Project | Time and Material - Urgent

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Posted on by Ethan Ong

Hi All, I am using Time and Material Project.

I had created item requirement where I had posted linking to Sales Order. However, when comes to Project Invoice Billing i could not create because it requires to Billing Rule.

Tracing to the Demo data, for Time and Material there is NO such thing as Billing rule.

When comes to Billing rules, I set Unit Delivery Type, but the project category I allowed to associate is "Fee" and Not Project Item. Hence, the rules does not allow me to matched according to the Project item which I had issued my Sales Order.

In this case, how do I actually Bill Invoice when currently is only issuing Delivery Order/Packing Slip where the accounting entries is only Debit Cost of Goods Sole and Credit Finished Goods.

I believe there is stage I need to recognised by Debtors before settlement right?

Any configuration I had missed out. Please help.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Ethan,

When you setup a "simple project" with a simple "project contract" the billing rule should not be active. This requires additional setup. Can you explain more about the setup of you project contracts and the billing rules?

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Ethan Ong on at

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I following the exact setup as the Time and Material demo for AX2012 R3. There is no billing rule included. The funding resources and transaction type is for "All".

Hence I presume that as and when I can invoice or Propose Invoice to Customer as and when once I completed some job.

In this simple scenario I created item requirement - Project item which then I had produced and pick and packed to Sales order.

As far I can tell, I cannot invoice directly from AR or Sales and Marketing when is Linked to Project.

So help I am not sure which button or other configuration required for me to Invoice.

I am using USMF entity where I believe the setup parameter and group posting profile has already been set for Time and Material.

Thanks.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Ethan,

I do understand you want to learn and now use the demo environment. Did you try to create the invoice proposal and selected the option to include sales orders? If this does not work, do you get error messages? If so, please share the exact message.

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Ethan Ong on at

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Yes, from the create tax invoice proposal, I select include Sales order line where I had select update All Quantity "All" from the item requirements.

Then Click Search. Nothing came out....

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Can you also explain why you think the billing rules needs to be used? you stated that it was required to use this.

If the sales order line has a non chargeable line property the item will not be included on the invoice.

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Ethan Ong on at

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Hi Andre,

I did not mention, the billing rules needed. I was emulating from the demo where the Billing Rules were not created.

As such. I follow exactly the same rule. However, the property lines are Billable presumably these are time and material. Hence as and when it should be charged to client.

In this instance, when I create item requirement, and post to packing slip it is not suppose end of story.

As mention in the inception issue I had raised is issuing only Finished Goods and recognised as cost of goods sold.

So my question now, where is the button or function that will allow me to recognised the Sales? Or is there some configuration or validation rules I had omitted?

I did research in technet, however it was vaguely spelled out stating I am allowed to carry out Tax Invoice Proposal without setting rules, which I had tried but failed when I try to Click Ok button.

Thanks.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Ethan,

You mention you use "Tax Invoice Proposal". Can you share the path where you find this option? Probably it is a localization or customization.

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Maja RB 265 on at

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Hi Ethan,

if I understand correctly, you are trying to create a project invoice from transactions on a sales order?

How did you create the sales order, through Item requirements, or through Item task->Sales order?

Also, when you are trying to generate the invoice, check the dates used to select the transactions for invoicing.

Regards,

Maja

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Ethan Ong on at

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Proposal Tax Invoice (localised en-sg).

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Ethan Ong on at

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are you asking me how to create or are you telling me is a wrong configuration? my question is about to generate tax invoice proposal for time and material. what is the standard way to create?

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