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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Project invoice Dimens...
Microsoft Dynamics AX (Archived)

Project invoice Dimension problem

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Posted on by Community Member

Dear im facing an issue while posting project invoices where it is not showing the dimensions of the ACC receivable main account on trial balance or any other report.

the transaction itself (after posting) does not include the dimensions but before posting i added all the required dimensions in the packing slip and invoice proposal!!!

Below is packing slip transaction with dimension and the trial balance correctly recorded.

PS.PNG

PSV.PNG

The Below is the invoice proposal and its voucher after posting with no dimensions!!!

INV-Pro.PNG

Invoice voucher after posting:

INV-VOu.PNG

kindly help solving this issue

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi.

    Why do you need financial dimensions on balance sheet accounts such as the accounts receivable main account?

    Have you checked whether some fixed,financial dimension setups have been made at the main account level?

    What financial dimensions are setup at the project level?

    The packing slip that you mentioned, is it related to a SO that is linked to your project?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    hi Ludwig,

    thanks for reply.

    - i need the project dimension to be related to AR account to know how much billed/invoiced revenue per each project.

    - in the advanced rule structure i made the AR account with project, Business unit and Cost center dimensions.

    - the FD in the project level are (BU, CC, Project and department)

    - Packing slip is related to project Sales Order.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    If you setup a financial dimension at the project level funding source level, then this financial dimension will be used in combination with the AR summary account. Do you have a 1:1 relationship between your project contract and projects? If so, this workaround should work.

    Note: For identifying how much revenue has been posted / billed per project, no financial dimension is needed at the AR summary account level. You can rather make use of the project cash flow and profit&loss reports.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ahmed,

    Did you find any solution for this, I have similar issue with Invoice proposal for On-Account.

    Thanks,

    Raju

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Raju,

    Can you please create a new thread and provide some information about your system version and some screenprints that illustrate the issue?

    Many thanks,

    Ludwig

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