Invoice Schedule generation on Quote Lines – D365 PSA

Posted On May 25, 2018 by Priyesh Wagh Posted in

Overview:

Let’s say you have a Quote which has Quote Lines and then you generate the Invoice schedule for your Time & Materials project.

What decides the number of Invoice Schedules to be generated for a Quote Line record? Let’s review.

Now, I have a Quote Line which has Invoicing Schedule from 28^th May 2018 to 6^th August 2018.

The reason is as below:
1. The Invoice Schedule is based on Quote’s Requested Delivery Date which is 10^th August 2018.

2. Now, my Invoice Frequency is weekly.

3. On top of that, my Invoice is set to generate on Monday of the week

4. And finally, since 6^th August is the last Monday before the 10^th August 2018, the Invoices should be generated up until then!

Hence, the last Invoice will be generated on 6^th August 2018 according to Quote’s Requested Delivery Date.