Invoice proposals (form) (Project Management and Accounting Add-in) [AX 2012]

Updated: October 5, 2012

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

Click Project management and accounting > Common > Projects > Project contracts. On the Project contract list page, select or open a project contract. On the Action Pane, on the Maintain tab, in the Bill group, click Invoice processing. In the Invoice processing form, click New invoice proposal.

Use this form to create and update a preliminary customer invoice for a project. You can create an invoice proposal for the retained amounts for a contract. In addition, you can change the invoice and the invoice format, and review or update the retained amounts on the proposal, if any.

NoteNote

These controls are available only if the Project Management and Accounting Add-in is installed.

Key tasks: Create invoices for projects

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

Button

Description

Manage invoice presentment

Open the Manage invoice form, where you can make adjustments to the format and presentation of the invoice.

Print preview

Open a preview that shows how the invoice will look when it is printed.

Review indirect components

Open the Indirect cost component transactions form. You can use this form to view the transaction amounts for all indirect costs that are associated with the invoice 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.

NoteNote

This button is enabled only when there are indirect costs associated with the project contract.

Field

Description

Invoice format 
(On the Overview tab)

Select the format in which to print the invoice. Valid values include the following:

  • Detailed Invoice

  • Summary invoice

  • Summary invoice by category

Billing rule

The identification number for the billing rule associated with the transaction.

Amount invoiced

The total amount on customer invoices prior to the current invoice proposal.

Line amount

The amount available to invoice the customer for direct transactions.

Indirect costs

The amount to invoice for related indirect costs. The indirect costs are calculated as a percentage of the hour transactions on a project.

Retention percentage

Enter the percentage of the invoice amount that the customer withholds from payment on the current invoice. The default percentage that is displayed is calculated by using the retention terms specified in the project contract. If you change the retention percentage, the retention amount is recalculated.

NoteNote

This field is available only if retention is applicable to this invoice amount. The default is the percentage entered in the Request for customer retained amount form.

Customer retained amount

Enter the amount of the customer retained amount for the current invoice. The default amount that is displayed is calculated by using the retention terms specified in the project contract. If you change the retention amount, the retention percentage is recalculated.

NoteNote

This field is available only if retention is applicable to this invoice amount.

Invoice line amount

The total value of the direct and indirect amounts, which is calculated by adding the line amount to the indirect cost amount, less any customer retention amount.


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