Microsoft Dynamics AX (Archived)

why i can't invoice my Sales order in a Project

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Posted on by Abdo Khoury

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Dear

i am using project accounting, and i created a sales order and attached it to this project

i was able to confirm the sales order but i can't invoice it because the invoice button is disabled

is there a special setup in order for me to be able to invoice my sales order ?

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Ludwig Reinhard Microsoft Employee on at

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Hello Patrick,

This is the standard logic of AX. Everything that is processed through a project can only be invoiced through the project invoice functionality. You thus can ship the goods to your customer as usual but the invoicing needs to go through the ordinary project invoice functionality.

Hope this helps,

Ludwig

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Abdo Khoury 14,855 on at

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thank you ludwig from this explanation

but can you tell me how to invoice a sales order from inside the project ?

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Ludwig Reinhard Microsoft Employee on at

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Hi Patrick,

Below are some screenshots that show you the respective project invoice functionality for sales orders

Hope this helps,

Ludwig

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Ludwig Reinhard Microsoft Employee on at

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Hello Patrick,

Just wondering whether you have managed creating the project invoice for your sales order based on the screens illustrated above,

Ludwig

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Abdo Khoury 14,855 on at

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Hello Ludwig

I did see your reply, i was going to comment

but my issue is , in my situation , i don't know the customers that i am going to create Sales orders; and as i see in your example, you had to create your customer as a fund source so that you are able to produce the Sales Order.

Regards

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Ludwig Reinhard Microsoft Employee on at

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Hello Patrick,

Yes, you need the complete project setup first and have to clarify who is going to receive the invoice. If you Need some additional Information on the invoicing process, please have a look at the following TechNet site (technet.microsoft.com/.../jj683236.aspx).

Regards,

Ludwig

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Abdo Khoury 14,855 on at

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Hello Ludwig,

my customers are unknown to me, and that they can be many; that is why i can't identify them all on the project level upfront

is there anyway i can link my multiple sales orders to my project because i want to track my revenue , this is my dilemma

if you have any suggestions , i would appreciate it

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David Massey on at

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It is not possible to link a Sales and Marketing sales order to a project after it is created. The sales order is missing all the required project accounting information. e.g. project posting accounts, project categories and customer pricing which may not be the same as the catalog pricing in inventory, WIP accounting. optional activity code.

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Ludwig Reinhard Microsoft Employee on at

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Hi Patrick,

What David mentions is right. Please also see my prior comments.

Irrespective of that and if you cannot find any other workaround you can test the following scenario that can help you developing an adjustment.

So, here is how it might work:

1) Setup a project as usual but use an internal "dummy" customer account when creating the project contract. You Need this because otherwise AX won't let you create sales orders.

2) Create a sales order for this project and post the packing slip

3) Create a second project contract that you link to the external customer that shall be invoiced

4) In the general tab of the project flip the project contract to the newly creted one from step 3

5) Create the invoice proposal for the external customer. Please note that you can identify the new project contract ID on top of the invoice proposal form. The field is greyed out and cannot be modified except by the way I described in step4

6) Post the customer invoice

Please note that I do not suggest you to use this workaround in a live environment. Yet, you can take a close look at the steps that make it work as the basis for making a system modification.

Hope this helps,

Ludwig

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Neha B Bhagat 15 on at

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Hi Ludwig,

I'm trying to invoice my project which is liked to a sales order in Delivered status. But, on the invoice proposal, it's not able to identify my sales order line as eligible to invoice. I did tick the Include sales lines check box on the invoice proposal form. But on clicking Search, it is not returning any records.

Have you faced this issue before? And any pointers?

Thanks :)

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