Invoice control (form)

  • Article

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 > Project contracts. On the Action Pane, on the Control tab, in the Monitor group, click Invoice control.

–or–

Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Control tab, in the Monitor group, click Invoice control.

–or–

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resources. On the Action Pane, on the Project resource tab, in the Project control group, click Invoice control.

–or–

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resource availability. On the Action Pane, on the Project resource tab, in the Project control group, click Invoice control.

Use this form to calculate and display posted transactions. A posted transaction provides an overview of the amounts that have been invoiced, the amounts that remain to be invoiced, and the amounts that are to be invoiced that exceed the quotation amount.

The Project contract details form displays transactions from the selected invoice project, and from Time and material projects and Fixed-price projects. The Projects form displays transactions from the selected project.

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

Note

The controls that appear in this form may vary depending on how the form was opened.

Tabs

Tab

Description

General

View information about quantities and amounts for invoiced, noninvoiced, chargeable, and nonchargeable transactions for the selected project or projects that are attached to the invoice project.

Quotation

View a comparison of the amount of the quotation and the amount that has been invoiced for each transaction type that is associated with each transaction line.

Buttons

Button

Description

Calculate

Calculate the selected transactions for the selected invoice project, project, employee, or category according to the parameters that you set.

Example

Open the form from a project, select Hour, and then click Calculate. The view is updated to include hourly transactions from the selected project.

Transactions

View all transactions of the selected type for the current invoice project, project, employee, or category.

Example

Project 9007 has one hour journal with three hourly lines and another hour journal with two hourly lines. When you open the form from project 9007, click Transactions, and then click Hour, five transaction lines are shown.

Adjustment

Adjust transactions for the selected project or all the projects that are attached to the invoice project from which you opened the Invoice control form.

Invoice

Open a menu that contains the following items:

  • Invoice proposal – Open the Create invoice proposal form, where you can create an invoice proposal for the selected invoice project.

  • Invoice proposals – View a list of all invoice proposals.

  • Invoice – View the invoice history for the selected project or invoice project.

  • On-account – View all on-account transactions for the selected Fixed-price project.

Export to Microsoft Excel

Export the calculated data to a Microsoft Excel PivotTable report.

Fields

Field

Description

Include project types

Select the project types to include for the posted transactions.

Include transaction types

Select the transaction types of the included transactions.

From date and To date

Define the starting date and the ending date for the period in which the transactions must be posted.

Select currency

Select the currency of the transactions to display. Different transactions on the same project might use different currencies.

Name

The transaction type.

Invoiced

The invoiced amount.

Chargeable

The chargeable amount.

Total invoicing

The total amount for invoicing.

Nonchargeable

The nonchargeable amount.

All

The total amount of all the transactions of a certain transaction type.

Number of transactions found

The total number of transactions of a certain transaction type.

Quotation

The total amount of the quotations in the selected currency.

Remaining amount to invoice

The remaining amount to be invoiced in the selected currency.

Remaining quotation amount

The remaining amount of the quotations in the selected currency, minus invoiced and chargeable amounts.

See also

Invoicing

About customer payment retention for projects

Customer payment retention terms (form)

Reserve a specific worker for a project

Key tasks: Assign workers to projects based on availability

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