Project does not allow for invoice proposals to be created for Fixed Price Project

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Posted on by Lingamurthi Parise

Hello Friends,

I am new to PMA module setup and managed to complete setup.

Created new contract and project and added billing rule on contract, also it appears on On account transactions. When I am trying create invoice proposal getting the error as "Project does not allow for invoice proposals to be created"

Could you pls check and advise if I am missing any setup in order to generate invoice?

Project Contract:

On Account Transactions:

Generate Invoice proposal: Error message "Project does not allow for invoice proposals to be created"

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saurabh bharti 15,045 Moderator on at

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Hi,

Can you please check project stage setup
Lingamurthi Parise 7 on at

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Hi Saurabh,

Thanks for quick reply.

The project stage rules are already set as advised, however still not allowed to generate invoice.

Could you check if I am missing any other parameter.
saurabh bharti 15,045 Moderator on at

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Hi,

This looks fine if project is in In progress it should allow you. May be try to create another project
Zuk 65 on at

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Hi All,

same error for a fixed price project with billing rules, Lingamurthi Parise did you understand how to solve this?

best regards
mauro grillli 12 on at

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was this solved? I am facing the same issue
mauro grillli 12 on at

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I solved making two steps:

1) mark the milestones as completed in the contract

2) filling the START DATE in the invoce proposal form.

Hope this help
GGR_AVC 14 on at

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I agree with @maurogrillli steps.

1) mark the milestones as completed in the contract

2) filling the START DATE in the invoce proposal form.

But, your situation may require additional steps. In my situation, the problem was resolved when I filled in additional information on the form for "Create invoice proposal"

I put in data for all of the following and it started to work.

1) Project

2) Project contract

3) Start date (may want to avoid future dates)

4) Financial dimension set

5) Sales order line (set toggle to Yes - even if there's no sales order involved)

FYI, it's a good sign if you select the Search button and data populates for both "Billing rules" and "Project transactions". Be sure to select both.