Purchase order form - > (Advanced mode in Purchase header ) - > setup - > summary update .
Can u explain what is the use of the summary update ?
I gone through the manual, I could not understand .
The Summary update for: field determines how multiple Purchase orders must be summarised or rolled into one document if you like. There are four summary update options available:
i) None: No summary updates are processed. One Purchase order journal will be created for each Purchase order.
ii) Invoice account: Use this selection to summarize multiple Purchase orders into one Purchase order update.
iii) Order: A selected range of orders are consolidated into one Purchase order update. When you select Order, another field, Purchase order appears. In this field, you select on which order the orders must be summarised. Notice that for orders to be summarised in this manner, they must fulfil the condition of using the same currency and invoice account. If Order is selected, you must also set the Order error tolerance on the same form.
iv) Automatic summary Select this option to summarize multiple orders according to the criteria that is specified in the Summary update parameters. Specify in the order setup that a summary update must occur when the order is updated. Otherwise, the orders are posted separately.
In other words will you be processing multiple orders into summary documents, and if yes, how.
Thanks Adam ,
I am not expecting F1 help .
I gone through the help. I could not understand that ‘s y I put query before u .
While I am posting the purchase order system is throwing the error .
“Summary order must be specified “
Please let me know how to solve this problem.
Whilst that is the help it is not the help as I have added to it. I would also expect if you have gone through the help and tried it then you would understand - it is not written obtusely.
You are posting a purchase order or several and have chosen to summarise on teh posting. On the update summary you have not defined what you are summarising by.
Tell me what you want to achieve and what you are doing here?
Essentially the easiest explanation is on the sales side, where you summarise multiple shipments onto one invoice where teh summary parameters set would be currency and invoice account. It does not really work except for the receipts list on the purchase side unless you have suppliers sending in amalgamated invoices.
first thing I don’t want to post all transaction as single transaction.
But while I am posting the purchase order with the option packing slip , system is throwing the error
So how to solve this one.
Where I need to do the setups to resolve this problem
On the "Other" tab set the "Summary Update for" field to "None"
what is the path. I could not find that field in purchase order AX 4.0
i gone through the Account payable - > paramamets - > summry update - > Default values for summary update = None( i changed to None ).
Now it is not throwing that error.
But still i could not understand the usage of that summary update .
Could u explain with a suitable example to understand it very easily.
The other tab is on the purchase order.
You have 100 purchase orders and wnat to produce one receipts list for all of the orders due in on the week, so you produce a summary update
You have 50 sales orders shipped and wany to process one invoice, you use the summary update.