Create invoice proposals (class form)

Article
10/09/2018

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Periodic > Project invoices > Create project invoice proposals.

Use this form to create multiple invoice proposals for projects by specifying the following information:

The invoicing method
The transaction types to include in the current invoice
The time interval that the invoice covers
The general ledger posting date for transactions that are invoiced

When you generate an invoice proposal, lines are created for each transaction that is included. Each line is displayed separately in the Create invoice proposals form.

Note

To create an invoice proposal for a specific project, open the project, and then open the Create invoice proposal form. Click Project management and accounting > Common > Projects > All projects. On the All projects list page, on the Action Pane, on the Manage tab, in the New group, click Invoice proposal.

Tasks that use this form

Create an invoice for a time and material project

Create invoice proposals for projects with and without billing rules

Create and post invoice proposals

Credit invoiced amounts in projects

Navigating the form

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

Tabs

Tab	Description
General	Select transaction types, dates, and other information to view only the transactions within these conditions.
Batch	Set up a batch process to create invoice proposals on a recurring basis.

Buttons

Button	Description
Select	Create a query, and select the data to include by using the Search button. View the data selections in the Search query.
Recurrence	Set up a recurring batch job, or modify the starting time and starting date of a batch job.
Alerts	Set up email alerts that are sent to you automatically when a batch job ends, encounters an error, or is canceled.

Fields

Field	Description
Invoicing method	Select transactions 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.
Include transaction type	Select the check box for each transaction type to include in the invoice proposal. For example, if you select Hour, an invoice proposal is created for all posted hour transactions in the date range that you specify.
Sales order line	Select this check box to include sales order lines.
Update item quantity	If you are including sales order lines for items in an invoice proposal, select the status of the order lines from the following options: Deliver now – Include sales order lines on which a delivery quantity has been specified. All – Include all order lines. Picked – Include lines that are updated on the picking list. Packing slip – Include lines that are updated on the packing slip. Picked quantity and not stocked products – Include lines that are updated on the picking list and lines for products that are not stocked.
Start date / End date	Specify a start date and an end date for the project transactions to include in the invoice proposal.
Invoice date	Specify the invoice date to post in the ledger.