Totals (form) (Project invoices)

Article
07/30/2014

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, and then click Totals.

–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, and then click Totals.

–or–

Click Project management and accounting > Common > Project invoices > Project invoice journals, and then click Totals.

This option is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Use this form to view summary totals for the selected invoice.

Navigating the form

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

Tabs

Tab	Description
General	View summarized totals of the line-level details in the project invoice.
Invoice	View header-level details about the invoice that forms the basis of the totals.
Customer	View details about the customer to whom the invoice was issued.

Fields

Field	Description
Quantity	The quantity of units on the invoice.
Weight	The total weight of the items that were delivered.
Volume	The total volume of the items that were delivered.
Hour - quantity	The total number of worker hours that are included on the invoice.
Invoiced amount	The total amount to be invoiced before any on-account charges, discounts, charges, sales taxes, or rounding are applied.
WIP - invoice - on account	The on-account amount that is added to the invoice.
Invoiced revenue	The amount of revenue to be realized from this invoice.
Cost amount	The cost amount of the total invoice amount. The cost amount is the cost of the transactions that were invoiced.
Gross margin	The invoiced amount minus the cost of the invoiced items.
Markup percentage	The sales markup percentage that is to be applied to the invoice.
Currency	The currency of the invoice. The currency is specified in the project contract.
Exchange rate	The exchange rate for the invoice amount.
Line discount	The total line discount on the invoice.
Subtotal amount	The total of the invoice lines after the line discount is applied.
Charges	The total of the charges for product delivery.
Sales tax	The total sales tax charged for the selected invoice.
Round-off	The unit that sales tax amounts are rounded to for the associated tax authority.
Invoice amount	The total amount stated on the current invoice after any on-account charges, discounts, charges, sales taxes, or rounding are applied.
Cash discount	The cash discount amount that is applied to the customer invoice.
Cash discount date	The date on which the discount was registered for the transaction.
Invoice	The invoice number of the invoice that was created for the current project.
Date	The date on which the current invoice was created.
Due date	The date on which payment for the invoice is due.
Voucher	The voucher number that is associated with the selected invoice.
Order account	The customer account that generated the order. This unique account number is used to identify the customer or vendor. The account number is specified when you create a customer or a vendor.
Invoice account	The customer account number on the invoice. This unique account number is used to identify a customer. The customer account number is specified when you create a customer.
Name	The delivery name that is printed on the invoice.
Address	The address and ZIP/Postal code to which the invoice will be sent.
Country/region	The unique identification code of the country/region that is specified in the order.
Language	The language in which the invoice details are printed.

Totals (form) (Project invoices)

Navigating the form

Tabs

Fields

See also

Additional resources