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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Project Prepayment Inv...
Microsoft Dynamics AX (Archived)

Project Prepayment Invoice - Time and Material

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Posted on by Anandh

Hi ,

AX 2012 R3 CU9

I have created an Time and Material Project and in the billing rules selected the Line Type - Time and material. Selected the relevant project in the Billing rules and selected all the categories as chargeable categories for billing.

On Account transactions was created and selected Prepayment journal voucher as transaction origin. When I try to do the invoice proposal we are not able to fetch the prepayment journal record for invoicing

If we remove the billing rule and try to do the prepayment invoicing it works fine

Can we do the prepayment invoicing for T&M projects with the billing rules of T&M ?

Thanks

Anandh

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Anandh, Why do you need a billing rule? You can do the normal project invoicing through an invoice proposal and deduct the prepayment without using a billing rule.

    Ludwig

  • Anandh Profile Picture
    Anandh on at

    Hi Ludwing,

    We would like to restrict certain categories for billing. Yes we can pretty much use without billing rule and restricting the line type billable or non-billable.

    We wanted to try with the categories and use prepayment

    Anandh

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    I see. Have you tried setting up more than a single billing rule? One (T&M) that you use to charge the customer for the hrs/expense/etc worked and another one in parallel for your prepayments? Not sure about the type of the second role that might work best in your case but probably try testing several combinations and let us know if this does the job for you. Thanks, Ludwig

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Anadh,

    I had a look at my demo machine again and would like to ask you checking the following:

    1) Have you Setup an on-account and deduction line in the on-account form?

    2) Have you ensured that the Project Parameter "on account invoicing-payment criteria" is disabled as it only allows deducting already paid prepayments

    3) Check in your T&M billing rule that all applicable categories to be billed are selected.

    4) Select the maintain tab and then select "Project invoice proposal" - do not say new invoice proposal from the new section

    5) In the form that opens select "new invoice" proposal & select your Project at the upper left-Hand Corner

    => your on account Transactions should be there and ready for invoicing

    Would be great if you could test and let us know how things are going.

    Many thanks and best regards,

    Ludwig

  • Anandh Profile Picture
    Anandh on at

    Hi Ludwig,

    Thanks for the great feedback.It solved the issue. Earlier I used to create the new invoice proposal directly and it was not working. But as suggested I tried and it started to work

    Thank you

    Anandh Ammaiyappan

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