Greyed-out Invoice option on Project Sales orders in Dynamics AX

by | Updated August 15, 2016 | Dynamics AX, Set Up, User Tips and Tricks

Have you ever seen a greyed-out invoice option on a Project Sales Order in Dynamics AX? I ran across this predicament while at a customer site.   We had posted the packing slip to ship and was were ready to post the invoice. The invoice button was greyed-out like the screen below.  What to do?  How can I get around this?

Sales order file

Being a relative newcomer to projects, I searched for answers and did not find much, so I thought I would share this with everyone who may come across the same issue.  I did find some things on invoice proposals but was unable to view my sales order in the list.  Then I spotted the key to my problem.  There is a check box on the Create invoice proposal window called Sales order line. On this window, enter your Project contract, your Project, and then make sure to check the Sales order line checkbox. In the Update item quantity drop down, depending on how the packing slip was processed, it may require trying a couple of different options. Then click the Search button to view the matches.

Create Invoice Proposal

Click OK to start to accept the proposal. This will open the Invoice proposals window shown below.

Greyed out invoice

From here you can add additional lines or add any fees required. Once you have it finalized, click the post button.

 

Related Posts

  • I recently came across an issue dealing with project validation in Dynamics AX. Displayed here are a couple setup features in the project management and accounting module and  some tips that might help…

  • Over on the AX Support site on MSDN, Daniel Durrer has taken the time to keep tabs on the latest builds for Microsoft Dynamics AX 4.0, 2009 and 2012.  I…

  • I wanted to take some time to point out something that may not be very clear when setting up Dynamics Ax 2012 procurement and category ledger posting. Procurement categories, or…

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

01sep10:00 am10:30 amEnsuring Quality and Compliance for Batch Manufacturers in Life Sciences

01sep12:00 pm12:30 pmIs it Worth It to Move to the Cloud? A Look at Considerations for Current Agribusinesses Using Dynamics GP

01sep2:00 pm2:45 pmWhat’s New in Dynamics 365 Finance and Supply Chain

09sep11:00 am12:00 pmConfab Live with Stoneridge – Data Strategy and Reporting – Mining Decision Making Insights

15sep10:00 am11:00 amSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

22sep12:00 am12:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

22sep10:00 am10:30 amStreamlining Batch Manufacturing with Technology

22sep2:00 pm2:30 pmProcess Automation for Microsoft Dynamics D365 for Business Central, Finance and Operations and GP

23sep11:00 am12:00 pmConfab LIVE with Stoneridge - Riding the Wave 2 Release – Key Features Coming to Dynamics 365 this October

27sep(sep 27)9:00 am15oct(oct 15)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

29sep10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

29sep12:00 pm12:45 pmUnderstanding Job Costing and Tax Management in Business Central

29sep2:00 pm3:00 pmDigitalizing Horticulture & Agriculture - How to Sell Plants Online and Simplify Business Management

30sep12:00 pm4:00 pmSecurity and Permissions Training for D365 Business Central or Dynamics NAV

october

27sep(sep 27)9:00 am15oct(oct 15)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X