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

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Posted on by lmai

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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.

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Gunjan Bhattachayya 35,423 on at

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

Hi Kim,

You will need to select Sales order line for the invoice proposal as well. Please make the selection and check if the transaction shows up.

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lmai 2,438 on at

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

Thanks, Gunjan, for your feedback. Yes I did that. Still nothing line

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lmai 2,438 on at

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

I also checked it as "Billable". The invoice proposal is still empty. Is there anything else you can think of? Thanks.

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Gunjan Bhattachayya 35,423 on at

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

Hi Kim,

Have you checked the project Id on the sales order? Could you also share the date on which the packing slip was posted?

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lmai 2,438 on at

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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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Gunjan Bhattachayya 35,423 on at

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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?

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lmai 2,438 on at

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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

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lmai 2,438 on at

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

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

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Ludwig Reinhard Microsoft Employee on at

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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

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lmai 2,438 on at

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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.

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