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Microsoft Dynamics AX (Archived)

Project Supplier invoice not suggesting any invoice value in the project invoice proposal for progress billing rule

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Hi,

I am using progress billing rule on TandM project, where on the project group, the all the costs (Hours, Expense and Item) are set to go to PNL. The chargeable categories on the Billing rule however only has Hours and Item categories to be selected, which is OOTB. For progress billing rule you need to have the project budget created so that the system can calculate the % complete, which i have already created. The budget is in approved state as well.

When i create and post the hours transaction on the project, i could see the hours budget being consumed. When i create the invoice proposal for the same, i could see that the system proposes the appropriate contract value for billing the customer, based on the percent complete. This is what is desirable and which is ok.

However when i create the project PO and post the supplier invoice and then when i run the project invoice proposal, i could see system suggesting no value for the invoice. For this project supplier invoice, the budget can be seen as consumed in the project budget balances. So am i missing any setup, which is not allowing the system to suggest a value based on percent complete for the posted project supplier invoice? 

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  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Sarang Kusare,

    Do you make use of the manual or the automatic progress billing rule?

    Can you possibly share a screenprint of your billing rule setup?

    What does OOTB stand for?

    Can you also explain a bit more on the issue that you have? What I got from the first two paragraphs is that things work in general correctly but that a specific PO makes problems?! Would be great if you could elaborate on that.

    Many thanks and best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    OOTB - out of the box.

    Its not any specific PO, but for PO in general.

    I making use of automatic billing rule.

    When Hours transactions are posted, system calculates the 'Invoice amount' automatically by calculating the percent complete.

    8156.20.png

    When Item transactions (Supplier invoice for a project PO) are posted, system DOES NOT calculate the 'Invoice amount' automatically by calculating the percent complete.

    8156.20.png

    Question - Am i missing any setup, which is stopping the system from suggesting the invoice value even when the supplier invoice is posted and the relevant item budget is consumed on the project?

    Thanks

    Sarang

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Sarang,

    When you setup the automatic billing rule then you have to specify the billable categories. Have you included those that are used in your POs?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Yes i have included all the categories in the system into the 'Chargeable categories' for the selected project in the billing rule.

    Thats why i was thinking i am missing something either on the Item model group or some parameter in the Projects...but still not able to determine what the issue is?

    Kind Regards

    Sarang

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Sarang,

    Do all of your items have a project category assigned?

    Is the PO linked to a project?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Yes for both the questions above.

    Thanks

    Sarang

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    I see.

    Can you replicate the issue in a demo/test system?

  • Community Member Profile Picture
    on at

    Yes.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Sarang Kusare,

    In this case there seems to be something wrong and I would suggest that you get a developer involved who can help you debugging this issue.

    Best regards,

    Ludwig

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