Invoice processing (form)

Artículo
05/05/2014

Applies To: Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Common > Projects > Project contracts. Open a project contract from the project contract list. On the Project contracts page, on the Action Pane, on the Maintain tab, in the Bill group, click Invoice processing.

Use this form to create an invoice proposal for a customer. The invoice proposal is based on the funding sources and default percentages that you entered for calculating revenue for services, and can include a deduction of any amounts paid in advance. When you complete the calculations in an invoice proposal, you can create a project invoice to send to the customer.

Note

If you are using Microsoft Dynamics AX 2012 Feature Pack or Microsoft Dynamics AX 2012, this form is available only if the Project Management and Accounting Add-in is installed.

Tasks that use this form

Key tasks: Create invoices for projects

Create invoice proposals for projects with and without billing rules

Navigating the form

The following tables provide descriptions for the controls in this form.

Filters

Filter	Description
Project contract	Select the project contract number for which to complete invoicing.
Transaction start date	Enter a start date for the transactions to include in the invoice.
Transaction end date	Enter an ending date for the transactions to include in the invoice. If you do not select an ending date, all transactions from the starting date to today’s date are included.

Buttons

Button	Description
New invoice proposal	Open the Invoice proposals form, where you can create multiple or single invoice proposals for the selected lines.
Indirect cost components (In the Transaction detail section)	Open the Indirect cost component form, where you can add or modify indirect cost components for the selected invoice. Indirect cost components are not directly attributable to the production of an item or the performance of a service. Examples of indirect costs are electricity, office supplies, and rent.
Advance amount to apply	Open the Split customer advance transaction form, where you can enter the part of an advance payment from the customer to apply to the invoice. Note This button is displayed in the Details section only if the customer has paid an amount in advance of work on the project.

Fields

Field	Description
Invoice amount	The amount to invoice, which is based on the contract terms and billing rules.
Amount available to invoice	The current amount that can be invoiced for the project.
Invoiced	The total amount invoiced as of today, which includes the proposed invoice amount.
Project	The project for which the invoice is being created.
Transaction type	The type of transaction, such as hours recorded, for the project.
Category	The category of work for the transaction.
Transaction date	The date that the transaction was posted.
Offset transaction	Select this check box to include an offset transaction for the selected transaction.
Credit note	Select this check box to include a credit note amount. A credit note represents an amount overpaid by the customer.
Currency	The currency code for the currency that is used by your company for the selected project.
Amount	The total amount of the selected transaction, stated in the currency of your company.
Indirect costs	The total amount of any indirect costs associated with the transaction. Indirect costs are not directly attributable to the production of an item or the performance of a service. Examples of indirect costs are electricity, office supplies, and rent.
Billing unit	The type of units, such as hours or a quantity of items, for the selected transaction.
Line amount	The total invoice amount for the selected transaction, calculated by multiplying the amount in accounting currency by the number of units.
Description	A description of the transaction.
Line amount	The total invoice amount for the selected transaction.
Total invoice amount	The total amount of the transactions selected to include on this invoice.
Total deductions	The total amount of the deduction transactions on the current invoice.
Net invoice value	The net invoice amount calculated from the total invoice value minus total deductions.

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