Invoice journals (form) (Project)
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 > Common > Projects > All projects. On the Action Pane, on the Manage tab, in the Bill group, click Invoice journals.
–or–
Click Project management and accounting > Common > Projects > Project contracts. On the Action Pane, on the Maintain tab, in the Bill group, click Invoice journals.
–or–
Click Project management and accounting > Common > Project invoices > Project invoices. On the Action Pane, in the View group, click Details.
This option is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
–or–
Click Project management and accounting > Common > Project invoices > Project invoice journals.
This option is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Use this form to view historical information about invoicing.
Tasks that use this form
View customer invoices for projects
Credit invoiced amounts in projects
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Note
A tab is visible only if the invoice includes transactions of that type. For example, if the invoice does not include any hour transactions, the Hour tab is not visible in the form.
Tab |
Description |
|---|---|
Overview |
View all posted invoice proposals, the projects they are attached to, and the invoice proposal status. |
On-account |
View on-account transaction information for the posted invoice proposal. |
Subscription |
View subscription transaction information for the posted invoice proposal. |
Hour |
View hour transaction information for the posted invoice proposal. |
Expense |
View expense transaction information for the posted invoice proposal. |
Item |
View item transaction information for the posted invoice proposal. |
Fee |
View fee transaction information for the posted invoice proposal. |
Buttons
Button |
Description |
|---|---|
View |
Open a menu with the following items:
|
Send |
Send the original or a copy of the invoice electronically. |
Print the selected invoice journals. |
|
Voucher |
View the voucher transactions that are attached to the selected invoice. |
Totals |
View totals that are related to the selected invoice. For example, cost totals, discount totals, physical weight, and volume totals. You can also view invoice and customer information in the form. |
Charges |
View any charges that are attached to the invoice. |
Transactions |
View an overview of the transactions that are attached to the invoice. |
Posted sales tax |
View any posted sales-tax transactions for the invoice. |
Commission |
View the commission transactions that are generated by the invoice. |
Functions |
Create a credit note for the full invoiced amount. |
Dimensions display (Item tab) |
Open the Dimensions display form to select the dimensions that you want to add to the view on the Item tab. |
Fields
|
Field |
Description |
|
|---|---|---|
| Project contract ID |
The project contracts in the journal. |
|
| Invoice type |
The invoice type for the projects that are listed. |
|
| Invoice |
The invoices for the projects that are listed. |
|
| Invoice date |
The invoice date for the projects that are listed. |
|
| Voucher |
The voucher for the projects that are listed. |
|
| Invoice proposal |
The invoice proposal for the projects that are listed. |
|
| Sales currency |
The sales currency for the projects that are listed. |
|
| Invoice amount |
The invoice amounts for the projects that are listed. |
|
| Payment ID |
The identification number of the payment transaction. |
|
| Project date |
The project transaction date. |
|
| Project ID |
The project that the transaction is attached to. |
|
| Description |
A brief description of the transaction. |
|
| Line amount |
The amount of the transaction in the accounting currency. |
|
| Transaction ID |
The identification number of the transaction. |
|
| Category |
The category that the transaction is attached to. |
|
| Service subscription |
The identifier of the service subscription. |
|
| Start date |
The start date of the subscription. |
|
| End date |
The end date of the subscription. |
|
| Base price |
The base price of the subscription. |
|
| Index |
The index that is used for calculating the indexed sales price. |
|
| Activity number |
The identification number of the activity that is associated with the transaction. |
|
| Worker |
The worker who is associated with the transaction. |
|
| Hours |
The number of hours in the transaction. |
|
| Sales price |
The sales price cost for the transaction. |
|
| Quantity |
The quantity or amount of units that are used in the transaction. |
|
| Item number |
The identification number of the item that is associated with the transaction. |
|
| Unit price |
The unit price of the item. |
|
| Sales order |
The sales order identification number of the item. |
|
| Line-specific |
If this check box is selected, the dimension account for electronic invoicing is specified for each invoice line.
If this check box is cleared, the dimension account that is specified in the invoice header is applied to all invoice lines. Note (DNK) This control is available when the legal entity’s primary address is in Denmark and if information is entered in the EAN field in the Customers form for the customer account that is associated with the invoice. |
|
| Dimension account |
The dimension account for the invoice header. This account is used for electronic invoicing of public sector organizations. Note (DNK) This control is available when the legal entity’s primary address is in Denmark and if information is entered in the EAN field in the Customers form for the customer account that is associated with the invoice. |
|
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).