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Microsoft Dynamics AX (Archived)

How to create sales order for creating invoice proposal steps in project management and accounting

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Posted on by shanawaz davood basha

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Hi,

Could you please tell me the steps to create sales order for creating invoice proposal in project management and accounting.

Need to know the functional steps to create sales order for creating invoice proposal.

Thanks

Shan

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Ludwig Reinhard Microsoft Employee on at

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Hello Shan,

1. Create a project and make sure it is in a processing stage.

2. Create a sales order linked to that project

3. Ship some items for the sales order and post the packing slip

4. Create the invoice proposal. When doing that ensure that the sales order lines are included in the proposal process.

Best regards,

Ludwig

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