How to use the Automatic Billing Rule for Projects in Microsoft Dynamics AX 2012 R2 and AX2012 R3

This blog is for creating a Automatic Billing Rule in Project Accounting

Setup a Journal for Billing Rule Fee Journal – Project Management and Accounting | Setup | Project Management and Accounting Parameters

1. Click the Journal link
2. Select Billing Rule Fee Journal
3. Close the form

Create a new Project – Project Management and Accounting | Common | Projects | All Projects

1. Click the Projects button in the New group of the Project tab
2. Select the Project Type
3. Enter the Project Name
4. Select the Project Group
5. Click the New button next to the Project Contract ID
6. Enter the Project Contract ID
7. Enter the Name
8. Select Funding Type: Customer
9. Select the Funding Source

10. Click Ok

11. Click Ok
12. Expand the Budget and Forecast fast tab
13. Click the Edit button
14. Mark the Use Budget Control checkbox
15. Select Transaction Type Controlled: Cost Only

16. Click the Edit button
17. Click the Project Budget button in the Budget group of the Plan tab
18. Expand the Costs fast tab
19. Click the New button
20. Select the Project
21. Select Transaction Type: Hours
22. Select Category
23. Enter the Original Budget

24. Push it through workflow

25. Close the Project Budget form
26. Click the Project Stage button in the Maintain group of the Project tab and select In Process
27. Expand the General fast tab
28. Click the Project Contract ID link

29. Click the Billing Rule button in the Setup group of the Project Contract tab *NOTE* – In AX 2012 R3 this button was moved to a fast tab in the Project Contract form. – Expand the Billing Rules fast tab

30. Click the New button – AX2012 R2 in AX2012 R3
31. Click the Add button
32. Select the Line Type: Progress
33. Enter the Contract Value: 200,000
34. Select the Project
35. Select the Category

36. Expand the Project fast tab
37. Select the Project
38. Click Add
39. AX2012 R3 Screenshot

40. AX2012 R2 screenshot

41. Click the Chargeable Categories button
42. Select the Category
43. Click Add

44. Close the form
45. Close the Billing Rules form
46. Close the Project Contract form
47. Click the Hours button in the Journals group of the Project tab
48. Click the New button
49. Select the Journal from the Name dropdown 

50. Click the Lines button
51. Change the Category
52. Enter the Hours: 20

53. Click the General tab
54. Verify there is a Cost Price and Sales Price

55. Click the Post button
56. Click Ok
57. Close the Infolog
58. In the Project Contracts form click the Project Invoice Proposal button in the Bill group of the Maintain tab
59. Click the Invoice Proposal  from Billing Rule button in the New group in the Invoice Proposal tab

60. Click Ok
61. Click Post in the Functions group of the Invoice Proposal tab
62. Click OK
63. Click Ok if prompted
64. Close the Invoice Proposals button
65. In the Project Contracts form click the Manage Contract Status button in the Process group of the Maintain tab

 As you can see I was able to generate the invoice proposal and I can see the total percent complete updated.

Reference:

How to use the Manual Billing Rule for Projects in Microsoft Dynamics AX 2012 R2 and AX2012 R3

http://blogs.msdn.com/b/axsupport/archive/2015/03/03/how-to-use-the-manual-billing-rule-for-projects-in-microsoft-dynamics-ax-2012-r2-and-ax2012-r3.aspx