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Suggested answer

Invoice per project task

Posted on by 150

I need to customize invoice or use (some standard available if any in SL) to display project task, hours, rate and subtotal for each task.

How do I start? thanks!

  • Suggested answer
    [MSFT] Profile Picture
    [MSFT] on at
    Re: Invoice per project task

    You'll need to add a summarization of the @HoursPrint formula (in the detail section) to the Task and Project subtotal lines.  You can use the @AmtPrint summarization as an example.  From there, you can divide the Sum of @AmtPrint by the new Sum of the @HoursPrint formula to calculate the rate at the Task and Project subtotal line.  

    It would be best to make this a new format (e.g. BI011) or be sure to remember to reapply these changes when you upgrade to a new version of Microsoft Dynamics SL.

    Bob Krajci

    Software Development Engineer

    Microsoft Dynamics SL

    This posting is provided "AS IS" with no warranties, and confers no rights.

  • Zia engineering Profile Picture
    Zia engineering 150 on at
    Re: Invoice per project task

    Thank you for your post Bob.

    If I follow your approach, how do I customize the format to subtotal hours and calculate rate which is my main point. Thanks

  • Suggested answer
    [MSFT] Profile Picture
    [MSFT] on at
    Re: Invoice per project task

    There is currently no invoice format exactly like this in the Microsoft Dynamics SL product.  However, a place to start would be to setup a format in Invoice Format Maintenance (BI.ISM.00) with the totaling options dropdown set to "Project & Task Totals" and use Report ID BI010 (or BI020).  This will print a total line for Task and a total line for Project.  From this point you can customize the format to subtotal hours and calculate rate.

    Bob Krajci

    Software Development Engineer

    Microsoft Dynamics SL

    This posting is provided "AS IS" with no warranties, and confers no rights.

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