Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 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 | Upcoming TechTalks
I am currently checking on creating project invoice proposal but I cannot see how the charges were fill-out. Can anyone guide me how to add charges. Thank you in advance.
What kind of charges do you want to include in the invoice?
What should those charges be based on?
Thank you for the reply, this is regardless of what kind of charges, I am checking how the entry will be fill-out.
Please create a sales order that is linked to your project.
Create a sales order line for an item that you have on stock.
Create an item charge for your sales order line and post the packing slip.
Then create the invoice proposal.
You should now see the charge field filled with the charge entered at the project-Sales Order level.
Thank you for your reply Ludwig, another thing is, how am I able to add charges to an item requirements? Basically, create a new item requirement through project will create a sales order, but I cannot add charges to it. However, in the item requirement there a field (column) which is line property , that is set to chargeable. Is setting this field to chargeable will let me add charges to customer? How am I going to do that? Is is possible to add charges through service order? Because in service order, I can able to create item requirements in the dispatch tab.
An item requirement creates a sales order with the item requirement type. This sales order cannot be shipped and processed and is only there for technical reasons. That's why you cannot add anything to it. You can test whether auto inventory related charges overcome this issue. I am not sure and would thus like to ask you testing this.
There were no auto charges being setup. So, I created this item requirement, posted and invoice and check the values of the highlighted field - charges, its 0.00. Now, I made an adjustment (Manage -> Adjustments), I modify the line property from no charge to charge, I check the value of charges after posting, it amounted to greater than 0. How it happened? Any setup that I should check?
Can you share some screenprints that illustrate the charges that you see in the form and what has been adjusted?
The item requirement was pick, registered and pack with a line property set to No Charge.
Now, I made adjustment by changing the line property from Charge to No Charge. No any amount has been added here, just the line property.
Then I click on the Check and Post button.
When I create a new invoice proposal, and check on the Charges field, it has a fixed value. But if I did not make any adjustment like changing the line property and leave it as it is, the Charges field is set to 0.
Business Applications communities