How to set up Microsoft Dynamics AX to perform an automatic summary update when you are updating multiple purchase orders

Steps to perform an automatic summary update

To set up Microsoft Dynamics AX to perform an automatic summary update, follow these steps:

1. Click Accounts payable, and then click Vendors.
2. Select the appropriate vendor, click Setup, and then click Summary update.
3. Under Automatic summary, click to select the following check boxes, and then click Close:
   • Purchase order
   • Packing slip
   • Receipts list
   • Invoice
4. Click Accounts payable, expand Setup, and then click Parameters.
5. On the Summary update tab, click Automatic summary in the Default values for summary update box, and then click Summary update parameters.
6. In the Summary update parameters dialog box, click the Invoice tab.
7. Under Available fields, click to select Buyer group, and then click the Add button.
   
   Notes
   • Buyer group should now be listed under Selected.
   • By default, the Currency field and the Invoice account field are listed under Selected. Microsoft Dynamics AX does not allow for summary updates that have different invoice accounts and different currencies.
8. Click Close to close the Summary update parameters dialog box.

Sample scenario

To create sample data, follow these steps. Then, in step 2 of the "Steps to perform an automatic summary update" section, select vendor 3000.

Note The following criteria are used for the following steps.

1. Create three purchase orders that are based on the criteria in the table.
   
   Note To change the buyer group, click the Setup tab on the purchase order form.
2. On the Overview tab, select the three purchase orders.
   
   Note You may have to click Advanced to find the Overview tab.
3. Click Posting, and then click Invoice.
4. On the posting invoice, type an amount in the Invoice field or in the Number field for each invoice.
5. Click OK to close the Posting invoice form.

In this sample scenario, Microsoft Dynamics AX updates the purchase orders according to the criteria that are specified in the Summary update parameters dialog box. All the purchase orders that meet the criteria are updated.

Note This functionality also applies to sales orders.