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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to include all Pro...
Finance | Project Operations, Human Resources, ...
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How to include all Project-Based lines marked READY TO INVOICE to a single Invoice?

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Posted on by PriscillaT 515

Hi there,

I have a question please on Project Operations Invoicing. I have created several actuals (time and expenses) for a project and would like to include them all on a manually generated invoice.

My project based contract line is set up to include everything:

pastedimage1629756332193v1.png

I had 3 actuals for the project associated with this contract line. All 3 are marked ready to invoice.

However after the draft invoice is created I can only see 1 actual record included in the invoice. The other 2 actuals remains ready for invoice. 

pastedimage1629756416663v2.png

pastedimage1629756439521v3.png

Can anyone explain why this might be, and how to include the other 2 actuals in the existing draft invoice?

Thanks very much.

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  • Verified answer
    PriscillaT Profile Picture
    PriscillaT 515 on at

    Ok sorry folks. I worked it out. It was because the system was only pulling to the invoice in actuals  with date that matched on or before the invoice generation date. I waited overnight and pulled in the lines again and the total on the invoice is now correct.

    Apologies.

  • apa Profile Picture
    apa 8,284 Moderator on at

    No worries, this is a really good topic to have on the community forum. Invoicing "the future" is a frequent question in ProjOps implementations so it's good to have this here. As you discovered, the system won't allow us to invoice "the future" :)

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