Contract status (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Project management and accounting > Common > Projects > Project contracts. On the Project contracts list page, open or select a project contract. On the Action Pane, on the Maintain tab, in the Process group, click Manage contract status.
Note
The Manage contract status button is available only if you create a billing rule that has a line type of Unit of delivery, Progress, or Milestone for the selected project contract.
Use this form to review and update the status of a contract. In the form, you can view the amount already invoiced, the amount retained by customers from payments on invoices, the remaining amount due on the contract, and the total amount paid by the customer. You can also review and update the number of units delivered to the customer and the percentage of work that was completed on a project. In Microsoft Dynamics AX 2012 R3, if a contract has a Milestone type of billing rule, you can set the status of a milestone to Complete.
Note
If you are using Microsoft Dynamics AX 2012 Feature Pack or Microsoft Dynamics AX 2012, this form is available only if the Project Management and Accounting Add-in is installed.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
Amounts |
View information about the contract, such as the value of the contract, the amount invoiced to date, the amount retained by the customer, the percentage of work completed, the amount remaining to be invoiced, and the amount paid. |
Units |
View information about invoices that are related to the units of delivery for a contract, such as the number of units delivered, the amount invoiced to date, the amount retained, the number of units that are not yet delivered, the amount not yet invoiced, and the amount paid. Note The Units tab is displayed only if a project contract has a Unit of delivery type of billing rule. |
Buttons
Button |
Description |
|---|---|
Update units delivered |
Open the Update units delivered form, where you can enter or modify the number of units that were delivered for the project. |
Update percentage |
Open the Update percentage complete form, where you can enter or modify the percentage of work that was completed on the project. |
Update milestone status |
Open the Update milestone status form, where you can enter or modify the status of milestones in billing rules for a project. |
Review invoices |
Open the Invoice journals form, where you can view historical information about invoices for a contract. |
Review billing rule |
Open the Billing rules form, where you can create and modify billing rules for the selected project contract. |
Fields
Field |
Description |
|---|---|
Project contract ID |
The identification number for the selected project contract. |
Include future invoices |
Select this check box to include information about unposted invoices and unposted invoice proposals in the list of invoice amounts. |
Billing rule |
The billing rule identification number. |
Line type |
The contract line type for the billing rule, such as unit of delivery or progress billing. |
Change order number |
The identification number of a change order to a project contract, if any change order exists. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Change order description |
The description of the change order to a project contract, if any change order exists. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Value |
The total contract revenue amount for the billing rule. |
Invoiced |
The amount that was invoiced to date for a billing rule. |
Customer retained payment |
The total amount that was retained by a customer for a billing rule. |
Remaining |
The amount that remains to be invoiced for a billing rule. |
Percentage complete |
The percentage of work completed for a billing rule. On the menu bar, click Update percentage to modify the percentage completed. |
Units |
The number of units that were delivered for the selected Unit of delivery type of billing rule. |
Units remaining |
The number of units that remain to be delivered for a Unit of delivery type of billing rule. |
Total value |
The total of all amounts in the Value field for all billing rule lines on the project contract. |
Total invoiced |
The total of all amounts already invoiced for all billing rule lines on the project contract. |
Total remaining |
The total of all amounts that remain to be invoiced for all billing rule lines on the project contract. |
Total percent complete |
The percentage of the project contract that is completed. |
Total customer payment |
The total amount that was paid by the customer for all billing rule lines on the project contract. |
See also
Update percent complete (form)
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