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Project sales order non chargable to change issue status

Microsoft Dynamics AX Forum

Daniel B KJ asked a question on 8 Nov 2018 8:47 AM

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Verified

Hi all,

We have a sales are that are linked to a project. The project defines the lines to have a line property which is non chargable. The Sales order is packing slip updated, and the issue status on the inventory transaction is Delivered as well is the sales order line status also Delivered. As expected the order line does not appear on my project invoice proposal.  Our issue is that we cannot figure out to make the inventory transaction and the sales order line become Sold.

Hope you can help.

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Verified Answer

Hi Daniel,

Or you have to invoice it against a unit price of 0 or you need to use the item consumption functionality. If you create sales orders from a project it assumes that you will invoice it.

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Daniel B KJ responded on 8 Nov 2018 9:24 AM

Hi André,

Thanks for your swift reply. I understand that we will need to find another combination than project - sales order and non chargeable line properties - correct?

Regarding the 2 other options;

-The item consumption function will not work as we need to use sales orders with confirmation.

-The unit price of 0 for chargeable line property might work, although the sales order line will be defaulted through the trade agreements.

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Verified Answer

Hi Daniel,

Indeed a confirmation or packing slip is not possible for item consumptions. For the trade agreement, you can make a new list with price of 0 based on a customer price group. This price group can be set on the invoice contract.

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Suggested Answer

Hello Daniel,

Is your main concern getting the SO in the invoice proposal?

If this is the case, have you tried using the project adjustment functionality to change the line property?

Best regards

Ludwig

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Daniel B KJ responded on 14 Nov 2018 1:51 AM

Hi André and Ludwig,

@André - Thanks for the directions. Your 1. reply basically answered the question as it simply is not possible to close the sales line transactions if they are on a project sales order (not item requirement) and the line property in not chargeable. For the workaround we will consider the trade agreement setup and a diffrent line property.

@Ludwig - Thanks for you suggestion, but prject adjustment of the lines will be the solution in this case.

BR Daniel

Reply
Verified Answer

Hi Daniel,

Or you have to invoice it against a unit price of 0 or you need to use the item consumption functionality. If you create sales orders from a project it assumes that you will invoice it.

Reply
Verified Answer

Hi Daniel,

Indeed a confirmation or packing slip is not possible for item consumptions. For the trade agreement, you can make a new list with price of 0 based on a customer price group. This price group can be set on the invoice contract.

Reply
Suggested Answer

Hello Daniel,

Is your main concern getting the SO in the invoice proposal?

If this is the case, have you tried using the project adjustment functionality to change the line property?

Best regards

Ludwig

Reply

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