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Microsoft Dynamics AX (Archived)

AX 2012 Projects: Need Mass Invoice Proposal Generation

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Posted on by 1,212

I have a client implementing AX 2012 and it needs to mass generate invoice proposals because the project managers must pick and choose which items are billed to each project's customer in a given period.  AX 2012 allows mass generation of invoices, but I have not found how to mass generate invoice proposals.  Also, the client wants to email these invoice proposals to the project managers, too.   Any ideas?  The use of Projects and control over invoice content is key to the business and to the end customer's satisfaction. 

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  • Suggested answer
    David Massey Profile Picture
    on at

    The ability to mass generate invoice proposals was suppressed when adding Project3 licensed functionality in AX 2012.  This functionality was re-instated in AX 2012 R2 after addressing performance issues around mass creating invoice proposals.

  • howalker Profile Picture
    1,212 on at

    Thank you.  Where is it in the menu path, or inside which transaction can I find it?  I have searched hi and low, and I don't see it anywhere.    

  • Verified answer
    David Massey Profile Picture
    on at

    Assuming AX 2012 R2 or later.

    Project management and accounting - Periodic - Project Invoices - Create project Invoice proposals.

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