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I do a sales transaction and on the other hand, also do a service management activity , which is linked to the Project Management Module.
The invoices are raised based on the Sale order or Service Order to the Customer
However, I could not find the Service Invoice under the Accounts Receivable - Inquires - Invoice Journal.
These Journals are available only under the Project Invoice.
I want to know the reason , why the invoice is not listed under the AR - Invoice Journal though both type of invoices are raised to the same customer
I have raised a Sale Invoice SAL/INV01 to the Customer A and Also raised a Service Invoice "SER/INV/01 to same customer A.
I could not find the SER/INV/01 under the Accounts Receivable - Inquiries - Invoice Journal
The same is listed under the Project Invoice Journal.
The simple answer is that under the covers the Invoice Journals are in separate tables. The AR one is CUSTINVOICEJOUR and the Service one is PROJINVOICEJOUR
The reason for this is the different mechanisms which are used to create either and also the complexity of both the creation and the financial postings. The complexity to create a project invoice is substantially more than an invoice based upon a Sales Order.
Hi Sriram GS,
The invoicing and accounting 'engine' for the service module is the project invoicing engine.
That's why you see the separation of 'normal' customer invoices and 'special' customer project invoices.
If you open your customer record then you can see two menu items in the invoice tab; one for the 'normal' invoices and one for the project invoices.
The same is visible in AR where you see the normal invoices only and in the project module where you can find the project invoices.
If you don't like that then you can make a small modification to AX.
Thanks for the detail explanation.
Can you explain a little brief on the Financial Posting of Invoices between AR - Sale Invoice and Project - Service Invoice
Invoicing a service invoice is done via a project invoice proposal. You cannot simply create a service invoice unless you complete the project invoice proposal and post it.
For sales invoices you can simply go into your sales order and invoice it. There is no formal invoicing proposal step that is needed for ordinary sales orders.
Thanks for the details
To confirm my understanding,
Sales Invoice just consumes/ pick the material against the order to raise the invoice, whereas the Service Order has both Consumption of Material along with the Project / Service activity, thereby both has to completed to raise the invoice
You can summarize it this way.
Personally, I would describe the main difference between both invoice type not by making a reference to the way how material / costs are consumed but what you mention above for your specific case is not wrong.
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