Create invoice proposal (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click Project management and accounting > Common > Project invoices > Project invoice proposals. On the Action Pane, in the New group, click Invoice proposal.
Use this form to select criteria to search for project transactions, and then create a preliminary invoice for selected project transactions. You can include customer advances as a reduction of an invoice proposal. After you review an invoice proposal, you can create invoices to send to one or more project funding sources.
Tasks that use this form
Create invoice proposals for projects with and without billing rules
Create and post invoice proposals
Approve or reject an invoice proposal
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
---|---|
Search |
Search for project transactions within the invoicing method, transaction types, date range, and other criteria that you specify. |
Review indirect components |
Open the Indirect component transaction form, where you can review indirect costs allocated to the selected transaction based on the number of worker hours added to the project. |
Split advance amount |
Open the Split customer advance transaction form, where you can enter the amount of a customer advance to include in the invoice proposal. The amount that you select is a reduction of the invoice proposal amount. |
Fields
Field |
|
---|---|
Project contract |
Select the project contract for which to create an invoice proposal. |
Project |
Select a project that is associated with the selected contract. If you do not select a project, all transactions for the selected project contract are displayed in the search results. |
Invoice date |
Select the date on which to post the invoice proposal. By default, today’s date is displayed. |
Include subprojects |
Select this check box to search for transactions in subprojects of the selected project. |
Funding source |
Select the customer or other funding source for the invoice proposal. If the project has multiple funding sources, and you selected allocation percentages for the funding sources, an invoice proposal is automatically created for each funding source by using the percentages that you specify in the project contract. |
Start date |
Select the earliest transaction date to include in the search. |
End date |
Select the most recent transaction date to include in the search. |
Hour |
Select this check box to include hour transactions in the search. |
Fee |
Select this check box to include fee transactions in the search. |
Expense |
Select this check box to include expense transactions in the search. |
Fee subscription |
Select this check box to include fee subscription transactions in the search. |
Item |
Select this check box to include item transactions in the search. |
On-account |
Select this check box to include on-account transactions in the search. |
Invoicing method |
Select transaction types to include in the proposal.
|
Sales order line |
Select this check box to include sales order lines. |
Update item quantity |
Select the status of the sales order lines to include in the invoice proposals. Note The Update item quantity field is available only if you select the Sales order line check box. |
Transaction origin |
The type of journal or other source document used to create the transaction. |
Activity |
The name of the project activity, if any, for the transaction. |
Transaction date |
The date on which the transaction was posted to the project. |
Currency |
The currency used in the posted transaction journal. |
Category |
The project category assigned to the transaction. |
Quantity |
The number of hours, items, or other unit of measure in the transaction. |
Unit price |
The cost per hour, item, or other unit of measure for the transaction. |
Indirect costs |
The sales value of indirect costs, if any, included in the transaction. |
Line amount |
The total sales value of the transaction. This includes indirect costs, if any. |
Project date |
The date on which a customer advance was posted to the project. |
Line amount |
The amount of the customer advance, expressed as a negative number. A customer advance that is included in an invoice proposal is deducted from the project transaction amounts. |
Total invoice amount |
The total amount of the selected project transactions, before customer advance amounts, if any, are deducted. |
Total deductions |
The total amount of the selected customer advances. |
Net invoice amount |
The total amount of the selected project transactions, after customer advance amounts are deducted. |
See also
Indirect component transaction (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).