Microsoft Dynamics AX (Archived)

How can I show the invoice before I post it?

(0) Share

Report

Posted on by ismaelivan

578

The proforma does not work for me, because the form is closed and I must re-enter the information.

I want to generate the report without posting the invoice,

In this way the user first verifies the information of the lines to be invoiced and if the information is correct then the post.

Thanks in advance!

*This post is locked for comments

I have the same question (0)

All responses (16)

Answers (0)

Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hi,

The project module has such a functionality where you create an invoice proposal first, review it and then post the invoice.

Maybe this is something that you can use.

Best regards

Ludwig

Was this reply helpful? Yes No
ismaelivan 578 on at

Like (0)

Report

without the need to enter the information? could you tell me how please

Was this reply helpful? Yes No
André Arnaud de Cal... 300,896 Super User 2025 Season 2 on at

Like (0)

Report

Hi Ismaelivan,

What type of invoice are you using here? Free text, sales order or project invoice?

Was this reply helpful? Yes No
ismaelivan 578 on at

Like (0)

Report

Hi André, SalesOrder

Was this reply helpful? Yes No
Mark Boy2 506 on at

Like (0)

Report

HI, ismaelivan

when you create a invoice you can match th information in the invoice form, it doesn't need to post it ,

the invoice status is draft, you can delete, edit about it, you want to generate the report can get that information to finish it.

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (1)

Report

Hello ismaelivan,

The project module invoice proposal functionality does not work for ordinary sales orders that are not linked to a project.

What I do not understand is why the default 'proforma' preview document does not work for you?

You write that when you close it that you have to reenter the information.

What information do you have to reenter and why?

Would be great if you could explain us this in more detail.

Many thanks and best regards,

Ludwig

Was this reply helpful? Yes No
André Arnaud de Cal... 300,896 Super User 2025 Season 2 on at

Like (0)

Report

Hi IsmaelIvan,

My last comment was not submitted correctly. You are correct that after entering all 'Posting invoice' details, the information is 'lost' because the form will be closed when you did print the pro-forma. However, usually all details are defaulted on e.g. quantities from packing slip. Also the date is set to todays date. So, like Ludwig, I also like to know the details the user has to retype.

Was this reply helpful? Yes No
ismaelivan 578 on at

Like (0)

Report

thanks for your help!!

the fields to select are the purchase order and when selecting it they must verify the totals, too the amount to be invoiced where they again validate totals, and finally extra fields that were included in the configure tab.

Is it possible to prevent the form from being closed?

thanks

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 300,896 Super User 2025 Season 2 on at

Like (0)

Report

Hi Ismaelivan,

I have never seen these fields. Are they part of a localization or ISV/customization? I would not try to prevent closing the form as it is a kind of dialog for the report and posting. You can consider a customization. I thought that also for a pro-forma, the tables used on the form will be kept in the tables SalesParmTable and some other SalesParm… tables with the status executed. Then you can try to receive the values when the purchase order was selected before.

Was this reply helpful? Yes No
ismaelivan 578 on at

Like (0)

Report

if they are custom fields, but the amounts and totals do not, I understand that when making a proforma, everything is generated within a commit and it is eliminated, so how can I execute the proforma from another button so that the form is not closed? .

Was this reply helpful? Yes No