Split customer advance transaction (form)
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. Open a project from the project list page. In the Projects form, on the Action Pane, on the Manage tab, in the Bill group, click Invoice processing. In the Invoice processing form, click Advance amount to apply.
Use this form to apply part or all of a customer advance amount as an offset to an invoice for a project. You can view an invoice proposal before you send the invoice to the customer.
Note
If you are using Microsoft Dynamics AX 2012 Feature Pack or Microsoft Dynamics AX 2012, this form is available only if the Project Management and Accounting Add-in is installed.
Task that uses this form
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Field |
Description |
|---|---|
Split amount |
Enter the amount that you want to use as an offset to the current invoice. Note The total of all offset amounts must equal the original offset for the on-account transaction. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).