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Microsoft Dynamics AX (Archived)

Project field greyed out on Sales order

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Hi all

I cannot create a sales order in the sales and marketing module which is linked to a project as the field seems to be greyed out.

5875.Capture1.png

My initial thoughts were this is just standard Ax logic, Everything that is processed though a project can only be done through project invoice functionality, however I am able to created a free text invoice to a project so this contradicts my initial conclusion.

3326.Capture-2.JPG

Can anyone please shed any light on why this is the case?

We have 2 distinct areas of the business, the first being related to projects (all dealt with in the project module) and the second in relation to events and catering (all dealt with in the sales and marketing module). 

From time to time our events team may hire rooms out etc which need to be charged to a project, we need it to show in the projects module but also want to show the sales order in the sales and marketing module, without having to create a project sales order.

Any help will be much appreciated. 

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hello Dynamics user

    please have a look into below link:

    https://stoneridgesoftware.com/greyed-out-invoice-option-on-project-sales-orders-in-dynamics-ax/

    Thanks,
    Regards

    FG

  • Suggested answer
    Jonathan  Halland Profile Picture
    11,310 on at

    Hi.

    I think your sales order needs to be against a single project on the header level and then all the lines will inherit this. I don't see any logic controlling that field except for in the case of return orders.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    Is the sales order linked to a project?

    The sales order line shown in your screenprint is currently blank. Have you tried entering an item with a price? If you are entering SO lines, does the field become available?

    Best regards,

    Ludwig

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