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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Project invoicing - Ch...
Microsoft Dynamics AX (Archived)

Project invoicing - Changing Billing Rule

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Posted on by Community Member

Hi,

I have created billing rules in the contract for a time and material project. I have successfully processed an invoice. Now I want to change the billing rule and I cannot. Is it a restriction by design. If so it does not make sense. What if the contract terms and condition changes and there is a need to change the billing rule. The billing rules cannot even be put to an end and make a new one effective. It seems we have to use the billing rule for the life of the project.

Please provide any comments you might have.

Thanks,

Reza

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Reza,

    What do you want to change with the existing billing rule?

    Why was the original billing rule that has already been used for invoicing been wrong?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    We manage about 850 cost codes to record project costs. Based on different cost codes we charge a different management fee percentage. I can for instance set up three Time & Material billing rules and assign different project categories to each and then for each time and material billing rule define a fee billing rule with different percentages.

    So far so good. However, we need the flexibility to change the fee on cost codes when we need to. We may assign a cost code to a billing rule that has a fee of 3% and then for any reason we may want to change it a billing rule with 2% fee. If we transact and process an invoice we cannot change the rules which may render the billing rule useless.

    I know another option is to run the invoice proposal without the billing rules and add the fee manually. However, the calculation of fee is a manual process now and I was hoping to use the billing rules to automate the process.

    Thanks,

    Reza

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Reza,

    If I got you right then I would like to ask if you can't unassign the category from one of your T&M billing rule - for example that has a 3% fee billing rule attached - and assign it to another T&M billing rule that has a 2% fee billing rule attached.

    Woudn't that work for you?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    It will work if I can do it. The point is that I cannot make these modification after processing my first invoice.

    Please see the screenshot from my test environment. I cannot add/remove project and project categories:

    Project-Contract-_2D00_-Billing-Rules.png

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Reza,

    You are right. I double checked that in my demo system and got the same outcome. Well, in this case you have only two options. Create a new project/sub-project that has a new project contract with a different billing rule attached and transfer (adjust) your transactions to that project or make a system modification that would allow you making changes to existing billing rules even after they have been used for invoicing.

    Best regards,

    Ludwig

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