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How to See the Project Sales Order Transactions when Creating a Project Invoice Proposal in D365 Finance and Supply Chain Management?

Thursday, July 16, 2020
Reading time: 7 minutes

When creating an invoice for a project, using AX/Dynamics 365 Finance and Supply Chain Management, it is mandatory to create a preliminary invoice, which is also called an invoice proposal. Invoice proposals are useful in order to review if everything that is included in the invoice is defined correctly, including the invoicing method and transactions of the project. However, users encounter some concerns during the creation of the project invoice proposal. As a result, we have researched the best way to solve possible issues to help you to avoid any problems when creating invoice proposal in the future.

Creating a New Project Invoice Proposal on Dynamics 365 Finance and Supply Chain Management

While developing some modifications for the project management and accounting module there was a need to post a project invoice. The first thing that we needed to do was to create some transactions. There are several ways to create project transactions (hours, expenses, item requirements etc.) but we decided to choose a sales order for the test case. We created a test project sales order in order to create a new project invoice proposal. When the invoice proposal creation dialog box opened, we immediately noticed that the transactions that we had just created were not there. We’ve done some research and have found several solutions that will hopefully help you to solve this issue as well.

Figure 1. No project sales order transactions are shown.

1. Reset the End and Start Dates in Finance and Supply Chain Management
If the sales order delivery dates are set to a later date than today, they will not be shown in the invoice proposal creation dialog box by default.

Figure 2. Project sales order delivery date is later than today.
Figure 3. When creating an invoice proposal, the end date is set to today by default.

To see your transactions in this case you need to clear the end date field in the project invoice proposal creation dialog box and click ‘search’.

2. Select the Correct Transaction Type in Finance and Supply Chain Management
Another thing that might be preventing you from seeing your sales order transactions is transaction type filtering. By default, the sales order line type might not be selected in the project invoice proposal creation dialog box. To be able to see your transactions you must make sure that the ‘Sales order line transaction type’ is selected and update orders are set to ‘All’.

Figure 4. Select transaction type Sales order line and set update orders to ‘All’.

3. Check the Project Sales Order Status in Finance and Supply Chain Management
It’s important to make sure that the project sales order is not invoiced or already being used in another project invoice proposal.

Figure 4. Project sales order must not be previously invoiced.

4. Select the Correct Line Property on the Sales Order Line

In some cases, the project sales order line might be set to ‘not chargeable’ by default. You can quickly change it by selecting a chargeable line property.

Figure 5. Project sales order line is set as ‘not chargeable’.
Figure 6. A parameter that determines if a line property is chargeable.

A line property is set automatically when the project sales line is created. It is chosen according to the sales line’s project category. Project category and line property mapping can be configured by pressing the ‘Project/group line properties’ button in the ‘Line properties’ form.

Figure 7. Project category and line property mapping.

The project category is automatically set on the sales order line either from the released product setup or from project parameters.

Figure 8. Project category setup from released product details.
Figure 9. Project category setup from Project management and accounting parameters.
Figure 10. Project invoice proposal creation dialog box showing sales order transactions.

We hope that you have found the above solutions for this common issue when creating project invoice proposals useful and it will help you in the future to avoid any setbacks when creating one in future!

If you have any questions or need help with your development projects, don’t hesitate to reach out to our team at service@companial.com

Edgaras Radvilas
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