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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Adjusting a posted pro...
Microsoft Dynamics AX (Archived)

Adjusting a posted project invoice proposal.

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Posted on by Community Member

Hello, 

I am wondering if there is a way to adjust a posted project invoice proposal.

Our scenario is this:

We had to order in more material for a project than we actually were planning to invoice but when our sales reps invoiced the project they invoiced the entire ordered quantity of material at the agreed upon price. So, as an example, we ordered in 1,000 sq/ft of a product meaning to invoice only 700 sq/ft at .3 per unit but invoices the whole 1,000 instead. So instead of a total invoice amount of $210 (700 x $0.3), it was $300 (1,000 x $0.3). 

Any ideas on how to adjust this to reflect accurately in AX 2012 R3?

Thanks!

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  • Verified answer
    Murthy2601@hotmail.com Profile Picture
    Murthy2601@hotmail.com 637 on at

    Hi,

    If this is T & M Project, then you would have raised a Sales order from the Project to Invoice the customer for the material.  So, you can create a credit note for the excess that you have Invoiced from the Project Sales Order form.

    Regards,

    Narasimha

  • Community Member Profile Picture
    Community Member on at

    Would this adjust the previous transaction or would this be a whole new project transaction that we would be posting? I am a little bit confused. When I have attempted this in Prod and Test (creating a new project transaction) I am unable to generate an invoice from the specific Project SO page.

  • Verified answer
    Murthy2601@hotmail.com Profile Picture
    Murthy2601@hotmail.com 637 on at

    It will create a new transaction as we are creating as a credit note from the Sales Order.  Not sure what is happening with respect to Invoicing, may some screen shots would help.

  • Community Member Profile Picture
    Community Member on at

    Thank you, I was able to get that to almost work. As far as the invoicing goes, I was just confused in trying to generate an invoice for the SO, not an invoice proposal. I am running into a "DocStatus is invalid" error when I attempt to post the new invoice proposal. I have run across this error in the past in dealing with our tax system however I am unsure on how to resolve this.

  • Murthy2601@hotmail.com Profile Picture
    Murthy2601@hotmail.com 637 on at

    Ok thanks. Please mark the issue as verified.

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