(DNK) Create and post a project invoice for a public sector customer
Gilt für: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can generate electronic invoices for customers for whom you have specified the European Article Numbering (EAN) number in the EAN field and selected the eInvoice check box in the Debitoren form. Verify that a contact person is assigned for the customer in the Debitoren form.
Set up a funding source associated with eInvoice parameters for a project contract
You must assign a funding source for a project contract. You must also set up eInvoice parameters for the funding source before you can generate a project invoice as an .xml file. Use the Details zu Finanzierungsquelle form to set up a funding source for a project contract.
Klicken Sie auf Projektverwaltung und -verrechnung > Häufig > Projekte > Projektverträge.
Double-click a project contract or click Projektvertrag to create a project contract. For more information, see Erstellen eines Projektvertrags.
In the Projektverträge form, click the Finanzierungsquellen FastTab, and then click Hinzufügen to create a funding source for the project contract. For more information, see Zuweisen von Finanzierungsquellen zu einem Projektvertrag.
In the Debitor field, select the customer account for which the EAN number is specified and the eInvoice check box is selected.
Click Detaildaten, and then in the Details zu Finanzierungsquelle form, click the Sonstiges FastTab.
In the Anforderung Debitor and Debitorenreferenz fields, enter a customer requisition number and a customer reference number.
Select the Positionsspezifisch check box to specify dimension accounts for each project invoice line, and then in the Dimensionskonto field, enter a dimension account number.
Hinweis
Clear the Positionsspezifisch check box to specify a dimension account for the project invoice.
Close the forms.
Post a project invoice for a public sector customer
Use the Rechnungsvorschläge and Rechnung buchen forms to create and post a project invoice and to generate the invoice as an .xml file. The .xml file is then converted to the Offentlig Information Online Universal Business Language (OIOUBL) format. You must select the project contract that the funding source is assigned to. Verify that the eInvoice parameters are set up for the funding source.
Klicken Sie auf Projektverwaltung und -verrechnung > Häufig > Projekte > Alle Projekte.
Double-click a project or click Projekt to create a project. For more information, see Erstellen eines Projekts.
In the Projekte form, click the Verwalten tab, and then click Rechnungsvorschläge.
In the Rechnungsvorschläge form, click Neu > Rechnungsvorschläge.
In the Rechnungsvorschläge erstellen form, in the Rechnungsstellungsmethode field, select Rechnungen to include the transactions that have been posted from journals and are ready to be invoiced.
Select the required transaction types to include those transactions in the invoices.
In the Von Datum and Bis Datum fields, select the starting and ending dates to include project transactions posted to the project, and then in the Rechnungsdatum field, select the ledger posting date.
Click OK. The project invoices are created in the Rechnungsvorschläge form.
In the Rechnungsvorschläge form, click Buchen.
In the Rechnung buchen form, select the Buchung and Rechnung drucken check boxes.
In the Rechnung buchen form, click OK to post the project invoice and generate the .xml file. The .xml file is converted to the OIOUBL format.
Close the forms.
When the batch job is processed, invoices for customers who have an EAN number assigned are generated as .xml files, and then converted to the OIOUBL format. The resulting OIOUBL files are created in the shared folder that is specified for the EInvoiceFileTransform_OIOUBL batch job task for the project batch job.
Siehe auch
(DNK) Set up batch processing for OIOUBL electronic invoicing