Inquire customer retained payments (form)

Article
05/05/2014

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. Open a project contract from the project contract list. In the Project contracts form, on the Action Pane, on the Control tab, in the Retention group, click Customer retained payments.

Use this form to see information about amounts that were withheld by customers from payments on project invoices. When progress on a project reaches a specified stage, any amounts that were withheld by the customer, also named customer retention amounts, are available to include in a project invoice.

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.

Task that uses this form

About customer payment retention for projects

Navigating the form

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

Filters

After you select information in the filters, click Search to view customer retention amounts that meet the conditions in the search criteria.

Filter	Description
Customer	Select a customer to view any amounts retained by the customer.
Project contract	Select a project contract for which you want to view customer retention details.
Project	Select a project for which you want to view customer retention details. Note If you select a project contract, you can select only projects that are associated with the selected project contract.
Billing rule	Select a billing rule for which you want to see customer retention details. Note If you select a project contract, you can select only a billing rule that is associated with the selected project contract.

Tabs

Tabs	Description
Customer payment retention summary	View a summary of the customer retention amounts for the selected project or billing rule.
Funding sources	View a summary of customer retention amounts for funding sources that are associated with the project or billing rule.
Invoices	View a summary of the invoices that contain customer retention amounts for the selected project or billing rule.

Fields

Field	Description
Project/billing rule	If you select a project in the Filter section, the identification number of the project is displayed. If you select a billing rule in the Filter section, the identification number of the billing rule is displayed.
Sales currency	The currency code that is used for the invoice.
Total invoice amount	The total amount on a project invoice for the selected project or billing rule.
Total retained amount	The total amount that is retained to date for the selected project or billing rule.
Total retained amount invoiced	The total retained amount that was added to customer invoices to date for the selected project or billing rule.
Remaining retained amount	The remaining customer retention amount, after subtracting any amount that was added to customer invoices.
Funding source	The identification number of the funding source for the project or billing rule.
Total invoice amount	The total amount of customer invoices for this funding source and selected project.
Total retained amount	The total amount that was retained by the funding source for the selected project or billing rule.
Total retained amount invoiced	The total retained amount that was added to prior invoices that have been sent to the selected funding source.
Remaining retained amount	The remaining customer retention amount for the selected funding source.
Total invoice amount	The total amount on the selected invoice.
Total retained amount	The total amount that was retained by the funding source on a project invoice.
Total retained amount invoiced	The total retained amount that was added to prior customer invoices for the selected project or billing rule.
Remaining retained amount	The accumulated customer retention amount, after subtracting any amounts that were released for payment by the customer, for the selected project or billing rule.