Invoice processing (form) [AX 2012]

Updated: October 8, 2012

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

Click Project management and accounting > Common > Projects > Project contracts. Open a project contract from the project contract list. On the Project contracts page, on the Action Pane, on the Maintain tab, in the Bill group, click Invoice processing.

Use this form to create an invoice proposal for a customer. The invoice proposal is based on the funding sources and default percentages that you entered for calculating revenue for services, and can include a deduction of any amounts paid in advance. When you complete the calculations in an invoice proposal, you can create a project invoice to send to the customer.

NoteNote

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 tables provide descriptions for the controls in this form.

Filter

Description

Project contract

Select the project contract number for which to complete invoicing.

Transaction start date

Enter a start date for the transactions to include in the invoice.

Transaction end date

Enter an ending date for the transactions to include in the invoice. If you do not select an ending date, all transactions from the starting date to today’s date are included.

Button

Description

New invoice proposal

Open the Invoice proposals form, where you can create multiple or single invoice proposals for the selected lines.

Indirect cost components 
(In the Transaction detail section)

Open the Indirect cost component form, where you can add or modify indirect cost components for the selected invoice. Indirect cost components are not directly attributable to the production of an item or the performance of a service. Examples of indirect costs are electricity, office supplies, and rent.

Advance amount to apply

Open the Split customer advance transaction form, where you can enter the part of an advance payment from the customer to apply to the invoice.

NoteNote

This button is displayed in the Details section only if the customer has paid an amount in advance of work on the project.

Field

Description

Invoice amount

The amount to invoice, which is based on the contract terms and billing rules.

Amount available to invoice

The current amount that can be invoiced for the project.

Invoiced

The total amount invoiced as of today, which includes the proposed invoice amount.

Project

The project for which the invoice is being created.

Transaction type

The type of transaction, such as hours recorded, for the project.

Category

The category of work for the transaction.

Transaction date

The date that the transaction was posted.

Offset transaction

Select this check box to include an offset transaction for the selected transaction.

Credit note

Select this check box to include a credit note amount. A credit note represents an amount overpaid by the customer.

Currency

The currency code for the currency that is used by your company for the selected project.

Amount

The total amount of the selected transaction, stated in the currency of your company.

Indirect costs

The total amount of any indirect costs associated with the transaction. Indirect costs are not directly attributable to the production of an item or the performance of a service. Examples of indirect costs are electricity, office supplies, and rent.

Billing unit

The type of units, such as hours or a quantity of items, for the selected transaction.

Line amount

The total invoice amount for the selected transaction, calculated by multiplying the amount in accounting currency by the number of units.

Description

A description of the transaction.

Line amount

The total invoice amount for the selected transaction.

Total invoice amount

The total amount of the transactions selected to include on this invoice.

Total deductions

The total amount of the deduction transactions on the current invoice.

Net invoice value

The net invoice amount calculated from the total invoice value minus total deductions.


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