Cost template (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 > Setup > Estimates > Cost template.
Use this form to set up the project cost template.
A cost template is a method for outlining the following estimate information about fixed-price projects:
Cost estimates for a particular estimate project
Percentage of completion for projects that are posted according to the percent-complete revenue recognition accounting rule.
Tasks that use this form
Set up lines for a cost template
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|
---|---|---|
General |
View information about a selected cost template or enter information about a new cost template. |
Buttons
Button |
Description |
---|---|
Cost lines |
Open the Cost lines form and specify cost lines. |
Fields
Field |
Description |
---|---|
Cost template ID |
Enter a short, unique ID for the cost template that is no longer than 10 characters. |
Name |
Enter a descriptive name for the control type that is no longer than 30 characters. |
Hour cost line ID Expense cost line ID Item cost line ID |
Enter a name for the cost line for each expense type. You must define at least one estimate line each for hour, expense, and item transaction types on the Cost lines form. |
Completion method |
Specify whether to maintain a percentage of completion automatically or manually.
Note For manual calculations, the percentage of completion is maintained in the Manual calculation field on the General tab in the Estimate form. |
Completion based on |
The calculation unit is used to follow up on fixed-price projects.
|
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).