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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Proforma invoice based...
Microsoft Dynamics AX (Archived)

Proforma invoice based on fee journals that are not posted

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Posted on by Anne.berit.lover 10

I want to send a proforma invoice to our customer. The proforma invoice is based on fee journals that are not yet posted. Is this possible? Or do the journals have to be posted before I can create a proforma invoice? 

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Proforma invoice based on fee journals that are not posted

    Hi Anne.berit.lover,

    If the fee transactions are not posted you cannot select them in the project invoice proposal form and can consequently not create a proforma invoice.

    Best regards,

    Ludwig

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