Skip to main content

Notifications

Microsoft Dynamics AX (Archived)

Posting Client Pass-through charges to invoices

Posted on by Microsoft Employee

New AX user and we are implementing AX without PM module. We would like to be able to assign certain purchase orders to clients (pass-through charges related tot heir project) without having to re-key them in later.  Our AX consultant is telling us this is not possible without PM module. Is there a work-around?  Is there a way to do this with PM module "on" in some basic mode?

*This post is locked for comments

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Posting Client Pass-through charges to invoices

    Good Morning tdaviau,

    Does PM stand for the project module or for something else?

    In general, it is not possible to assign a purchase order that is already created subsequently to a project.

    If you are not using the project module anyway, you can possibly make use of a financial dimension that you call 'project'. This is a quite flexible way of tracking projects even if you do not make use of the project module. That is, the 'project' findim can be assigned even after the purchase order is created. When doing that you miss, however, the full possibilities and functionalities that you have available in the project module. Yet, this might be a kind of workaround that you can discuss with your colleagues.

    Best regards,

    Ludwig

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: Posting Client Pass-through charges to invoices

    Hi tdaviau,

    What exactly you do mean with PM? Product Management, Project Management or Production Management? Can you elaborate on the process? What exactly do you mean with pass-through charges? What is the base for these charges?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans