Project invoice proposals (list page)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click Project management and accounting > Common > Project invoices > Project invoice proposals.
Use this list page to create, post, print, and maintain invoice proposals. After you create and post an invoice proposal, you can create a customer invoice from the proposal. You can filter and sort the list by project contract number, invoice number, or any column in the list.
You might create billing rules for a project to automatically calculate the timing for a project and the amount to invoice a customer. When you create an invoice proposal for a project that is associated with billing rules, the billing rule identification number is displayed in the lower pane of the list page.
You can post an invoice proposal only if workflow is not set up for invoice processing. In the Project management and accounting parameters form, on the Invoice tab, the Enable processing invoice proposals in workflow check box is cleared.
Tasks that use this form
Create invoice proposals for projects with and without billing rules
Create and post invoice proposals
Approve or reject an invoice proposal
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons (Action Pane)
Button |
Description |
|---|---|
Invoice proposal |
Open the Create invoice proposal form, where you can create a new invoice proposal. |
Invoice proposal from billing rule |
Open the Create invoice proposal form, where you can create a new invoice proposal for a project for which billing rules apply. |
Edit |
Open the Invoice proposal form that you select in the list. You can add to and modify the information in the invoice proposal. |
Post |
Post the selected invoice proposal. Note You can post invoice proposals only if workflow is not set up for processing invoice proposals. For more information about how to clear workflow for invoice proposals, see Project management and accounting parameters (form). |
Posted sales tax |
Open the Posted sales tax form, where you can view the sales tax transactions that were posted for the selected invoice proposal. These include the ledger accounts and sales tax amounts posted. You cannot modify posted sales tax transactions. |
Payment schedule |
Open the Payment schedule form, where you can view and modify the payment schedule lines for the invoice. These include the due date, discount date, and installment and discount amounts. |
Totals |
Open the Totals form, where you can view the total for lines in the selected invoice proposal, such as the quantity of products and hours, amount of charges, and net invoice amount. |
Format invoice proposal |
Open the Format invoice proposal form, where you can configure the print format for the selected invoice proposal. |
Print preview |
View an image of the selected invoice proposal. |
Print management |
Print the current invoice proposal by using the print management settings. |
Fields
Field |
Description |
|---|---|
Invoice proposal |
The identification number for an invoice proposal. |
Project contract ID |
The identification number for the project contract that is associated with an invoice proposal. |
Funding source |
The name of the customer or other funding source for an invoice proposal. When you post an invoice proposal, a customer invoice is automatically created for the funding source in the invoice proposal. |
Sales currency |
The currency that is used by the funding source in an invoice proposal. |
Invoice date |
The date on which an invoice proposal was created. |
Invoice |
The customer invoice number that was automatically assigned when an invoice proposal is posted. If an invoice number is displayed, the invoice proposal status is Invoiced. |
Status |
The status of the invoice proposal. |
See also
Create invoice proposals for projects with and without billing rules
Create invoice proposal (form)
Create invoice proposals for projects that have billing rules (form)
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