I would like to quickly register the three important points that i encountered.
1. Item requirement record on Project record
When all the three parameters are switched on for auto creation of item requirement record (for cost consumption on project on product receipt) on project, we expect the 'Item requirement' and eventually the Sales order record to be auto created and we tend to search the item requirement record at Project management and accounting > Project > All projects > Project record > Plan tab > Item requirements > Item requirements.
However no item requirement record is seen there in the new version of AX. Instead ONLY a Sales Order record is silently created and can be seen at Manage > Related information > Item tasks > Sales orders. Not sure whether this is a bug but this is how the system is behaving now.
So when the Product receipt is posted on the project PO, the accrual postings can be seen in the voucher created for the receipt and the project cost consumption voucher can be seen on the delivery note on SO.
2. Chargeable categories
When the user navigates to the project contract record to create the billing rule, the user needs to select the 'Chargeable categories'. However when i was trying to do that on a newly configured system, i could see no categories in the 'Available categories' section. I quickly realized that some setup was missing. And then found out that the setup that was missing was the 'Active in journals' checkbox. Once that was clicked, the categories started appearing in the 'Chargeable categories' section.
3. Voucher not seen on the posted project transactions
There can be many reasons for the voucher not seen. But the first thing in this case that should be checked is whether the posting parameter is Synchronous, Asynchronous or Scheduled batch. If the setting is Asynchronous or Scheduled batch, then the voucher will only be seen after the posting has happened from the sub-ledger to general ledger. Hence this setting should always be Synchronous. By default when the company is created in AX, the default setting is Scheduled batch.
Thanks
Sarang
1. Item requirement record on Project record
When all the three parameters are switched on for auto creation of item requirement record (for cost consumption on project on product receipt) on project, we expect the 'Item requirement' and eventually the Sales order record to be auto created and we tend to search the item requirement record at Project management and accounting > Project > All projects > Project record > Plan tab > Item requirements > Item requirements.
However no item requirement record is seen there in the new version of AX. Instead ONLY a Sales Order record is silently created and can be seen at Manage > Related information > Item tasks > Sales orders. Not sure whether this is a bug but this is how the system is behaving now.
So when the Product receipt is posted on the project PO, the accrual postings can be seen in the voucher created for the receipt and the project cost consumption voucher can be seen on the delivery note on SO.
2. Chargeable categories
When the user navigates to the project contract record to create the billing rule, the user needs to select the 'Chargeable categories'. However when i was trying to do that on a newly configured system, i could see no categories in the 'Available categories' section. I quickly realized that some setup was missing. And then found out that the setup that was missing was the 'Active in journals' checkbox. Once that was clicked, the categories started appearing in the 'Chargeable categories' section.
There can be many reasons for the voucher not seen. But the first thing in this case that should be checked is whether the posting parameter is Synchronous, Asynchronous or Scheduled batch. If the setting is Asynchronous or Scheduled batch, then the voucher will only be seen after the posting has happened from the sub-ledger to general ledger. Hence this setting should always be Synchronous. By default when the company is created in AX, the default setting is Scheduled batch.
Thanks
Sarang
