Breaking news from around the world
Get the Bing + MSN extension
Now Available in Community - MBAS 2019 Presentation Videos
Catch the most popular sessions on demand and learn how Dynamics 365, Power BI, Power Apps, Power Automate, and Excel are powering major transformations around the globe. | View Gallery
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | View virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Talent TechTalks | Upcoming TechTalks
If you create a new invoice in PSA and the order/contract has time entries approved but not yet invoiced then PSA will add all of them to that invoice. But if you then only want to bill some of those time entries now you go into the detail and delete the ones you want to invoice later.
All good so far, except then PSA takes those deleted items as negative sales amounts which is not good.
Can anyone explain why it does this and how to get around it? The only workaround we can find so far is to create a separate invoice and manually enter lines for those hours we do want to bill but this results in the original contract still showing those hours as unbilled.
Could you send send photos to clarify this further, please?
For sure, this is what the invoice details look like.
Obviously I can't do a complete screen shot, this is live data. But you can see that the invoice in question has 8 line items, a mix of Fixed Price and T&M, of which one Fixed Price line is showing previously invoiced amounts but the others are not. For the T&M lines there is actually unbilled time that we do not want to invoice yet so the process we followed was:
At the end of these 3 steps we have the invoice lines we want but the Total Amount is as shown.
Does this help explain?
Hmm as the Total Amount is negative, I suspect the "Correct This Invoice" button on the ribbon has been clicked after an invoice has been Confirmed (also a button on the ribbon). Invoicing is quite difficult to diagnose without seeing what's happening in PSA. Things can go wrong especially if you correct invoices and then edit prices on invoice line details on those corrected invoices.
Are you able to repro this in you test environment? Deleting an invoice should return all Actuals to the system to be picked up again when a new invoice is created. Same for Milestones.
Business Applications communities