About invoice proposals
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Before you create a customer invoice for a project, you can create a preliminary invoice, or invoice proposal. In an invoice proposal, you can select project transactions to include in a project invoice, and then review the invoice details before you post and send the project invoice to the customer or other funding source.
Creating invoice proposals
You can create invoice proposals by manually selecting from a list of transactions for a specified project. You can also set up billing rules that specify when to automatically create an invoice proposal. For example, you can create a billing rule to create an invoice proposal when work on a project is 25 percent, 50 percent, 75 percent, and 100 percent completed.
Invoice proposals can be created for the following transactions:
Hours, expenses, and other project transactions.
Amounts that are withheld by customers on prior project invoices.
Credit notes.
Amounts that are paid to you by a customer before a project is started.
In Microsoft Dynamics AX 2012 R3, you can create fee transactions in an invoice proposal. You can also modify the sales price on hour, expense, item, and fee transactions. When you post an invoice proposal, the updated prices and transactions are added to project reports and transaction history.
If you want to create multiple customer invoices for a project, you must create an invoice proposal for each invoice. For example, you can create invoices based on transaction type. If you want to specify hours on one customer invoice and items on another, you must create an invoice proposal for hour transactions and a separate invoice proposal for fee transactions.
If a project has more than one funding source, you can create an individual invoice proposal for each funding source. In the Funding rule allocations form, you can define the percentage of the transaction amount that you want to allocate to each funding source. For more information about how to create funding rules, see Funding rule allocations (class form).
Creating customer invoices from invoice proposals
After you create and post an invoice proposal, a customer invoice is automatically created for the transactions that are included in the invoice proposal.
You can add or delete transactions in an invoice proposal before you post it. For example, you can remove expense transactions that were posted to a project but are not chargeable to the customer.
Note
If your organization requires that invoice proposals be reviewed before they are posted, the invoice proposal may need to be approved via a workflow before it is posted.
See also
Create invoice proposals (class form)
Funding rule allocations (class form)
Create invoice proposals for projects with and without billing rules