Dynamics 365 – A New Project Invoice Proposals Tidbit

create invoice proposal dynamics 365

New with the January 2020 release it is now possible to sort Invoice proposal transactions by resource in Dynamics 365. The available project transactions grid will include the Resource information, if the feature is enabled in the environment. Invoice proposal During the Invoice proposal generation, the list of transactions displayed for review and inclusion in…

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How to Include Customer Deposit on a Sales Invoice in Dynamics 365

customer posting profiles

A customer recently sent us an inquiry on how to display a customer deposit on non-project invoices and we thought it would be beneficial to share this use case with the Dynamics community. Here is the user scenario we are dealing with.  The material sales division creates non-project invoices from sales orders.  Two loads were…

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Microsoft Dynamics AX 2012 Accounts Payable Invoice Registration and Invoice Pools

creating invoice dynamics ax 2012

Invoice registration in Microsoft Dynamics AX 2012 is used to record the arrival all vendor invoices received by your organization which then allows the invoice to be transferred to the invoice pool, giving an opportunity to approve the invoice before it becomes an official accounts payable.  Described below is the AX 2012 process of registering…

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Wrong customer payment and invoice reversal in AX 2012

new payment journal in dynamics ax

Sometimes, due to a clerical error, an invoice has been created and a payment applied to the wrong customer account. The following are the steps that should be followed in Microsoft Dynamics AX 2012 for the scenario where an invoice was posted to one customer account and you want to move that invoice to a…

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