoices > All free text invoices

INVENTORY GUIDE LINES

  On the Action Pane, click Free text invoice to open the Free text invoice form.

 On the Free text invoice header FastTab, select

o Customer account
o Invoice Account
o Billing Classification
o Date
o Currency
 On the Invoice Lines FastTab, Select Billing Code
 Enter Quantity, Unit Price and Amount (Negative sign (-) must be added in case of Credit
Note)

 On the Line Details FastTab, go to Financial dimensions line tab, select following dimensions
which are mandatory
o Department
o Division
4

FREE TEXT INVOICE

 o Location
o Region

 Select Reason code in the Reason Tab.

 On the Free text header view, add Dimensions in Financial Dimensions FastTab.

Submit Free Text Invoice

 Once you are ready to send created Free Text Invoice to workflow for approval, click on the
Submit button.
 Put any comment and click Submit.

 Approval Status will be changed to In Review. All fields become read-only

 Approval Notification will be received by approver of workflow.
 Approver review details and Approve this free text invoice by clicking Approve button.

 Enter any comments and click Approve.

End of Document

INVENTORY GUIDE LINES