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. Invoices – Include transactions that have been posted from journals and are ready to be invoiced. Credit notes – Include transactions that were originally included on an invoice, but are now selected to be updated through a credit note. Both - Include both transaction types 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

About invoice proposals

Indirect component transaction (form)

Create a customer advance

Customer advance (form)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).