AX 2012 CU7 Project Management & Accounting:
Problem: I have billable project transactions (timesheets & vendor invoices) that cannot be invoiced but need to be invoiced. When attempting a project invoice proposal, eligible transactions are displayed on the screen after I click search, but when I try to generate the invoice proposal, AX tells me "No invoice transactions." These billable transactions are stuck. I need to bill them.
Investigating the problem determined that:
(A) the funding source on the related project contract was changed from customer 1 to customer 2 after timesheets and vendor invoices were posted against the project. (These customers are duplicates, so #one was labeled "do not use" in favor of #2).
(B) these transactions have a linetype "milestone" yet the project contract has no billing rules against it and the project is a time & material project.
Question 1: How can I change the funding source on these transactions? Changing it on the contract doesn't help. Even when I go back to the project contract and change the funding source to add back the original customer, AX still throws the "No invoice transactions" message.
Question 2: How can I confirm that a funding source on a project contract is assigned to a transaction when that transaction is posted and not when an invoice proposal is generated? Can I see this in a table somewhere?
Question 3: Where is the linetype coming from?
Ideas?
