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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Project management and...
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Answered

Project management and accounting- create project transaction for project invoice proposal

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Posted on by Sharlene

Hi,

Good day!

I'm new with project management and acctg, how can I create project transactions to include in the invoice proposal?

pastedimage1671092376084v1.png

Earlier, I tried to create a project invoice proposal and the project contract I tested have transactions that I can select.

Here is the sample details from the invoice I posted:

pastedimage1671092476671v2.png

How can I create a similar one?

Thank you in advance for your help.

  • Sharlene Profile Picture
    Sharlene on at
    RE: Project management and accounting- create project transaction for project invoice proposal

    Many thanks Girish! :)

  • Verified answer
    GirishS Profile Picture
    GirishS 27,825 Moderator on at
    RE: Project management and accounting- create project transaction for project invoice proposal

    Refer to the below documentation for entering on account transaction for projects.

    https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/enter-on-account-invoice-transactions

    Thanks,

    Girish S.

  • Sharlene Profile Picture
    Sharlene on at
    RE: Project management and accounting- create project transaction for project invoice proposal

    Hi Girish,

    I tried to do that and its blank. How to create those on account transaction type?

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,825 Moderator on at
    RE: Project management and accounting- create project transaction for project invoice proposal

    Hi Sharlene,

    I guess you need to select transaction like Start date, End date and other values.  After that you need to click on search button - It will show all the lines in the grid as you are referring to.

    pastedimage1671095745123v1.png

    Thanks,

    Girish S.

  • Sharlene Profile Picture
    Sharlene on at
    RE: Project management and accounting- create project transaction for project invoice proposal

    how to make transactions like below, transaction type: on -account

    pastedimage1671093298464v1.png

    Thank you.

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