Create an invoice for a fixed-price project [AX 2012]

Updated: October 6, 2014

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

  1. Click Project management and accounting > Common > Projects > All projects.

  2. Select a fixed-price project.

  3. On the Action Pane, on the Manage tab, in the Bill group, click Invoice proposals.

  4. On the Invoice proposals list page, on the Action Pane, click Invoice proposal.

  5. In the Create invoice proposal form, enter the project contract and project identification numbers.

  6. In the Select transactions section, select the starting date, ending date, and transaction types that you want to include in the search criteria. Click Search.

  7. In the list of project transactions, select the transactions to include in the invoice proposal. For more information about how to select transactions for an invoice proposal, see Create invoice proposal (form).

    NoteNote

    If you set up billing rules for a project contract, see Create invoice proposals for projects that have billing rules (form).

  8. If workflow is set up for invoice approvals, click Submit. If workflow is not set up, you can post the invoice proposal.

  9. To post the invoice proposal and create the project invoice, on the Action Pane, in the Functions group, click Post.

    TipTip

    You can select printing options in the Post invoice proposals form.


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