[Lynn Kinsman]

I would like to be able to automatically post project invoices using the periodic function on a recurring batch schedule, but in my testing I see that the selection criteria I have provided is not being reevaluated on each iteration of the batch job.  When I view parameters, the same list of invoice proposals is there every time.  And of course because they were already posted the first time the job ran, the subsequent jobs do nothing.

I know with posting sales invoices in batch there is a choice for ‘late selection’ that allows the job to delay executing the selection criteria until ‘later’, which I guess that means when each iteration of the job runs.  We are using this sales invoice posting method extensively in our operation now.

Does anyone know of a way to get the ‘late selection’ type of effect for the project invoice posting periodic function so we can use it on a recurring batch schedule?

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Lynn Kinsman
Senior Systems Analyst, Pricing, Rebates, Projects
Kodak Alaris Inc.
Rochester NY
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[Archive User]

Hi Lynn,
So not 100% the same, but I did recently run into a very similar situation for sales order invoicing where  AX wasn’t re-evaluating which sales orders to invoice based on what had been shipped (packing slip updated) if we ran it on batch.  We found that we had to do a small-ish modification to achieve this.  I would bet my hat that it’s the same for project invoicing.  Sorry to be the bearer of bad news.
Jessie

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Jessie Swartz
Senior Functional Consultant
Stoneridge Software Inc.
Minneapolis, MN
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[Lynn Kinsman]

Thanks for your response.  Were you using “late selection” on the sales invoicing selection screen when you had this problem?

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Lynn Kinsman
Senior Systems Analyst, Pricing, Rebates, Projects
Kodak Alaris Inc.
Rochester NY
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[Archive User]

I tried it both ways and it didn’t make a difference 🙁

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Jessie Swartz
Senior Functional Consultant
Stoneridge Software Inc.
Minneapolis, MN
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[Lynn Kinsman]

I wanted to give an update.   We are in the process of upgrading to CU12, and the “late selection” option is now available on the project invoice proposal screen!  I do not know which KB introduced this feature but I am very happy. I am in the process of testing it out now.

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Lynn Kinsman
Senior Systems Analyst, Pricing, Rebates, Projects
Kodak Alaris Inc.
Rochester NY
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