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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Automatic Invoicing ba...
Microsoft Dynamics AX (Archived)

Automatic Invoicing based on milestone completion in Project Management

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Posted on by Community Member

Hi All,

Please forgive if the question is dumb, just a beginner.

Is there an automated process for invoicing in project management module? I want the invoice to be raised automatically when a pre-decided milestone has been achieved. If there isn't any such method then kindly suggest some alternatives.

Thanks

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

    Hi Aqbuib,

    There is no such automatic functionality that automatically triggers the posting of an invoice after a certain milestone is arrived. There are several semi-automatic periodic functions that can support you in doing this but to get it fully automated you need making a system adjustment.

    All the best,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    Thank you for response.

    Can you please let me know what system adjustments are we talking about here, any short guidance would help.

    Also, the periodic functions that you mentioned are for Time and Material Projects right where invoices are generated monthly, weekly etc. ?  

    Thanks in advance

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