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ReportCan we change the invoice account in the running project AX 2012
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Can we change the invoice account in the running project AX 2012
Hi shubham gard,
If you change the invoice account, i.e. add a new funding source then there will be an effect on the project because invoices might be send to the new customer based on how you define the funding allocation rules.
Also, if you work with customer specific financial dimensions there might be a change that you see.
Then, I would recommend looking out for open (unpaid) transactions related to your old customer (funding source). Also here there might be an impact depending on the findims used.
Best regards,
Ludwig
Hi sir,
Actually I not getting the desired result for this.
Only i want to know that can i change the invoice account of ongoing project.
if yes, so there will be some impact on the project or not.
kindly help me for this.
Thanks & regards
shubham garg
Hello Shubham Garg,
Have you been able to get this issue fixed?
Would be great if you could let us know if any other help is needed.
Many thanks,
Ludwig
Hi Shubham,
If you are on the latest AX2012 version then you can make use of multiple funding sources (customers) and setup rules that define who will be invoiced what % of the total revenue.
Have you tried making use of different funding sources already?
For newly recorded transactions the different customers / funding sources should be properly charged.
Best regards,
Ludwig
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