Skip to main content

Notifications

Microsoft Dynamics AX (Archived)
Unanswered

Update the sales price in invoice proposal without creating new transaction

Posted on by 2
Hi Developers ,
 
I have a custom drop dialog button in invoice proposal form, on click of OK button in drop dialog button, I want to update sales price without creating new transactions in posted transaction.
If we check the posted transactions page under existing process it is creating one negative entry for hour transaction and one new entry with the updated sales price
My requirement is to update the sales price with same transid without creating any new one.
 
Thanks!!
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,902 Super User 2024 Season 2 on at
    Update the sales price in invoice proposal without creating new transaction
    Thanks for the clarification. I misunderstood the question. You can indeed change the price manually on the proposal. This will only change the price of the invoice proposal. In case you remove the line and fetch it again, it will default to the original sales price stored on the project transaction.
     
     
    With the button, do you want to update only the selected proposal line or is a multi-select required here? 
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,902 Super User 2024 Season 2 on at
    Update the sales price in invoice proposal without creating new transaction
    Hi Community member,
     
    Together with posting a project transaction, accrued revenue transactions can be posted. In addition, there are some related tables with the sales price and value stored in the database that are used for several reports and status updates. For that reason, you would need to use the adjustment feature that will then also ensure the storage and accounting entries will be correct. A customization that will just update the price in a proposal is not recommended and can cause inconsistencies.
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,316 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans