Approve or reject an invoice proposal
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can create a preliminary customer invoice for transactions that were posted to a project. This preliminary invoice is called an invoice proposal. After you review an invoice proposal, you can approve or reject it.
If you approve an invoice proposal, and then decide that the invoice proposal is invalid, you can cancel the invoice proposal.
Prerequisites
You can approve or reject an invoice proposal only if the following conditions are true:
In the Project management and accounting parameters form, on the Invoice tab, the Enable processing invoice proposals in workflow check box is selected.
A workflow is set up for reviewing invoice proposals.
Approve an invoice proposal
Click Project management and accounting > Common > Project invoices > Project invoice proposals.
On the Invoice proposals list page, select or open the invoice proposal that you want to approve.
In the workflow message bar, click Actions, and then click Approve.
Reject an invoice proposal
Click Project management and accounting > Common > Project invoices > Project invoice proposals.
On the Invoice proposals list page, select the invoice proposal that you want to reject.
In the workflow message bar, click Actions, and then click Reject.