Link Invoice Proposal Items to Item Requirements in Projects

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I have a Question,

i need to insure that invoice proposals items are linked and set strictly to the items in the project Item Requirements, i do not want the users to select items outside the Project material.

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Ludwig Reinhard Microsoft Employee on at

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I Omar Dweik,

Can you elaborate on that?

Once you post the packing slip from an item requirement, the items are consumed and should show up in your invoice proposal. Is this what you want to achieve?

If so, what do you mean by selecting items outside the project material?

Best regards,

Ludwig

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Community Member on at

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Yes, they are consumed but they do not show up in the invoice proposal, they are sent to a sales order, that the user can add more items to

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Community Member on at

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Project item requirements. creates Sales orders of type "item requirement". Once the order is created, more lines can be added from either of the places "Project side" or directly using the sales order screen.

Restricting users not to allow to add any lines in SO, means altering base functionality and would need enhancement to achieve it.

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Ludwig Reinhard Microsoft Employee on at

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Hi Omar Dweik,

Can you provide some screenprints that illustrate the issue and the process that has been followed?

What line property do the consumed items have?

Best regards,

Ludwig

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KWise on at

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Hello Ludwig,

I am trying to create invoice proposal from item requirements. This is a fixed price project. I have picked and packed the item requirements but do not see pulling into invoice proposal. I have zero date filters on and all 7 transaction types are marked. Any ideas? Another question is they want to generate an invoice to send to a customer but do it through sales orders because they want to show all the details from the sales order lines however only way I can invoice through fixed price is using on account transaction for the fixed price and the invoice just shows the on account transaction line not anything from the sales order (item requirement sales order). Think of anyway to handle this or should I use T&M project instead so I can invoice from sales order and not from an on account transaction?

Thanks,

Kellen

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SPriya 5 on at

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Hi Kellen,

Did you get a solution for your question? I am still not able to bill any item in Invoice proposal if its an item requirement. Please let me know if you were able to get any solution or how you resolved this issue.

Thanks

Priya

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Ludwig Reinhard Microsoft Employee on at

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Hello Priya,

You replied to an quite old thread.

If you don't receive any timely feedback then please create a new question in the forum and share details about your system version and the steps processed so far.

Many thanks,

Ludwig

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Raheel Shakeel Khan 297 on at

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Yes I want it, how do I configure in AX2012 R3 ?

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