Create and post invoice proposals [AX 2012]

You can create an invoice proposal for all chargeable project transactions that have a status of Posted and for transactions that have a status of Selected for credit note.

1. Click Project management and accounting > Common > Project invoices > Invoice proposals.

   –or–

   Click Project management and accounting > Common > Projects > All projects. Select or open the project for which to create an invoice. On the Action Pane, on the Manage tab, in the New group, click Invoice proposal.

   –or–

   Click Project management and accounting > Common > Projects > Project contracts. Select or open the project contract for which to create an invoice. On the Action Pane, on the Maintain tab, in the New group, click Invoice proposal.

2. On the Invoice proposals list page, on the Action Pane, click Invoice proposal. If billing rules are assigned to the project, click Invoice proposal from billing rule.

3. In the Create invoice proposal form, enter a project contract and project for which to create an invoice proposal.

   Note
   If you open the invoice proposal form by using the project contract form or the project form, the project contract number, project number, and funding source from the selected project contract or project is automatically entered in the invoice proposal form.

4. In the Invoicing method field, select the types of transactions to include in the proposal:

   • Invoices – Include transactions that have been posted from journals or other documents, and that are ready to be invoiced.

   • Credit notes – Include transactions that were originally included on an invoice and must now be updated by a credit note.

   • Both – Include both invoices and credit notes in the proposal.

5. In the Select transactions field group, select the types of transactions to include in the customer invoice.

6. If you want to include sales orders lines in the invoice proposal, select the Sales order line check box. Then, in the Update item quantity field, select the stage of the sales order process at which item quantities should be updated in the invoice proposal.

7. Select a project date range and an invoice date, and then click Search.

8. In the list, select project transactions to include in the invoice proposal.

9. In the Reconciliation with customer advances list, select customer advances to include in the invoice proposal.

   Optional: If you want to include only a part of a customer advance, select the customer advance line, and then click Split advance amount. In the Split customer advance transaction form, in the Split amount field, enter the amount to use. This amount is subtracted from the sales value of the project transactions in the invoice proposal. Click OK.

10. In the Create invoice proposal form, click OK.

11. In the Invoice proposals form, view and modify transactions to include in the invoice proposal. To post the invoice proposal, on the Action Pane, in the Functions group, click Post.

Tip
You can open the Create invoice proposals form from the Periodic section of the area page in Project management and accounting. If you open the Create invoice proposals form from this location, you can filter the transactions in the form, and then create invoice proposals for multiple projects at the same time.