Credit note / cancel project invoice proposal

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Posted on by Community Member

Hello,

Can we create a credit note or cancel the Project Invoice Proposal on AX 2012 R3.

we have created multiple projects under a project contract and has multiple PO's under it. Had to prepare a invoice proposal for 2 PO's under the project, but accidently selected all lines and invoiced, due to which all the PO's under the project has been invoiced.

Is there a way to cancel the invoice proposal ?

Please suggest .

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Ludwig Reinhard Microsoft Employee on at

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Hi Praveen Kamalakkanavar,

In the 'manage' tab of your project / project contract you can find all project invoice proposals that have been created but that have not been posted. (A similar menu item is available from the project module). If you delete those non-posted proposals, the transactions selected in those proposals are freed up and become available for newly created Project proposals.

Best regards,

Ludwig

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Community Member on at

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Thanks Mr. Ludwig Reinhard,

But my problem is that, we have posted the invoice proposal and need to cancel it.

I have more than 80+ PO's under the same project contract, i had to prepare invoice proposal only for 2 PO's , accidently all PO's are considered in the invoice proposal.

Can we delete transactions for a particular date on AX using sysmarkuptrans class ?

Best Regards

Praveen Kamalakkanavar

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Ludwig Reinhard Microsoft Employee on at

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Hi Praveen Kamalakkanavar,

I would not recommend deleting something in the trans-tables unless you have done this many times before and know exactly what to delete in which table. Otherwise you run the risk to mess up things even more.

Even though it is a quite annoying and time-consuming task, I would rather make use of the standard credit note features and post the corrections through the AX standard features available in the AX client.

Best regards,

Ludwig

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Mohamed El-Tohamy 305 on at

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Hi Praveen,

Wish your doing great.

Actually if you click on delete in invoice proposal it will be cancel the invoice proposal with "Canceled" status.

But if you already post the invoice proposal so you go to "posted project transactions" then highlight invoice, click on "Select for credit note" as per the screenshot, then select the wrong line you need to void (as per the 2nd screenshot), the final stage is to make invoice then you can find the credit note in negative value and post it to reverse the original one.

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Ludwig Reinhard Microsoft Employee on at

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Hi Praveen Kamalakkanavar,

Is there still something open / not-answered here?

Best regards,

Ludwig

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Community Member on at

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Hello Mohammed,

What is the process if i have to pass a credit note for a partial amount of the invoice.

For eg : i have posted an invoice for $1000.00 and want to pass a credit note for $250.00

Thanks

Anand

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Mohamed El-Tohamy 305 on at

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Hi Anandk,

Unfortunately you cannot make a partial credit note friend.

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Muhammad Yousaf 1,339 on at

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hi, i have the same issue

i have selected the posted invoice journal as a credit note

but what to do after, how to create and post the Credit Note for the posted project invoice

Please write the steps

Regards

Yousaf

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Mohamed El-Tohamy 305 on at

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Hi Yousaf,

Go to the invoice proposal then you will find the line you have selected as a credit note earlier is in negative value then post the invoice proposal to effect the project and GL as well.

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Muhammad Yousaf 1,339 on at

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No it is not there

Nothing is shown there

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