Applies to Product - Dynamics 365 Project Operations
What’s happening?
The project invoice proposal and invoice journal display incorrect summary information when customer advances are included alongside hours linked to billing rules. Although the posted invoice value is correct, the values shown on these forms are not accurate.
Reason:
The invoice proposal was initially created without billing rules, resulting in a summary line that is unrelated to the time and materials (T&M) billing rule for the advance deduction.
Resolution:
- Remove invoice proposal with this and create an invoice proposal from the billing rule. Go to Project management and accounting> Project invoices> Project invoice proposal> New button> Invoice proposal from billing rule
- Before creating the invoice proposal, ensure customer advance is selected from Advances and deductions tab.
- This approach should yield the expected results in the summary section of the invoice proposal and invoice journal.