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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Create intercompany cu...
Finance | Project Operations, Human Resources, ...
Answered

Create intercompany customer invoices (Records to include)

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Posted on by Adis 6,686 Super User 2026 Season 1
Dear all,
 
I d like to create (Project) IC customer invoices with a periodic job, which is available in standard.
 
When I use this batch job it works fine so far.
 
 
 
 
 
This is the result. There is one line here with the Line property "Bill-TM", which I dont like.
I would like to create one IC customer invoice with line property "Bill-Non" only. This is my question how to achieve this?
 
 
 
I know that I have the information about the line property in this table.
 
 
 
 
So I want to filter the records.
 
 
 
 
 
I go to Joins and find the appropriate table.
 
 
 
 
 
I run the creation with these parameters\filters. However, nothing happens, no IC Customer invoice is created, like it couldnt find any records.
Any ideas?
 
 
 
Kind regards, Adis
 
 
 
 
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Dynamics 365 Finance
I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,711 Super User 2026 Season 1 on at
    Hi Adis,

    Can you tell me why you don't like the line with Bill-TM? How did this got posted and why do you want to exclude this one?
    The attempt with the filter will not exclude or include individual transactions. It is an inner-join to select projects in the loop to create the invoices.
  • Adis Profile Picture
    Adis 6,686 Super User 2026 Season 1 on at
     
    The transactions where posted via the timesheet.
     
    Usually, we create IC customer invoices per project, where we invoice engineer services from one company to another. However, we also have a business case where we want to invoice administration services from one company to another, but one invoice per legal entity is sufficient. So the question arises, how to distinguish these engineering services from the administration services. 
     
    It seems that we are fine by setting a filter on the project contract id, however, I was curious why the joins in the filter dont work.
     
    Kind regards, Adis

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