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Project Accounting - SO packing is posted, but Invoice Proposal is empty.

Posted on by 2,430

All, 

The SO is created inside the Project Accounting module.  SO packing slip is posted.  When I tried to invoice it, the Invoice proposal is empty.  The Project group for this item is mapped to the revenue account. Please suggest where else should I check for the possible root cause of this issue.  Thanks so much.

7840.Proj.jpg

Packing-slip-2.jpg

Invoice-proposal-is-empty.jpg

  • Verified answer
    lmai Profile Picture
    lmai 2,430 on at
    RE: Project Accounting - SO packing is posted, but Invoice Proposal is empty.

    I did the workaround.  Since I couldn't bring the SO lines into the Invoice proposal, I canceled the Packing slip for that SO to detach/release the items from the SO.  I don't use that SO.  I create a new SO with replicate detail.  This time, the SO lines are populated into the Invoice proposal.

  • lmai Profile Picture
    lmai 2,430 on at
    RE: Project Accounting - SO packing is posted, but Invoice Proposal is empty.

    No.  The parent's project is "In process" status.  The parent's project has no restriction funding either.  Is there a check box in SO telling the system to do the invoice proposal?. Thanks

    pastedimage1614691339298v1.jpeg

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project Accounting - SO packing is posted, but Invoice Proposal is empty.

    Hello Kim,

    If you click the project stage rules button, do you see any specific restriction of project activities that can / cannot be executed?

    Best regards,

    Ludwig

  • lmai Profile Picture
    lmai 2,430 on at
    RE: Project Accounting - SO packing is posted, but Invoice Proposal is empty.

    The Funding rules are empty.  No limitation.  

    funding-rules.jpg

  • lmai Profile Picture
    lmai 2,430 on at
    RE: Project Accounting - SO packing is posted, but Invoice Proposal is empty.

    Thanks, Ludwig, for your feedback.  The "Complete" is checked and the project I'm working on is Time and Material.

    Proj-stage.jpg

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project Accounting - SO packing is posted, but Invoice Proposal is empty.

    Hi Kim,

    In your very first screenprint the project stage says 'complete'.

    This might be a possibility why you cannot create an invoice proposal.

    Can you please check in your project parameters the project stage rules that have been setup to double check if this project stage that is currently selected stops you from invoicing.

    Best regards,

    Ludwig

  • lmai Profile Picture
    lmai 2,430 on at
    RE: Project Accounting - SO packing is posted, but Invoice Proposal is empty.

    Project-complete.jpg

    Can you generate the Invoice proposal (have SO line in the Invoice Proposal) when the project has the status "Complete"?  THanks

  • lmai Profile Picture
    lmai 2,430 on at
    RE: Project Accounting - SO packing is posted, but Invoice Proposal is empty.

    Yes, did that already :-)  This item has mapped to Ledger posting profile.  is there anything else? Thanks

  • Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,417 on at
    RE: Project Accounting - SO packing is posted, but Invoice Proposal is empty.

    Hi Kim,

    Could you try changing the "Update item quantity" to "Packing slip" and check if that works?

  • lmai Profile Picture
    lmai 2,430 on at
    RE: Project Accounting - SO packing is posted, but Invoice Proposal is empty.

    Gunjan, the project ID is correct.  The Packing slip is posted today.

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