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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Project Invoice and Sa...
Finance | Project Operations, Human Resources, ...
Answered

Project Invoice and Sale Order Invoice

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Posted on by GS Sriram 25

HI,

I do a sales transaction and on the other hand, also do a service management activity , which is linked to the Project Management Module.

The invoices are raised based on the Sale order or Service Order to the Customer

However, I could not find the Service Invoice under the Accounts Receivable - Inquires - Invoice Journal.

These Journals are available only under the Project Invoice.

I want to know the reason , why the invoice is not listed under the AR - Invoice Journal though both type of invoices are raised to the same customer

For eg.

I have raised a Sale Invoice SAL/INV01  to the Customer A and Also raised a Service Invoice "SER/INV/01 to same customer A.

I could not find the SER/INV/01 under the Accounts Receivable - Inquiries - Invoice Journal

The same is listed under the Project Invoice Journal.

Please clarify

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project Invoice and Sale Order Invoice

    Hi Sriram GS,

    You can summarize it this way.

    Personally, I would describe the main difference between both invoice type not by making a reference to the way how material / costs are consumed but what you mention above for your specific case is not wrong.

    Best regards,

    Ludwig

  • GS Sriram Profile Picture
    GS Sriram 25 on at
    RE: Project Invoice and Sale Order Invoice

    Hi,

    Thanks for the details

    To confirm my understanding,

    Sales Invoice just consumes/ pick the material against the order to raise the invoice, whereas the Service Order has both Consumption of Material along with the Project / Service activity, thereby both has to completed to raise the invoice

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project Invoice and Sale Order Invoice

    Hi Sriram GS,

    Invoicing a service invoice is done via a project invoice proposal. You cannot simply create a service invoice unless you complete the project invoice proposal and post it.

    For sales invoices you can simply go into your sales order and invoice it. There is no formal invoicing proposal step that is needed for ordinary sales orders.

    Best regards,

    Ludwig

  • GS Sriram Profile Picture
    GS Sriram 25 on at
    RE: Project Invoice and Sale Order Invoice

    Hi ,

    Thanks for the detail explanation.

    Can you explain a little brief on the Financial Posting of Invoices between AR - Sale Invoice and Project - Service Invoice

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project Invoice and Sale Order Invoice

    Hi Sriram GS,

    The invoicing and accounting 'engine' for the service module is the project invoicing engine.

    That's why you see the separation of 'normal' customer invoices and 'special' customer project invoices.

    If you open your customer record then you can see two menu items in the invoice tab; one for the 'normal' invoices and one for the project invoices.

    The same is visible in AR where you see the normal invoices only and in the project module where you can find the project invoices.

    If you don't like that then you can make a small modification to AX.

    Best regards,

    Ludwig

  • Verified answer
    CraigW42 Profile Picture
    CraigW42 85 on at
    RE: Project Invoice and Sale Order Invoice

    Hi Sriram,

    The simple answer is that under the covers the Invoice Journals are in separate tables. The AR one is CUSTINVOICEJOUR and the Service one is PROJINVOICEJOUR

    The reason for this is the different mechanisms which are used to create either and also the complexity of both the creation and the financial postings. The complexity to create a project invoice is substantially more than an invoice based upon a Sales Order.

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