Vendor invoice lines for products
Applies To: Lite deployment - deal to proforma invoicing
A vendor invoice in Microsoft Dynamics 365 Project Operations can have vendor invoice lines for products (also referred to as materials). Project managers can use vendor invoice lines for products to record the costs of products that were purchased on projects.
Vendor invoice lines for products might or might not reference a subcontract line for materials. If a vendor invoice line for products references a subcontract, project managers will be able to match and verify the products that are being invoiced by the vendor invoice line against the use of purchased products that are recorded and approved by project managers.
The following table provides information about the fields on vendor invoice lines for products.
| Field | Description | Functional impact |
|---|---|---|
| Name | The name of the vendor invoice line, to help with identification. | This name will be shown as the first column in all lookups that are based on vendor invoice lines. |
| Description | A brief description of the products that are being invoiced by the vendor on the vendor invoice line. | None |
| Subcontract | The subcontract that the products were originally ordered on. | When a subcontract is selected for the vendor invoice, all lines on the vendor invoice will inherit that selection. A vendor invoice can't have vendor invoice lines that reference different subcontracts. |
| Subcontract line | The subcontract line that the products were ordered on. The list of subcontract lines that can be selected is limited to the lines on the selected subcontract. | When a subcontract line is selected on a vendor invoice line for products, default values for the Project, Task, and Product fields are entered from the corresponding fields on the subcontract line. If the selected subcontract line has values in the Project, Task, and Product fields, the values of the corresponding fields on the vendor invoice line can't differ from those values. |
| Transaction date | The date when the cost actual of the vendor invoice line will be recorded on the project. | None |
| Transaction class | When products are invoiced, this field should be set to Material. | The value Material indicates that the vendor invoice line is being used to record the invoice amount for materials that were purchased. |
| Project | The name of the project that the products that are being invoiced were used on. | This field is required and can't be left blank. |
| Task | The name of the project task that the products that are being invoiced were used on. This field is available only if a project is selected. Selection of a project task is optional. | If this field is left blank, the project manager can match the vendor invoice line to the purchased product that is used on any task of the project. If the vendor invoice line doesn't reference a subcontract line, and this field is left blank, the cost actual that is created by the vendor invoice line won't be linked to any unbilled sales actuals. In this case, if task-based billing is set up, the costs won't be able to be invoiced to the end customer. |
| Select product | Select whether the product that is being invoiced is an existing product from the catalog or a write-in product. | The default value is entered from the subcontract line when a subcontract line is selected. |
| Product | Select the product from the catalog. If the product is a write-in product, enter the name of the product. | This field is used to enter default purchase prices for existing products. |
| Quantity | Enter the quantity of material that is being invoiced by the vendor on this invoice line. | None |
| Unit group | Select the unit group of the unit that the quantity that is being invoiced is expressed in. | None |
| Unit | The default value is the base unit of the unit group that is selected. You can change this value to pay in any unit of the selected unit group. | The combination of Product and Unit values will be used as the default or computed value for the Unit price field on the vendor invoice line. |
| Unit price | The default unit price uses the combination of Product and Unit values from the project price list that is applicable to the transaction date of the vendor invoice line. | None |
| Subtotal | This read-only field is calculated as Quantity × Unit price, if values are entered in both the Quantity field and the Unit price field. If one or both those fields are blank, you can enter a value in this field. | None |
| Sales tax | Enter the sales tax amount. | None |
| Total amount | The total amount of the vendor invoice line, including taxes. This field is calculated as Subtotal + Sales tax. | None |