Skip to main content

Microsoft Dynamics Axapta - Code to create Project Invoice proposal in AX 2012

If you are looking to create project proposal in ax 2012 by code then you need to insert record in projProposalJour table you can get table columns as below.

BOLCarrierName
CanceledBy
CashDisc
CashDiscCode
CashDiscDate
CostValue
CurrencyId
CustBankAccountId
DefaultDimension
DeliveryName
DeliveryPostalAddress
Description
DiscPercent
DlvMode
DlvTerm
DlvTransportBrand_BR
DueDate
EInvoiceAccountCode
EInvoiceLineSpecific
EndDisc
exchRate
ExchrateSecondary
FiscalDocumentType_BR
FiscalEstablishment_BR
FundingSource
GiroType
InterCompanyPosted
IntrastatAddValue_LV
IntrastatDispatchId
InvoiceAccount
InvoiceAmount
InvoiceAutoNumbering_LT
InvoiceDate
InvoiceRoundOff
InvoiceType
InvoiceType_MY
LanguageId
LedgerVoucher
LineProperty
ListCodeId
NumberSequenceGroupId
OnAccountAmount
OrderAccount
PaymDayId
Payment
PaymentSched
Port
PostingProfile
ProjGroupId
ProjInvoiceId
ProjInvoiceProjId
ProposalId
PSAEndDate
PSAInvoiceFormats
PSAInvoiceMethod
PSAInvoiceTxtPost
PSAInvoiceTxtPre
PSAnfRefProjId
PSAWorkerSubmittedBy
ReasonTableRef
SalesFreightChargeTerms_BR
SalesOrderbalance
SumLineDisc
SumTax
TaxGroupId
TaxInformation_IN
TaxPeriodPaymentCode_PL
TaxPrintOnInvoice
TaxServiceCodeId_BR
TaxSpecifyByLine
TaxSpecifyTotal
TransportationDocument
Triangulation
VATInvoiceDescTable
VehicleLicensePlate_BR
VehicleLicensePlateState_BR
VolumeQty_BR
VolumeType_BR
WorkerApprovedBy

You do not need to insert records for all columns you can select main columns then you can write required code to insert records in that table.

Second table to insert record is pSAProjProposalProj . The columns for pSAProjProposalProj are as below.

CapAmount
CapAmountAbove
ContractLineNum
ContractValue
CostCostMst
CostRevenueMst
enterInvoiceNow
EstimatedHourQty
FundingSource
HourCostMst
HourQty
HourRevenueMst
InvNotes
Invoiced
InvoicedCost
InvoicedCV
InvoicedLeadRetainage
InvoicedNow
InvoicedNowCost
InvoicedNowLeadRetainage
InvoicedNowTotal
IsBudget
IsPreBill
PctComplete
PctInclNow
PctInvoiced
ProjId
ProjProposalId
ReleasedAmount
RetainedNow
RetainedPercent
RevenueRevenueMst
Seq
TotalCostMst
TotalEstimatedCost
TotalEstimatedRevenue
TotalRevenueMst

Third table to insert record is ProjProposalOnAcc and the columns for this table are as below.

EInvoiceAccountCode
IncludedTaxPercent_BR
ProposalId
PSAContractLineNum
TaxAmount
TaxGroupId
TaxItemGroupId
TaxWriteCode
TransId
Txt

After insert records in tables you can go for posting proposal by below code.

 projFormLetter = ProjFormLetter::construct(DocumentStatus::ProjectInvoice);  
     projFormLetter.createParmLine(projProposalJourV_1);  
     projFormLetter.run();  

I hope this code hints will help you a lot to do task of project invoice proposal creation. Thanks in advance for your valuable times to read this post.

Popular posts from this blog

How to set up parent project in project accounting in ax 2012

create simple project and then go to the project hierarchy fast tab and there you must define sub-project ID format "-#" and then your sub-project will be enabled. For resource assigning in Project first you need to configure the HR module, in that you need to maintain the calendar for those employees and then you need to define the cost of that particular employee (for expense) and for Revenue you need to define the sales price of that particular employee. In the project accounting module you need to mention the calendar in scheduling fast tab and then you need to define WBS, in WBS activity you can be able to assign resources.

Sales order posting Error - Voucher do not balance as per date in axapta 2012

Problem - How to get rid of this error if its coming while doing the sales invoice . "The transactions on voucher V-00001 do not balance as per 4/11/2014. (accounting currency: -1111- reporting currency: -232) " .  Suggestions: 1.Exchange rate setup , number sequence of invoice voucher, currency rounding all are done correctly , but still this error exists 2.Define currency for each account..or go in currency setup and check currency and rounding up rules 3.Check with penny difference in GL 4.Check there is proper conversion exchange rate defined for reporting currencies. 5. Check Rounding of option of for primary and reporting currencies both. 6.Check all the posting accounts defined in Posting profiles 7.check COGS, Customer, issue, revenue accounts are mapped. 8.Check primary and reporting currency has proper exchange rates and rounding rules defined. 9.Try to increase the value in the penny difference and then post the sales invoice. 10. Make sure ...