Customer advance deduction in project invoice proposal after run the project estimate in AX 2012

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Posted on by Hassan Sallam

Dears,

I face an issue regarding to the customer advance deduction in project invoice proposal after running the project estimate in AX 2012, note that my project type is FP and its invoice posting is balance sheet.

please advise

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Ludwig Reinhard Microsoft Employee on at

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Hello Hassan,

Can you describe the problem that you face in detail?

Some supporting screenprints might help.

Many thanks,

Ludwig

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Hassan Sallam on at

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Thanks, Ludwig, below are the project details

Project type is Fixed price

Invoice ledger posting is balance sheet

Project value = 100,000,000

Customer advance payment10% =10,000,000

1- I post the customer advance invoice, post the project consumption and post the project invoices with deducting the customer advance and evry thing working fine

- After that, I run the project estimation

2- After running the project estimation I tried to generate the invoice proposal and found that the customer advance is disappeared and I can't deduct it from the invoice, note the I make the same scenario on test server and get the same result but when I reverse the project estimation I found that customer advance is displayed again.

-The issue is the disappearance of customer advance in invoice proposal and I need to know, is it a normal behaviour?, or I miss something.

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Ludwig Reinhard Microsoft Employee on at

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Hello Hassan,

I would say that this is a normal behavior.

In step 1 you recorded already an invoice and deducted the customer advance.

That is why you cannot deduct it once again if you create a new invoice in step 2.

Please note that the project estimate function deals only with revenue and costs but is independent of the invoicing process.

Best regards,

Ludwig

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Hassan Sallam on at

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Thanks Ludwig, I forgot to mention that I deduct a part of customed advance , not full amount , so why the remaining advance payment is disappearing on invoice propsal especially after running the estimation and appeared again when i reverse the estimation

please advise.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Can you check what on account transactions you see in the on account form?

Maybe the date does not match with your second invoice proposal selection criteria?!

Can you possibly share a screenshot?

Many thanks,

Ludwig

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Hassan Sallam on at

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Hi Ludwig,

Thanks for your support , Kindly find below screen shots which describe the issue

Thanks Hassan Sallam

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Ludwig Reinhard Microsoft Employee on at

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Hello Hassan Sallam,

All of the on account deduction lines that you show above have a quantity and a sales price of $0.

Can you enter a negative value and try again?

Best regards,

Ludwig

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Hassan Sallam on at

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Thanks Ludwig for your great support , the issue is some one delete the decuction line for remaining cust advance from the on account form , I recorde it again and its appearing now on invoice proposal.

Thanks

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