Fee forecasts (form)

Article
10/09/2018

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 > Inquiries > Forecasts > Fee.

–or–

Click Project management and accounting > Common > Projects > All projects. Select or open a project. On the Action Pane, on the Plan tab, in the Forecast group, click Fee forecasts.

–or–

Click Project management and accounting > Common > Projects > Project contracts. Select or open a project contract. On the Action Pane, on the Plan tab, in the Forecast group, click Fee forecast.

Use this form to enter and manage information about future fees that the company expects to invoice to customers.

Fee forecasts are used for general budgeting purposes. Fee forecasts are entered for expected fees on Time and material projects. For Fixed-price projects, on-account forecasts are typically entered to record the expected payment installments for the project. Payments on a fixed-price project can be divided over a long-term period. Therefore, it can be useful to maintain a general overview of what payments are expected and when they are expected.

Tasks that use this form

Edit forecast transactions

Enter forecast transactions

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Overview tab	Enter new forecast transactions with the expected sales price for the fee.
General tab	Enter additional identification information.
Dates	View or enter date information.
Financial dimensions	View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Buttons

Button	Description
Edit	Update, copy, or delete forecast transactions.
General ledger preview	View the general ledger entries for the selected transaction.
Transfer quotation lines	Register quotation lines for fees as fee forecast lines.
Trade agreement	Click to view records for a selected price group.

Fields

Field	Description
Forecast model	Enter the budget model for the record. The default model can be specified in the Project parameters form.
Exploded	Indicates whether the forecast model has been expanded, or “exploded.” Once exploded, no links exist between the different forecast model lines.
Project date	Enter the expected date of the fee.
Project ID	The project identification.
Category	The category of the fee transaction.
Worker	The personnel number of the worker who is associated with the fee forecast.
Description	Enter text to describe the transaction.
Sales currency	Select the currency of the expected transaction.
Sales price	Enter the expected sales price for the transaction.
Line property	Status to which the transaction is attached.
Budget type	The type of budget information that this forecast holds. Original - The forecast holds the budget amount first committed. Remaining - The forecast holds the budget amount remaining. This amount is reduced by transactions and increased or decreased by budget revisions. Revision – The forecast holds the amounts by which a remaining budget was changed. None – The forecast is not used for budget control.
Funding source	The ID of the funding source that is associated with the expected transaction.
Transaction ID	The transaction identifier.
Exchange rate	The currency in which the customer would be invoiced. The default currency is set in the project contact.
Active	Clearing this check box indicates that the budget record will not be calculated in the budget.
Method	Method options that are available: None - If you select this option, no method is employed, and the forecast record is perceived as a whole record. Period - If you select this option, you select a period code Period key field. The forecast record is repeated according to the interval selected in the Unit field. Key - If you select this option, forecast records are appropriated at fixed intervals, and amounts are defined by the period allocation setup.
Quantity	Select the number of units between the estimate records. If you select months in the Unit field, the current budget record is repeated every month until the ending date.
Unit	Select a unit of time to indicate how frequently the budget record is repeated.
End	Enter the ending date of the appropriation period.
Period key	Select the period key that you want to use for allocating forecast records. Selecting a period key divides the current forecast record into the parts that you selected in the period key setup.
Stop	Select this check box to exclude the current transaction from the appropriation.
Project date	Enter the expected date of the fee.
Invoice date	Expected date of invoice.
Elimination date	View or change the elimination date. When you create the forecast, the elimination date is set to the end date of the project. If the project has no end date, the project date is applied. This applies to fixed-price projects and investment projects.
Sales payment date	Expected payment date of the revenue.
Default financial dimensions	The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.
Where the %1 dimension is used	The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.

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