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Microsoft Dynamics AX 2012

Post invoice proposals (form) [AX 2012]

Updated: October 6, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Common > Project invoices > Project invoice proposals. Select an invoice proposal with a status of Open. On the Action Pane, in the Functions group, click the Post button.

–or–

Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Manage tab, in the Bill group, click Invoice proposals. In the Invoice proposals list, select an invoice proposal, and then click the Post button.

–or–

Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Maintain tab, in the Bill group, click Invoice proposals. In the Invoice proposals list, select an invoice proposal, and then click the Post button.

–or–

Click Project management and accounting > Periodic > Project invoices > Post project invoice proposals.

Use this form to print, preview, or post invoice proposals for a project. You can post a single invoice proposal or post multiple invoice proposals at the same time. When you post an invoice proposal, a customer invoice is automatically created, and the invoice proposal status changes to Invoiced.

After you create an invoice proposal, and before you post it, you can add or delete transactions that are included in the invoice proposal. If your organization requires that invoice proposals be reviewed before they are posted, a system administrator might set up a workflow for invoice proposals. If a workflow is not set up for invoice proposals, you can post an invoice proposal.

The following tables provide descriptions for the controls in this form.

Tab

Description

Parameters

Select the settings to post and print invoice proposals.

Other

Select the type of credit limit checks to run automatically when you post an invoice proposal.

Overview tab

View the invoice date, customer name, and other details about an invoice proposal.

Button

Description

Select

Select which invoice proposals to include for posting.

Printer setup

Select the printer setup for the invoice.

NoteNote

This option is available only if the Print invoice check box is selected.

Sales tax

View the calculated amount of sales tax for the selected invoice proposal.

Batch

Set up batch processing.

Field

Description

Posting

Select this check box to post the invoice. If you clear the check box, a pro-forma invoice is created, and no transactions are posted.

Associated payment attachment on the project invoice

(FIN) The default entry for the Finnish giro that was entered in the Project contracts form.

(DNK) Select a payment slip to print when you post the project invoice. Choose from the following options:

  • None – Do not print a payment slip. Choose this option if the payment amount is in a currency other than Danish kroner (DKK).

  • FIK 751 – Print an FIK 751 payment slip if you intend to write the payment amount and due date on the payment slip manually.

  • FIK 752 – Print an FIK 752 payment slip if you intend to use a computer-generated payment slip with a preprinted payment amount and due date.

NoteNote

(DNK, NOR, FIN, CHE) This control is available only when the legal entity's address is in Denmark, Norway, Finland, or Switzerland.

Print

Select whether to print the invoice in its current state or after it has been posted.

Print invoice

Select this check box to print the invoice when you post it.

Use print management destination

Select this check box to use the printer setup that is defined for the Project management and accounting module, the customer profile, or the project contract.

Check credit limit

Select the kind of credit limit check that is run for a customer when you post the invoice proposal. This check applies only if sales order transactions or item requirements transactions are attached. You can make the following selections:

  • None – No credit limit check is run.

  • Balance – A credit limit check is run against the customer's current balance.

  • Balance + packing slip or product receipt – A credit limit check is run against the current balance of the customer and the value of any orders for which a packing slip was updated.

  • Balance+All – A credit limit check is run against the current balance of the customer and all open orders for the project customer.

Credit correction

Select this check box if you want the credit check calculation to reflect the value of any credits or debits on the customer account.

Invoice proposal

The number of the invoice proposal. Invoice proposals are numbered automatically if automatic numbering is set up on the Number sequences tab of the Project management and accounting parameters form. This number remains unchanged, regardless of any change in the status of the invoice proposal.

Invoice account

The unique identifier of the customer or vendor. This must be specified when you create a customer or vendor.

The customer or vendor account number is automatically generated by Microsoft Dynamics AX if this option has been specified in the Customer/Vendor account number sequence.

Invoice date

The date that the invoice is posted.

Name

The name of the customer for the selected invoice proposal.

Project contract ID

The project contract that is associated with the current invoice.


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