Totals (form) (Project invoices) [AX 2012]

Updated: July 22, 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.

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

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.

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.


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