Create invoice proposals (class form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Project management and accounting > Periodic > Project invoices > Create project invoice proposals.
Use this form to create multiple invoice proposals for projects by specifying the following information:
The invoicing method
The transaction types to include in the current invoice
The time interval that the invoice covers
The general ledger posting date for transactions that are invoiced
When you generate an invoice proposal, lines are created for each transaction that is included. Each line is displayed separately in the Create invoice proposals form.
Note
To create an invoice proposal for a specific project, open the project, and then open the Create invoice proposal form. Click Project management and accounting > Common > Projects > All projects. On the All projects list page, on the Action Pane, on the Manage tab, in the New group, click Invoice proposal.
Tasks that use this form
Create an invoice for a time and material project
Create invoice proposals for projects with and without billing rules
Create and post invoice proposals
Credit invoiced amounts in projects
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
General |
Select transaction types, dates, and other information to view only the transactions within these conditions. |
Batch |
Set up a batch process to create invoice proposals on a recurring basis. |
Buttons
Button |
Description |
---|---|
Select |
Create a query, and select the data to include by using the Search button. View the data selections in the Search query. |
Recurrence |
Set up a recurring batch job, or modify the starting time and starting date of a batch job. |
Alerts |
Set up email alerts that are sent to you automatically when a batch job ends, encounters an error, or is canceled. |
Fields
Field |
Description |
---|---|
Invoicing method |
Select transactions to include in the proposal.
|
Include transaction type |
Select the check box for each transaction type to include in the invoice proposal. For example, if you select Hour, an invoice proposal is created for all posted hour transactions in the date range that you specify. |
Sales order line |
Select this check box to include sales order lines. |
Update item quantity |
If you are including sales order lines for items in an invoice proposal, select the status of the order lines from the following options:
|
Start date / End date |
Specify a start date and an end date for the project transactions to include in the invoice proposal. |
Invoice date |
Specify the invoice date to post in the ledger. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).