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Microsoft Dynamics AX (Archived)

Project Invoice split on batch run - Service Management

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Posted on by Khushi 145

Hi Experts,

My client runs batch for every upcoming quarter in service management > periodic > create subscription fees.

They raise one invoice to each customer.

In December they have made a huge invoice run concerning all service subscriptions.  There are 2 customers who have received 2 invoices in stead of one after batch was run in usual manner. I I am unable to find the reason why there are 2 invoices concerning the same quarter. Is is because of the number of lines ? If yes what is the maximum number of lines one invoice can contain, since one of the invoice is having 142 lines and other 152 lines.

Can anyone help with this ?

BR

Khushi

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project Invoice split on batch run - Service Management

    Hello Khusi,

    Thank you for this update.

    Can you find out and share details of no 1 and no 3.

    These points seem to be responsible how invoices are created.

    There should be no limit on how invoices are created and with how many positions.

    However, do you know if the invoice document has possibly been modified in a way that multiple invoices are generated based on specific criteria?

    Would be great to learn more about no. 1, 3 and how the invoices are generated in point 5.

    Many thanks,

    Ludwig

  • Khushi Profile Picture
    Khushi 145 on at
    RE: Project Invoice split on batch run - Service Management

    This is the standard service and project module for generating subscription invoice however there is a subsystem involved in project invoicing as follows

    1. Subsystem sends the invoice information to AX.

    2. AX automatically creates a new project or update if it already exists.

    3. AX automatically Import the data into the project and the invoice transaction lines into a journal of type Fee.

    4. AX automatically posts the Fee journal.

    5. AX automatically creates an invoice proposal and post the invoice.

    6. A response file is sent to Subsystem with the information that the invoices has been posted.

    BR

    Khushi

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project Invoice split on batch run - Service Management

    Hello Khushi,

    Is this a system that makes use of the standard service and project module or have there adjustments been made or even a 3rd party product been implemented?

    Best regards,

    Ludwig

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