Split customer advance transaction (form) [AX 2012]

Updated: July 18, 2013

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.


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.

The following table provides descriptions for the controls in this form.



Split amount

Enter the amount that you want to use as an offset to the current invoice.


The total of all offset amounts must equal the original offset for the on-account transaction.

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