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Unexpected customer on Invoice after changing project contract

Unexpected customer on Invoice after changing project contract

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I came across an issue where we had posted some project transactions and found that the project contract (customer) was incorrectly set. We change the project contract and we want to create an invoice to the customer. In AX 2012 we see that the invoice is created, but for an old customer.

The reason is that in AX 2012 the funding sources are stored on every project transaction when you post. When you create a new invoice, funding source is taken from these transactions. To overcome this, you can update the funding source by enabling the parameter “Use adjustment date as new project date” and then using the adjustment function. Please see attached Workaround.docx for further information on it.

We have had some requests to have the functionality reviewed and change for the future to be similar to how it was in AX 2009. Hence I have created the suggestion on MS Connect to collect your feedback for our development teams.They evaluate all feedback received.

So if you feel this is an important feature that needs improvement for you, please vote on this link here: Incorrect funding sources after changing project contract.

 

Attachment: Workaround.docx
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  • Hello Roman. I am Amr from Egypt. Unfortunately, the link of the page of voting NOT found.  

    Thanks in advance,

    Amr Wady.

    Egypt.

  • Hi Amr,

    thanks for the feedback. In order to vote you need to register in the Microsoft Dynamics suggestion program. You can sign up with your Microsoft Live ID here:

    connect.microsoft.com/dynamicssuggestions

    Choose Microsoft Dynamics AX and fill-in the form. It should not take more that one minute. Now you participate in the program.

    Please let me know if any questions.

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